Automation Journeys

Overview

• What are Automation Journeys?
• Difference between workflows, sequences and automation journeys
• Who can create Automation Journeys?
• Automation Journey - Live View
• How automation journey prices are calculated?

Manage Automation Journeys

• Automation Version History
• 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

See all 7 articles

Triggers

• Email Activity
• Date and Time
• Date Match
• Event
• Text Received
• File Uploaded

See all 32 articles

Conditions

• Has Visited Page
• Check Email Status
• Is in List
• Check Contact Field
• Check Deal Field
• Check Company Field

See all 7 articles

Actions

• Activity Deal Association
• Change Score
• Send Text
• Remove from List
• Add to List
• Activity Create

See all 18 articles

Reports and Logs

• Automation Logs

Automation FAQ's

• Can we select the contact's timezone for the delay execution?
• What happens if my delay window is 9 AM to 4 PM and contact enters to the step at 4.15 PM?
• Is it possible to change Automation name once the Automation is published?
• What happens to the Automation if the account gets suspended?
• What happens to the contact once the Automation is deleted?