Automation means to create a workflow and to reach each one of your unique contacts automatically. A workflow is created to target specific groups of contacts, which will make lead nurturing and customer management tasks easier.

Creating and Managing Automation Workflows

Step 1: Navigate to the Manage Your Workflows page.

Automation Nav Item

OR

Home Dashboard>Automation Tile

Step 2: Enter a Workflow Name in the text box provided.

Step 3: Click on the Create a new Workflow button.
OR
Click on the configure link beside the Workflow to be edited.

Step 4: Click on the Add Condition button.

Step 5: Select a Condition Type.

Step 6: Select/Enter the appropriate values for the following fields.
These fields change depending on the Condition Type.

Step 7: Click the Add button.

Step 8: Repeat steps 4 through 7 until all of the conditions have been entered.

Step 9: Click on the (Click to add an Activity) button.

Step 10: Enter an Activity ID in the text box provided.

Step 11: Select an Activity Type from the drop-down menu.

Step 12: Select/Enter the appropriate values for the following fields.
These fields change depending on the Activity Type.

Step 13: Click the Save/Add Activity button.

Step 14: Repeat steps 9 through 13 until all of the activities have been added.

Step 15: Click the Save button.

Step 16: Click the Enable or Disable Workflow button.

Step 17: Move the Accounts that this automation applies to into the Enabled box by selecting the Account and clicking the appropriate arrow button.

Please note: While making any changes to the workflow, please disable the workflow before making the changes. If the workflow is no longer needed, please disable the workflow.

Step 18: Click the Save button.
Don’t forget to watch our video tutorial on How to create a Workflow, which better illustrates the process of automating a workflow within itracMarketer.