Activating an automation from the library

You can use our automation library to activate an automation.

The automation library is a collection of various templates that you can choose and customize. You will also have various messages that you can choose from according to the chosen automation.

  • Click on the automation feature, on the left side of your screen. Click on Automation library.
  • You will see various automations.
  • Click on the automation that you wish to create.
  • You can use the same title or edit it, if needed.
  • Choose a message option, you will be able to edit it later if you want to add a personal touch to your message.
  • Click on Create.
  • Choose the user who will get the replies of your automation.
  • Click on Next.
  • Edit the rules, if needed, and click on Next.
  • Edit your message, if needed, and click on Next.
  • Edit your delivery time, if needed, and click on Create.
  • Click on Yes, activate automation.
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