Basic Actions Web Flow

Getting started with actions can be tricky! Here's a basic actions flow chart to help you set up your automations.

Mallory Lydon avatar
Written by Mallory Lydon
Updated over a week ago

Actions are a powerful tool to help you automate your email and text automations, but we understand that getting started setting those up can be a little tricky! In addition to our other articles with these steps (step 1, step 2, step 3) and tutorial video, we hope this info graphic can help you and your team understand how the basic logic behind triggering events and rules work when setting up your company actions.

We hope this flow chart will be useful to you in understanding the basics of actions and getting started with setting up your company's automated emails and texts!

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