How Automations Work
In this video, we'll do a general overview of the automations area and go through anything important that you might need to know.
Understanding Automations in Business: An Overview
What are Automations?
Automations allow you to set up automatic workflows within Funnel Breezy. This means you can define a series of actions that happen automatically based on specific triggers.
Benefits of Automations:
Save time by automating repetitive tasks.
Improve customer experience by delivering timely responses and information.
Accessing Automations:
In your Funnel Breezy dashboard, navigate to the "Automations" section and then select "Workflows".
You'll see a list of pre-built automation templates covering various actions.
Using Automation Templates:
Pre-built templates can be a great starting point.
You can duplicate any existing template to customize it for your needs.
Creating New Automations:
You can also build automations from scratch to suit your specific goals.
Understanding Automation Components:
Triggers: These are the events that initiate the automation, like someone submitting a lead magnet form.
Actions: These are the automated responses, such as sending an email or text message.
Steps: An automation can have multiple steps with different actions occurring at each step. You can even include delays between actions.
Tracking Progress: Funnel Breezy allows you to monitor the progress of contacts within your automation workflows.