• Automations List

    Shows the list of all automations. Each automation can be tied to several Email Lists. "AS" means "Auto Start": users who join the list will auto start in this automation. "AE" means "Auto Exit": users who leave… more »
  • Automation Settings

    An automation can be tied to several Email Lists. "Auto Start": users who join the list will auto start in this automation. "Auto Exit": users who leave the list will auto exit from the automation. more »
  • Automation Steps

    This screen shows the steps of the automation. Normal execution Steps are executed by a scheduled job. When the scheduled job runs, it executes all steps that have users queued for execution. Each user is processed individually. You can see the… more »
  • Automation Diagram View

    This screen is equivalent to the regular Automation Steps view but it shows the steps as a visual diagram which makes it easier to follow the workflow in case of very complex automations. Note: On Chrome/MacOS it is not possible to drag & drop the… more »
  • Automation Step Details

    This screen allows to edit the details of each automation step. Please note each step can have a different type / perform a different kind of action. Details about each type of action can be found here: Step / Action details Users queued This panel… more »
  • Automation Queued Users

    This screen shows all users that are part of the automation. For each user you can see: What the next step will be At which date & time that step will execute (approximately, depending on the task scheduler) You might also alter the automation for a… more »
  • Step / Action details