Automation Journeys

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?

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

• Text Received (Trigger)
• File Uploaded (Trigger)
• Note Added (Trigger)
• Email Unsubscribed (Trigger)
• Activity Completed (Trigger)
• Deal Status Match (Trigger)

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Conditions

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

Actions

• Remove from List (Action)
• Add to List (Action)
• Activity Create (Action)
• Email to User (Action)
• Exit (Action)
• Add Delay (Action)

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Reports and Logs

• Automation Logs