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

• 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 (Trigger)
• Date and Time (Trigger)
• Date Match (Trigger)
• Event (Trigger)
• Page Visited (Trigger)
• Text Received (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

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

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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?