Automations

Automation helps you set up triggers and corresponding/chain/related actions to interact with your contacts. It allows you to create sequences and carry out tasks even when you’re away.

This section will help you get familiar with automations in Autonami.

Dashboard

Go to Campaigns ⇨ Automations to visit this section.

You can see the list of all the automations you created in Autonami one after the other.

Here you can jump to your active and inactive automations along with their name, event, actions, tasks, total runs, revenue, and status.

Use the search bar if you want to search an automation by its name.

Action Button

Once you click on the actions button for an automation, you’ll see these options:

• Edit
• Activate/Deactivate
• Duplicate
• Export
• Delete

Let’s quickly take a look at each one of these options.

Edit an Automation

Click on Edit to start editing this automation.

It’ll take you to this automation’s workflow where you can make changes to its sequence, select different actions, and more.

Activate/Deactivate an Automation

You can activate or deactivate your automation using this option.

If an automation is already live, then it’ll show you the option to deactivate it.

If an automation is inactive or in draft mode, then you can activate it from here.

Duplicate an Automation

You can duplicate the workflow of this automation by choosing this option.

As you click on the Duplicate, it’ll create a copy of your automation there.

Exporting an Automation

You can export a specific automation in a .json file on your system.

Read this document on how to export an automation.

Deleting an Automation

Clicking on delete will remove this automation.

It’ll ask you for the confirmation to delete this automation:

Clicking on Confirm will permanently remove this automation.

This is all about the first screen of Automations.

The further documentation will help be a guide to help you master all the functionalities of setting automations in Autonami.