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?
• Automation Rules in Modules

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

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Triggers

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

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Conditions

• Check Email Status
• Check Contact Field
• Check Deal Field
• Check Company Field
• Check Activity Field
• Is in List

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Actions

• Send Email
• Contact Field Update
• Company Field Update
• Deal Field Update
• Send Text
• Remove from List

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Reports and Logs

• Automation Logs

Automation FAQ's

• Can I remove the contact from the Automation once the automation is Live?
• 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?