Access the Automation Module
On the main panel, click the "Automations" tab.
Click "Add Automation" to start a new flow.
Name and Organize the Automation
Enter a descriptive name for the automation.
Add the automation to a group to keep things organized.
Create and Set up the Flow
After saving, the flow configuration screen will open.
Choose the Initial Trigger. In this case, select "Leads" and set it as "Manual Execution", since the trigger will start manually.
Add Wait Block
Insert a wait block and set the required time.
The wait can be set in minutes, hours, or days, depending on your needs.
(you can add this block when you need to schedule a trigger)
Add Message Block
Insert the message block to create the content for the trigger.
In the message block, you can include:
Text: Custom written messages.
Audio: Voice recordings.
Files: Photos, documents, videos, and more.
Save and Activate the Automation
After setting up the blocks, click Save to make sure your progress isn’t lost.
Activate the automation to make it available when you trigger it.
Access the Leads Database
Go to the "Leads" tab, where all the contacts are stored.
Filter the Leads
Click on "Filter" and select the criteria to segment the leads.
Filters can include:
Tags: Leads with specific tags.
Lists: Pre-defined groups of leads.
Products: Leads associated with certain products.
View the Filtered Leads
After applying the filter, you'll see the list of leads that meet the selected criteria.
Start the Send
Click the three bars next to the filters button.
In the menu that shows up, select the option "Start Automation."
Select the Automation
Choose the automation set up for the trigger.
Confirm the leads who will get the message.
Finish the Process
Click Run to start the automation trigger.
Review the Flow: Before activating, check all settings to avoid mistakes.
Organize with Groups: Keep automations organized by theme groups.
Monitor the Results: After launching, follow the leads and evaluate the automation's performance.
