Automations allow you to scale admin tasks in your CRM without adding to-dos to your plate. Let's explore how to set up and use automations. You can also ask Aurora to create and trigger automations for you!
Customize Templates
Navigate to the 'Automations' tab and toggle to 'Automations'.
Scroll down to the 'Start from a Template' section.
Select a template to edit.
This will open the automation editor - here you can edit steps and wait times, adjust email copy, and tweak settings.
Once you have the automation exactly how you'd like it, you click 'Create Automation'.
Create a New Automation
Navigate to the 'Automations' tab, ensure your toggled to 'Automations' and click 'New Automation'.
Select an automation trigger from the dropdown to get started.
Your component options will depend on the trigger type. Once your trigger is selected, you can add components and customize them using the menu on the left.
Name your automation and set send times and unenrollment rules using the menu on the right of the page.
Click 'Create Automation' to publish.
