> For the complete documentation index, see [llms.txt](https://docs.kuasa.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kuasa.io/generate-leads/setup-your-automation.md).

# Setup Your Automation

1. Go to **Automations**.

<figure><img src="/files/FBVcve2MzyloYwj8E5UY" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZfEbKs6dt0Lqp6SVqQBY" alt=""><figcaption></figcaption></figure>

3. Click the **+ button**.

<figure><img src="/files/Gc2Rv0mlqvj5C3ssM1RD" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/S302JPNeICjRpji7GmLx" alt=""><figcaption></figcaption></figure>

5. You can setup for the step type.

   i. Action

   * Click **Messaging.**

   <figure><img src="/files/grQ8cLcVA4eyYjhayUge" alt=""><figcaption></figcaption></figure>

a. Email

* Click **Send Email via MailNiaga**

<figure><img src="/files/zoNb4bftMjU0Mnl2Mrhk" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/goMMhOmmosPI2bFQ6tSm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/nYAPGIrQkv3HYPlL7yIU" alt=""><figcaption></figcaption></figure>

1. Enter **Subject** for the email message automation.&#x20;
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.

<figure><img src="/files/dw9upr7IcLRRU9uRXfMY" alt=""><figcaption></figcaption></figure>

&#x20;SMS

* Click **Send SMS via SMSNiaga**

<figure><img src="/files/5otnIh2kqert4uFeHYQg" alt=""><figcaption></figcaption></figure>

1. Enter **SMS content** in the area provided.&#x20;
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.

<figure><img src="/files/AVXL6R6lQFZOKqfP3Fc2" alt=""><figcaption></figcaption></figure>

c. WhatsApp

* Click Send WhatsApp via WhatsApp Cloud API

<figure><img src="/files/d4QSyCxpVnSFRIEGFLze" alt=""><figcaption></figcaption></figure>

* <mark style="color:red;">CRM (COMING SOON)</mark>
* <mark style="color:red;">Automations (COMING SOON)</mark>
* <mark style="color:red;">Orders (COMING SOON)</mark>

ii. Delay

<figure><img src="/files/Vqg3yfGztsCkL3Ja6G64" alt=""><figcaption></figcaption></figure>

#### **Delay by Time**

1. Set the delay timing (**minutes/hours/days**)
2. Set the specific period.
3. Click **Save** to save the setup.

<figure><img src="/files/fEmTMrfMnsLc9VjbFpTR" alt=""><figcaption></figcaption></figure>

#### Delay by Date

1. Set the **date**.
2. Click **Save** to save the setup.

<figure><img src="/files/c3TPQPCNQyi2rEqalhLg" alt=""><figcaption></figcaption></figure>

iii. Condition

<figure><img src="/files/QX1q6oCXnZCpaoRy1Qe1" alt=""><figcaption></figcaption></figure>

1. Click **Custom Field.**

<figure><img src="/files/H3hgs6DkAUmjkkiQtzt9" alt=""><figcaption></figcaption></figure>

2. Select the Field & Operator. Then, enter the value to be the condition.
3. Click **Save**.

<figure><img src="/files/U9QMZtyebitof4mYYuZw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/LnZXcrGpE7s1n23HgXjj" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Make sure to **Save** the automation everytime you edit anything!
{% endhint %}


---

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