Setup Your Automation

1. Go to Automations.

1. Click the automation name to open the automation setup page.

1. Click the + button.

1. You can select the step type (Action/Delay/Condition).

1. You can setup for the step type.

   i. Action

   • Click Messaging.

   

a. Email

• Click Send Email via MailNiaga

Click : Click to Open Visual Editor to add content for Email Message Automation.

Adding & editing content available here. Click Done & Save to save the content.

1. Enter Subject for the email message automation.

2. If you tick here, the automation will only run once to the leads who fill in the automation form.

3. Click Save to save the automation setup.

SMS

• Click Send SMS via SMSNiaga

1. Enter SMS content in the area provided.

2. If you tick here, the automation will only run once to the leads who fill in the automation form.

3. Click Save to save the automation setup.

c. WhatsApp

• Click Send WhatsApp via WhatsApp Cloud API

• CRM (COMING SOON)

• Automations (COMING SOON)

• Orders (COMING SOON)

ii. Delay

Delay by Time

1. Set the delay timing (minutes/hours/days)

2. Set the specific period.

3. Click Save to save the setup.

Delay by Date

1. Set the date.

2. Click Save to save the setup.

iii. Condition

1. Click Custom Field.

1. Select the Field & Operator. Then, enter the value to be the condition.

2. Click Save.

1. After done setup all the Steps, toggle on the Active button and click Save button.

Make sure to Save the automation everytime you edit anything!