How to Set-Up an Automation

Click Settings

Under General, select Automations.

Click on Create Rule.

Enter a name for your automation.

To the right of Actions, choose the action you want the automation to complete

If sending a communication, select the template you would like to use.

To the right of Conditions, select the condition(s) that will trigger the automation

Then, select the appropriate option

To the right of Scheduling, click the switch

Set the automation timing

Click Save