Steps to define an automation

This article assumes that you have already connected your ESP in the Integration module.

Although we covered the purpose of this module in another article, here are steps to define an automation

Step 1: Click on Add Automation on the top rigth side. This will open a pop up as shown below.

Step2: Select required parameters

1. Action – Select an action. As of now, we have one action which is “Purchased”.
2. Product – Select the product name.
3. Integration – Select the integration name.
4. List – Select the list name. This is populated based on the integration that you select in step 3. The list will come from your ESP.

These 4 parameters implies – Contact details of those who purchased the product X, will get added to Integration Y to the list Y.a

Lets say that you have a List name “Customer” in your Convertkit account. You will first connect Convertkit in Integration module, using your API keys. Lets call this integration CK.

Your product name is “Launch Accelerator”. You will select below options in your automation

Action – “Purchased”

Product – “Launch Accelerator”

Integration – CK

List – ” Customer “

This automation will send whoever purchased your product “Launch Accelerator ” to your convert kit account in the list “Customer”

Step 3: Click on Save.

Step 4: You will see all automations defined as shown below. You can edit or delete automation using the links on the right side.