Add New Automation
From the Marketing Automation Home screen, click on the blue Add New Automation button.
Add New Automation popup box appears. Fill out each section as all fields are required.
If Yes was selected for Create Automation From Template, a dropdown will appear for you to select an existing template.
Preview the template flow chart by clicking the Preview button.
Once all fields are completed, press the Save and Continue button to advance to building your automaton. Or, select the Cancel button to revert back to the Marketing Automation Home page.