To see an explanation and tutorial video on Automations, check out this video below:
What are "Automations"?
The Automations tool allows you to build marketing automation funnels using a visual canvas.
When should I use "Automations"?
The following are examples of when you would use Automations
- When you want to automate communication with your contacts
- Send personalized messages to connect with contacts
- Nurture and convert new leads
- Create loyal customers
How do I set up "Automations"?
- Go to the Automations Tool of the CityGro Portal.
- Click "+ New Automations"
- Select a "Trigger" and drag it onto the canvas
- Select action(s) and drag them on the canvas in the order desired
- Connect each icon to the correct path.