Add-on Automations

Duplicating and customizing existing automations

Duplicating and customizing existing automations

Note: You must have the specific user rights to see the menu item Automations. Find more information about it here:

> Add-on "Automations"

To duplicate and customize automations, follow these steps:

  1. Open the app Message Tracking.

  2. Open the menu item Automations.

  3. Select the automation you want to duplicate.

  4. Click on the button Copy at the top left.

  5. Go through all steps to set up your new automation.

    Note: Please find more detailed information and instructions on each step in the individual articles linked at the end of this article.
  6. Click Next to move to the next step.

  7. Click Finish to save the automation.

This new automation now appears in the Automations overview screen for the user who created it and users who are assigned the role Message Tracking Automations Admin. Other users cannot see the automation.

Users with the role Message Tracking Automations Admin can also see who created the automation.

Find more information here:

> Step 1: Condition

> Step 2: Repeat

> Step 3: Action