Table of Contents

Design an Automation

Christy Cook Updated by Christy Cook

The automation designer is a drag-and-drop designer used to visually build automations.

Automations are located inside a campaign and built with three elements: Triggers, Actions and Conditions. Collectively, these are called blocks in the Automation Designer.

  • Triggers - blocks that start a workflow. For example, when a form is completed.
  • Actions - blocks that do something. For example, send an email.
  • Conditions - blocks that evaluate something. For example, was an email clicked.
Important: An automation must be assigned to a campaign and must always start with a Trigger.
Watch our How-To Tutorial, or keep scrolling for step-by-step instructions:

Below is an example of DailyStory's 21-day trial automation that drips a set of emails over time to people who start a trial:

The automation example above starts with the trigger: When added to campaign, then is followed by an action to immediately Send an email, then waits a period of time as a condition, before the next action of sending the next email.

Noted: Automations are always associated to a campaign, while triggers are always applied to leads within the campaign. For example, a trigger that starts when a pop-up is completed is associated with pop-ups within that campaign.

Drag-and-drop Blocks

To add blocks to the design canvas, simply drag-and-drop them. When you mouse over a block, the mouse cursor will change to a move arrow:

Click and hold a block and drag it onto the design surface. When you drop a block, it can either be the first block — which can only be a trigger — or it can snap to a parent block.

When a block can snap to a parent block a blue dot will highlight this:

Releasing the mouse button will snap the blocks together, as seen below:

Note: Some blocks can only connect to other blocks. When this is the case you'll receive a message in the designer.

Remove a Block

There are two ways to remove a block:

1. Select a block and drag it apart from its parent. This visually "breaks" the connection between the two blocks and once release the dragged blocks are removed.

2. Select Remove in the block's properties:

Warning: Either action will also remove the block's child elements.

Removing a block will remove all the block's children too. In a future update, the Remove button will only remove the selected block.

Block Properties

When a block is selected on the designer (outlined in blue), a menu on the right side of the screen will open with additional properties for that block.

Below the Send an Email block is clicked and properties relevant to this action can be configured:

Preview an asset

Within the automation, you can now Create an Email, Edit an Email or Preview an Email within the automation:

Save, Reset, or Delete

The buttons on the top right of the designer are used to save the current copy automation your are editing or to delete the automation. You can also reset the designer, which removes all the blocks.

Note: When a new automation is first created, it is disabled by default. You need to enable the automation to start using it, and we also encourage you to an Automation Schedule to avoid sending SMS messaging late at night or early in the morning.

How Did We Do?

Automation Guide

Automation Triggers