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Automating delivery of a product after purchase (part 1)

1

Click on "AUTOMATIONS"

Click on "AUTOMATIONS"
2

Under 'Contacts' click on 'Lists'

Under 'Contacts' click on 'Lists'
3

Click on "Create List"

Click on "Create List"
4

Give the list a title, then click "Create"

Give the list a title, then click "Create"
5

Click on "AUTOMATIONS"

Click on "AUTOMATIONS"
6

Click on "Create a New Automation"

Click on "Create a New Automation"
7

Under the 'CRM' tab, select 'List Applied' as the trigger for this automation

Under the 'CRM' tab, select 'List Applied' as the trigger for this automation
8

Click on "Continue"

Click on "Continue"
9

Give the automation a name

Give the automation a name
10

Select the correct list from the drop-down menu

Select the correct list from the drop-down menu
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Click on "List Applied"

Click on "List Applied"
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Under 'Run When' choose 'contact added in any of the selected lists'

Under 'Run When' choose 'contact added in any of the selected lists'
13

Under 'Conditions', select the check box.

Under 'Conditions', select the check box.
14

Click the "Save Settings" button

Click the "Save Settings" button
15

You've successfully set up the first part of your product delivery automation!

You've successfully set up the first part of your product delivery automation!