Step 1: To create an Automation hover over ecommerce and click on 'Automations'
Step 2: Then click on create new automation
Step 3: A form will pop and you need to fill it out. Once you have filled it out you can click on create
Step 4: In your automation you can schedule messages to be sent out to your clients by clicking on schedule messages
Step 5: Fill out the subject, message and the number of days or weeks
Step 6: Once you have assigned messages to be filled out you can assign resources to your clients as well and add it to your automation.
Step 7: You then select the service package and then assign the number of days per week if you want to assign it immediately just keep it at zero
Step 8: Next is assigning questionnaires to your clients, hover over assessments and then click on questionnaire library
Step 9: Once you have selected the questionnaire click on the 3 dots and then click on Add Schedule to Automation Product
Step 10: You then select the service package and then assign the number of days per week if you want to assign it immediately just keep it at zero
Step 11: Now we can assign program to the Automation product, hover over programs and click on assigned programs
Step 12: Once you have selected the program to assign you can click on Add Schedule to Automation Product
Step 13: Select the service package and then assign the number of days or weeks you want your client to receive it or leave it as zero if you want it sent right away
Step 14: Now we go back to ecommerce and then click on the 3 buttons beside the Automation and then select view scheduled items
Step 15: You will see all of the resources, questionnaires, programs and messages that you have scheduled to your Automation
