Overview
The current Automation workspace is built around one scenario at a time. You start from Automation, click Create new scenario, add a Trigger, then add the steps you need.Before you start
- Make sure the trigger source you want to use is already connected.
- Use a desktop browser if possible. The current builder is optimized for desktop.
Steps
- Go to Automation.
- Click Create new scenario.
- Add a Trigger.
- Add the next step you need:
- Communication channel
- Product review
- Loyalty
- Time delay
- Conditions
- Click Save automation.
What happens next
After you save the scenario, you can return to the Automation list to:- turn the scenario on or off
- duplicate it
- delete it
- open See analytics
Related
- Set up a trigger in automation
- Set up Shopify triggers in automation
- Set up Commerce triggers in automation
- Set up Web activity triggers in automation
- Add steps to an automation
- Add conditions to an automation
- Use time delay and schedule in automation
- Review automation analytics
- Check automation output after setup
- Edit, duplicate, or delete an automation
- Map variables in automation message templates
- Legacy WhatsApp Business App automation message setup
- Create an order