Set up automations
Learn how to set up the different types of automations Funnelish offers.
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Learn how to set up the different types of automations Funnelish offers.
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Was this helpful?
Remember that each automation can help to solve different situations, use the one that best fits your needs.
They can be set up once and then applied to many funnels (or all of them).
Click the Automations tab in your header menu.
On the new page, click the Create a new automation button.
Select Start from scratch and then click Create.
When you select a Trigger, you will be asked to select the funnels in which this automation will be available.
Below your header menu, give your automation a name, save it, and then make sure to change the slider to Active.
Funnel automations are specific to the funnel in which they were created.
Select the funnel you want to create the automation in.
On the bottom of the left panel, click on the Funnel automations icon.
On the new page, click the Create a new automation button.
Select between Start from scratch or Abandoned Cart Sequence and then click Create.
Below your header menu, give your automation a name, save it, and then make sure to change the slider to Active.
Click on the product you want to add automation to.
On the right panel, scroll down to the Automations section and click on the Create new automation button.
Select the trigger for your automation and click Continue.
Select the integration you want to use with your automation.
Define which action you want the automation to accomplish. (The action list will vary depending on the integration you're using)
Click the Add button on the pop-up window and then the Save Changes button on the bottom of the right panel.
