- Before building your first automation, make sure you know: What do I want this automation to achieve? What is the desired end result?
- Every automation begins with a start trigger (the event that triggers an automation).
- The middle part of an automation is the action. What do you want to happen after the triggering event takes place?
- Consider what you want to happen at the end of an automation as well. Do contacts who go through this automation need to be sent to another automation, or is the process simply complete for them?