When to automate and how to verify

Purpose

Automate a known process and test its effects before expanding.

Step by step#

1. 1

   Define the event, condition and expected result before creating the rule.

2. 2

   Prepare the channels, templates, owners and records used by the actions.

3. 3

   Create the automation in the source module, not in a universal setting.

4. 4

   Review sending days and hours when offered; messages outside the window may wait for the next opening.

5. 5

   Use the available records/logs to check execution and avoid rules that trigger one another.

6. 6

   Validate with an authorized account/case before activating for a real audience; do not use customer data for tests without authorization.