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Automation: Helpful Hints guide 1

Last updated by Rich Orr on November 04, 2016 13:09

  • ALWAYS build then START your automation BEFORE adding any contacts.
  • When using past emails sent for email actions, make use of the Make Copy button:
  • Want to put your webform sign-ups into a Group? Just link your form to a pre-created automation for this Add to Group action:
  • If you want a clicked Link or an Open to feed to other automations e.g. add to campaign then use the Automation step within editing an email: