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Knowledge Base
Automations
Automations
Build, Edit, Assign and Active
Introduction
Intro to Automations
Contact-Based Automations
Transaction-Based Automations in Lendware
Duplicate an Existing Automation
Advanced
Control Automations for Teams and Groups
Copy One or More Automations from an Existing Team
Workflow: Using Repeat Annually in Automation Entry Conditions
Allowed Communications Times in Automations
Initial Setup
Troubleshooting Automations: Step-by-Step Guide and Best Practices
Build Specific Contact Automations
How to Build a Newsletter Automation