Set up automations

Learn how to set up the different types of automations Funnelish offers.

Remember that each automation can help to solve different situations, use the one that best fits your needs.

Global automations

They can be set up once and then applied to many funnels (or all of them).

1. Click the Automations tab in your header menu.

2. On the new page, click the Create a new automation button.

3. Select Start from scratch and then click Create.

4. Build your automation using triggers and actions.

When you select a Trigger, you will be asked to select the funnels in which this automation will be available.

Funnels selection for global automation.

1. Below your header menu, give your automation a name, save it, and then make sure to change the slider to Active.

   

   Save and activate your global automation.

Funnel automations

Funnel automations are specific to the funnel in which they were created.

1. Select the funnel you want to create the automation in.

2. On the bottom of the left panel, click on the Funnel automations icon.

3. On the new page, click the Create a new automation button.

4. Select between Start from scratch or Abandoned Cart Sequence and then click Create.

5. Build your automation using triggers and actions.

6. Below your header menu, give your automation a name, save it, and then make sure to change the slider to Active.

   

Product automations

1. Go to the page where you have your product

2. Click on the product you want to add automation to.

3. The right side panel will open. Scroll down to the Automations and click on the Create new automation button.

   
4. Select the trigger for your automation and click Continue.

5. Select the integration you want to use with your automation.

6. Define which action you want the automation to accomplish. (The action list will vary depending on the integration you're using)

7. Click the Add button on the pop-up window and then the Save Changes button on the bottom of the right panel.