This feature is still in preview and subject to minor changes - please share any feedback and issues with our team as we prepare for the final release.
Click here to view the full guide on building automations and the options available when building/editing.
From the automation displayed, click on an existing one's name/text to go through to the editor and make changes. You can also access quick actions:
Quick Actions
Toggle - quickly enable or disable the automation.
Duplicate - open the editor with the automation details pre-filled to make changes and then save as a new automation.
Manual Send - Choose yourself or an individual lead to run this automation against manually; this triggers the next minute.
View Scheduled - Loads the scheduled automations page, where you can view and filter all automations.
View Options
Changing Views - The toggle at the top of the page offers 2 views where you can view automations listed in order of journey, possession or flow view, which is a funnel-style display.
Filtering Journeys - You can filter automations displayed by selecting Filter from the menu, then selecting the criteria you want to filter by. This will show a dynamic journey for leads who matched the selected criteria.
Scheduled Automations
Select Scheduled from the menu to the left of Add New to view a list of all automations that have been sent or are scheduled to be sent and their status. You can also click through from an individual automation to filter for only the selected.
Automation Options
Retry - The retry button on each automation lets you trigger the automation again for that lead.
Preview - Click to view what will be sent as part of the automation.
Cancel Automation - Delete the automation and stop it from triggering/sending.
Thanks for reading! Got questions? Check out the other guides in the CRM section here then if you need more support hit the support icon, bottom right, to ask or team a question 🙋
Team BoxMate!