Like I said back in my What is the Automation tool? article, this is only the beginning! We're planning on adding more enhancements to the automation tool in the future.
Now, a million things can happen between now and the future so keep in mind that the below descriptions and screenshots may change. Things move a mile a minute at Keela!
We'll be making some ready-made workflow templates that you can choose to begin from!
Testing a Workflow
You'll be able to test out the flow of your workflow. You'll also be able to see an outline in text of the steps a Contact will take throughout the workflow in a final review stage.
When choosing starting criteria, you'll be able to view a preview of the existing Contacts in your Keela account that will currently meet this criteria. This list will update dynamically when you change the filter logic of the starting point.
Would you like to see something new added to Automation?
Sure thing! We'd love to hear your suggestions. To save yourself time, please post them directly in our Product Portal here rather than sending them through to us as a ticket at email@example.com. This way, you'll skip the emailing step and go straight to the Portal!