Starting your automation

Go into your Contacts tab



Select the list that communication will be sent to



Click Options and select select Send contacts communications



Name the campaign

The name is internal and for your usage only



Select People added to the list or People removed from the list



Customize the communication



Select the timeframe in which the communication will be sent after the contact is added to or removed from the list



Select No or Yes



Selecting yes will require a manual review before sending out the communication


Getting to your custom communication

Enter your setup tab and click settings within the communication box



Select the Custom tab



A. Turn on the communication to begin generating the communication
B. Turn on the communication automation
C. Configure the communication or edit the template


Configuring your communication post-creation

Select your Custom tab and select Configuration next to the communication you want to configure



Test1



Test2



C.