Advice and answers from the Jumplead Team

Adding an automation to your stream will allow you to trigger marketing activity when one of your contacts returns and is added to a stream. For example, you might want to receive a notification when a contact returns and views your pricing page.

Select the Stream you would like to add an automation to from the dropdown menu on the left, then click the settings cog icon on the right hand side of the page.

From the ‘Automation’ tab, click ‘No time like the present’ to add an automation.

Add your prefered name and description, then add one or more actions to be triggered by your Stream.

You can add more than one action, so if you wanted to get an email yourself, tag the Contact and change their stage all at the same time. You can.

Once you have added your automation it will be listed in the Automations section, as well as from the automations tab for your stream.

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