Follow the steps below to create an Automation that runs automatically and helps you streamline repetitive work.
Step 1: Open the Automation tool
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Start from the EveryAction Home page.
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In the left-hand navigation, go to:
Engagement → Communication Tools → Workflow Automation
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If your navigation looks different, use Search for a page and enter Automation.
Step 2: Create a new workflow
On the Automation list page, select one of the following options:
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Build from a template to start with a pre-designed workflow
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Start from scratch to build a workflow step by step
If you choose a template, enter a clear workflow name and short description, then select Build Workflow.
Step 3: Configure the Start step
Select the Start step to define how contacts enter the workflow.
Here you’ll choose:
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Whether contacts can enter one time or unlimited times
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Which contacts to include or exclude using saved searches
You can edit the saved search later using Edit Search.
Important: Do not reference the Automation you are building within its own saved searches. This can cause the Automation to pause automatically.
Step 4: Add and customize workflow steps
Between steps, select the plus (+) icon to add new steps.
You can add:
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Action steps to perform tasks like sending an email
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Wait steps to control timing between actions
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Decision steps to branch contacts into Yes or No paths
If you’re using a template, suggested steps are already included. Open each step to review and customize the details.
Step 5: Use Decision steps for branching (optional)
Decision steps let you segment contacts based on:
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A saved search, or
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The result of a previous email or mobile message step
Contacts who meet the criteria follow the Yes path. All others follow the No path. Each Decision step creates separate endpoints for those paths.
Step 6: Name endpoints
Each path in your workflow ends at an endpoint.
Open each endpoint and give it a clear, descriptive name so you can easily understand how contacts completed the Automation.
Step 7: Run checks and activate the Automation
When your workflow is ready, open the dropdown in the top-right corner and select Run Check to activate.
If all steps are configured correctly:
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Choose your preferred run time
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Confirm email suppression settings, if applicable
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Confirm activation
Once activated, the Automation will begin running automatically.