(Estimated time: 5 minutes during the first setup)

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💡 What is an automation?

Automation is a method that helps streamline repetitive manual tasks in customer relationship management, reducing processes and improving productivity.

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If you want to use automations in NextLead to communicate with your contacts, here are the steps to follow:

1. First, define the purpose of the automation and the contacts it will target (choose the existing mailing list if available).

   If it’s not created yet, you’ll first need to create a mailing list for those contacts and a campaign for this list.

2. Go to the Marketing tab, then click on Automations.

   From there, click New automation, give it a name, and click Create:

   

   Automations tab

Creating a new automation

3. Configure the Automation

1. In the automation editor, you can select the initial trigger (e.g., list entry, date, action), choose the action (which campaign will be sent and how it should be scheduled), and configure everything.

   

   Automation trigger settings

You can also add more actions or rename the automation by clicking on the Settings button at the top right:

Action scheduling settings

4. Save & Manage the Automation

1. Click Save to create your configuration.

   After saving, you’ll still be able to click Edit automation, and from the top-right corner, you can activate, pause, or disable the automation at any time:

Edit, settings, and activation options