New Automation Builder
The New Automation Builder: Creating a Multi-Action Automation
Multi-action automations are automations with a single trigger and multiple actions. These allow you to streamline communication with your site visitors, deliver the right information at the right time, and optimize your business processes.
For example, you can create an automation that welcomes members logging in to your site with a chat message and then sends a follow-up email a few days later.
To create a multi-action automation:
Click + to add a step.
Click Action.
Select an action.
Set up the action using the available options.
Follow steps 2-5 for every additional action you want to add to this automation.
Click Activate.
Adding more actions to existing automations:
If you add new actions to existing automations, these actions will only apply to instances triggered after you save your changes. For every instance already triggered (e.g. form submitted), these new actions will not be performed.