# Setup Your Automation

1. Go to **Automations**.

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2. Click the automation name to open the automation setup page.

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3. Click the **+ button**.

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4. You can select the step type (**Action/Delay/Condition**).

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5. You can setup for the step type.

i. Action

* Click **Messaging.**

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a. Email

* Click **Send Email via MailNiaga**

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Click : **Click to Open Visual Editor** to add content for Email Message Automation.

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Adding & editing content available here. Click **Done & Save** to save the content.

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1. Enter **Subject** for the email message automation.&#x20;
2. If you tick here, the automation will only **run once** to the leads who fill in the automation form.
3. Click **Save** to save the automation setup.

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b. SMS

* Click **Send SMS via SMSNiaga**

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1. Enter **SMS content** in the area provided.&#x20;
2. If you tick here, the automation will only **run once** to the leads who fill in the automation form.
3. Click **Save** to save the automation setup.

<figure><img src="https://837980260-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZ6_HQ5Xb4p3DicjdT3%2Fuploads%2FbdrJgk4VR11m0EiQsB7o%2Fimage.png?alt=media&#x26;token=1f8f08bb-a8fa-4e88-9e34-b328dece51ce" alt=""><figcaption></figcaption></figure>

c. WhatsApp

* Click Send WhatsApp via WhatsApp Cloud API

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* <mark style="color:red;">CRM (COMING SOON)</mark>
* <mark style="color:red;">Automations (COMING SOON)</mark>
* <mark style="color:red;">Orders (COMING SOON)</mark>

ii. Delay

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#### **Delay by Time**

1. Set the delay timing (**minutes/hours/days**)
2. Set the specific period.
3. Click **Save** to save the setup.

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#### Delay by Date

1. Set the **date**.
2. Click **Save** to save the setup.

<figure><img src="https://837980260-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZ6_HQ5Xb4p3DicjdT3%2Fuploads%2F4rJP5f7jvuHZOrwfYNP6%2Fimage.png?alt=media&#x26;token=5e566675-e023-4bff-8e1b-69d2d9aefc6d" alt=""><figcaption></figcaption></figure>

iii. Condition

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1. Click **Custom Field.**

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1. Select the Field & Operator. Then, enter the value to be the condition.
2. Click **Save**.

<figure><img src="https://837980260-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZ6_HQ5Xb4p3DicjdT3%2Fuploads%2FwehfHBsMd4h5MNa2lPFw%2Fimage.png?alt=media&#x26;token=77f55f03-ec22-4cee-bfac-b6a3535690a6" alt=""><figcaption></figcaption></figure>

3. After done setup all the Steps, toggle on the **Active** button and click **Save** button.

<figure><img src="https://837980260-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZ6_HQ5Xb4p3DicjdT3%2Fuploads%2FR828HoJ2b708GESMhN2o%2Fimage.png?alt=media&#x26;token=665e5dad-8be7-40a3-b237-cb3c83a0591f" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Make sure to **Save** the automation everytime you edit anything!
{% endhint %}
