Hands-on checklist: Building automations

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Once you have sketched out your process, it's finally time to build and activate your customer journey in Engage.

We've put together a short step-by-step checklist to help you get going:

1. Select the relevant entry criteria for your flow

   Feel free to ask us if you have any questions. Read more about different entry criteria here.
   
   

2. Create your selection 

   If you want to freshen up your memory on how the segmentation tool works, you'll find an article about this here. To verify your selection, we suggest that you test your search to see how many hits you'd get if you enabled the flow directly.
   
   

3. Set frequency 

   Make sure that you set a frequency that interacts with your business and other parameters in the flow.
   
   

4. Give your automation a name and write a description 

   Don't underestimate the importance of naming! Always name and add a description to your automated journeys to make it easy for yourself and your colleagues to understand the purpose of each automation.
   
   

5. Build your flow 

   Use the following features to build out your predefined customer journey:
   Activities
   Conditional splits
   Time delays
   Triggers
   
   

6. Assign tags

   The list view gives a clear overview of your automations and the possibility to make the settings simpler already in the listing. With the edit menu you can change the name and description for each automation or delete them directly from the list view.
   
   You can create and assign tags to your automations to clarify the purpose of each flow and/or group them. You can then filter these tags in the listing and get a clearer overview.
   
   Tags are managed and edited via the Main Menu > Administration > Tags.