Automations
Build, Edit, Assign and Active
Introduction
- Intro to Automations
- Contact Based Automations
- Transaction Based Automations
- Duplicate an Existing Automation
- How-to Video - Intro to Automations - A Complete Walk-through
Advanced
- Team Copy Automations for Admins
- Copy One or More Automations from an Existing Team
- Repeat Annually Setting for Automation Entry Conditions
- Bulk or Batch Update Contacts
- Allowed Communications Times in Automations