Steps to Add and Manage Global Automation:
Click on the "Admin" tab in the top navigation bar.
On the Admin page, click the "Marketing" tile.
You will be redirected to a new page. Click the "Automations" tile.
Click the "New Automation" button.
Enter the "Automation Name" and click "Save".
You will be redirected to the Global Automation Builder page, where you can configure the Triggers and Actions.
To activate the global automation, toggle the Inactive button to Active in the top-right corner, then click "Save Automation". Non-Company Users and Company Admins can view the global automation. Company Users can only view the automation with the required permissions but cannot edit or delete it.
Non-company users can now see the global automation on their Marketing -> Automations page. They have the ability to toggle the global automation on or off for themselves. If turned off, the automation will not trigger for them. However, they can only toggle the status (on/off) and are not allowed to edit the global automations.
The global automation is now visible on the Company Automations page. Company Admins can toggle the global automation on or off for their company users.
If turned off, the global automation will not be visible to company users.
If turned on, company users will not have the option to turn off the global automation.
To deactivate the global automation, toggle the Status switch to Off. If the Super Admin deactivates the automation, it will no longer be visible to any users. Only the Super Admin has this authority.
To edit, click the "Pencil" icon. To clone, click the "Copy" icon. To delete, click the "Trash" icon.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.- 90-Day Sales Support