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How do I create automation templates?

To create an automation template in your AXLE portal, follow these steps:

  1. Access Campaigns: On the left-hand side of your AXLE portal, locate the black toolbar and scroll down to the Campaigns section.
  2. Navigate to Automation Templates: Within the Campaigns section, select Automations, then choose Automation Templates from the dropdown menu.
  3. Add a New Template: Click on Add New to start creating a new automation template.
  4. Configure the Template: Fill out the required criteria for your automation, including triggers, actions, and any specific settings pertinent to your campaign.
  5. Save the Template: After completing the configuration, ensure you save your new automation template.

Note: If the Automation Templates option is not visible, please contact your Franchisor for further assistance.

By following these steps, you can effectively create and manage automation templates within your AXLE portal.

Updated on December 6, 2024

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