Create an Automation

Use the Automation composer to automatically send a message to users when predefined conditions are met.

To get started, click   and select Automation. After completing a step, click the next one in the header to move on. Click   if you want to name the message or flag it as a test.

Setup

Enter a descriptive Automation Name, configure the trigger that will initiate your automation, and enable the channels you want to send the message to. Available channels are based on your trigger.

Content

Configure the message content per enabled channel. See: Creating content and Optional Features.

Delivery

Configure delivery. Timing settings do not appear if you chose the Inactivity trigger.

Review

Review the device preview and message summary. Click the arrows to page through the various previews. The channel and display type dynamically update in the dropdown menu above. You can also select a preview directly from the dropdown menu.

Choose whether to create this automation as Active or Paused. Select Paused if you’d like to create the message but aren’t quite ready to activate it. After starting your automation, you can change its status at any time.

Click Start Automation or Schedule Automation.