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Trigger smart automations
Automation actions explained
Actions are sequences of processes/methods that a contact proceeds through once they enter to your automation. The action is executed when a contact perform each action in the automation path. For example, you can use actions to communicate with your contacts via email. . For example, you can use actions to update/add a tag to contact list. This article explains each automation Action, how they work and when you might want to use them. Understanding each Action will give you an idea of the
How do I rename an Automation?
Follow these steps to change/rename an Automation Name : First access the automation you want to update. Then under the "Actions" column, click on the "03 dots". Click on "Edit". You can also access an Automation by click on its name. Now, to change the Automation name click on the pencil icon next to the automation name. Make the necessary changes and click on
Automation triggers explained
"Triggers" are conditions that start an Automation. With "Triggers", you can specify exactly how a contact will enter and Automation so that they can proceed through the automation workflow. This article explains each automation trigger, how they work and when you might want to use them. Understanding each trigger will give you an idea of the kinds of things that are possible to automate.
How to view an "Automation" report?
Follow these steps to view the report of a specific Automation : Click on the "03 dots" under actions, then click on "Email Report". This will takes you to an overview "Report" page of that "Automation" You can also see other automation reports by clicking on the dropdown menu.
How do i track sales on an automation email
Follow these steps to track sales on an automation email : From you dashboard, click on Automation from left side bar. Click on " + " icon to create a automation. Select the trigger for your automation (for targeted contacts). Click on OK. Then Click on the " + " icon to add action to this automation. !(https://storage.crisp.chat/users/helpdesk/website/77edb
How to create a new Automation?
Follow these steps to create a new automation : Click on "Automation" from the left side menu. Then click on the "+" button.
How to navigate through Automations?
Automations are organized by creation time. You can navigate through all the "Automation" by clicking the "Older" or "Newer" Older: to see old automation. Newer: to see new/recent automation.