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Salesmate
Automation Journeys
Automation Journeys
Design personalized customer journeys for your marketing and sales needs.
Overview
What are Automation Journeys?
Automation Journey - Live View
Who can create Automation Journeys?
Difference between workflows, sequences and automation journeys
How automation journey prices are calculated?
Automation FAQs
Manage Automation Journeys
How to create a new automation journey?
How to Edit or Delete an Automation Journey?
How to clone an Automation Journey?
Pause or Resume an Automation Journey
Lock & Unlock Automation Journey
Managing Automation Journeys with Folders
Triggers
Date and Time (Trigger)
Date Match (Trigger)
Event (Trigger)
Page Visited (Trigger)
Text Received (Trigger)
File Uploaded (Trigger)
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Conditions
Has Visited Page (Condition)
Check Email Status (Condition)
Is in List (Condition)
Check Contact Field (Condition)
Check Deal Field (Condition)
Check Company Field (Company)
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Actions
Change Score (Action)
Send Text (Action)
Remove from List (Action)
Add to List (Action)
Activity Create (Action)
Action: Company Field Update
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Reports and Logs
Automation Logs