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Creating an automation from a pre-filled template

In this article:

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:

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