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.