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