Creating an automation from a pre-filled template
In this article:
- Navigating the Automations section
- Instructions on how to create a new automation using a template
- Instructions on how to edit an automation or change the status
The Automation menu item in the sidebar is the new home for Automations. To view your rules and create new ones, go to Automation.
Here you will see a list of all saved automations at the top of the page, along with their status (e.g. Active, paused etc.):
Next select the template you want to use. This will launch a "view" version of the Automation builder so you can preview that template
Edit the pre-filled fields and actions by clicking on them. You may need to add some information before you are able to save, such as which group to assign a contact to once an eligible response is received:
Once you are happy with the content, click "Save & Launch" to use this automation right away, or "Save & Close" to use it at a later date.
Your new automation will now appear in the list on the Automation home page:
You can edit the automation and Pause/Restart it by clicking on the three dots on the right and selecting the required option from the menu that appears:
Not what you're after? Try these articles...
- Automations overview and Settings
- Creating a new calendar automation
- Creating new REST API Credentials