Navigation Path​

In the  ​Main Navigation​, click ​Automations​  >  ​Automations​ > Time-Based > Create

Basic Settings​

​Name​

The name is used to identify the automation in the system. The maximum length is 100 characters.

​Description​

The description makes it easier to identify the automation in the system. This is helpful if many automations of the same type are created.

​Job​

This input field defines the job. Find a list of all available jobs here.

Define Job

This area defines the specific parameters of the job. The fields displayed here depend on the specific job.

Information about settings for each job is described for each job separately. Find a list of all available jobs here.

Define Segment

SegmentA segment filters contacts according to defined conditions.

For some jobs, a segment is mandatory. Information about how segment apply to each job is described for each job separately. Find a list of all available jobs here.

Schedule​

​Schedule

This button saves changes and opens the Schedule Time-Based Automation (window)​. Here the date and time of execution are defined.