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Automation Groups

How to organize your Automation

Seanalee Greenough avatar
Written by Seanalee Greenough
Updated over a week ago

Automations can be organized and filtered using Automations Groups.

Automations _ Marketing Automation - Google Chrome 2024-05-16 at 3.01.25 PM

After you click the link above, you'll want to give your new group a name and click Create.

Once a group name has been assigned, you can select and move your campaigns to their designated groups. Click the corresponding boxes until you have your items selected. Click the Move To dropdown to select the group you wish to assign them.

After moving your automations, you can see them in your group along with a corresponding number to show how many campaigns there are within that group.

The original Automation will still be listed under All Automations for ease of access. Automations can be renamed and/or archived for better organization.

Automations _ Marketing Automation - Google Chrome 2024-05-16 at 3.04.54 PM

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