Automations

Introduction and how to use automation

• Introduction to Automations
• Using Automations
• Automations - FAQ

Automation rules

• Examples of automations for selected activities
• Automation Triggers
• Automation Conditions
• Automation Actions
• Running the Automation

Automated e-mails

• Creating automated e-mails
• Automated Emails – Conditions and General Settings
• Automation Overview
• Execution History

Creating automations

• Change Owner, Delete and Validate Automations
• Creating Automations from a Template
• Using the Automation Editor

Automation settings for administrators

• Enabling Automations by Administrators and Pricing