Automations

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"?

Getting There: 

1. Go to the Automations Tool of the CityGro Portal.
2. Click "+ New Automations"
3. Select a "Trigger" and drag it onto the canvas
4. Select action(s) and drag them on the canvas in the order desired
5. Connect each icon to the correct path.