--- title: Getting Started with Automations description: In this article, you will learn how to create and use an automation on the Apifon platform. --- [Skip to content](https://kb.apifon.com/automations#main-content) - [English](https://kb.apifon.com/automations) - [Ελληνικά](https://kb.apifon.com/el/αυτοματισμοί) English Show submenu for translations ![apifon-full-lock-up-purple-1.png\]](https://kb.apifon.com/hs-fs/hubfs/apifon-full-lock-up-purple-1.png?height=40&name=apifon-full-lock-up-purple-1.png) Open main navigation Close main navigation - - [English](https://kb.apifon.com/automations) - [Ελληνικά](https://kb.apifon.com/el/αυτοματισμοί) English Show submenu for translations - [apifon.com](https://www.apifon.com/) [apifon.com](https://www.apifon.com/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://kb.apifon.com/?hsLang=en) 2. [Campaigns](https://kb.apifon.com/campaigns?hsLang=en) 3. [Automations](https://kb.apifon.com/campaigns?hsLang=en#automations) # Getting Started with Automations ## In this article, you will learn how to create and use automation on the Apifon platform. #### **What are automations?** #### Automations on the Apifon platform are **workflows** that allow you to send **automated, highly personalized email campaigns** to **boost your engagement** with your audience. #### **Why are automations important?** - **Time Management:** Convert regularly sent campaigns to automations and reduce the time you spend on content creation so you can focus on other aspects of your business and increase your ROI. - **Targeted messages:** Set uptriggers and conditions to send messages based on specific criteria, ensuring that your audience receives relevant content when it matters the most.  - **Brand consistency:** Maintain consistency in your communication strategy. Whether a welcome series for new subscribers or a follow-up sequence, automations ensure that each contact goes through the same predefined journey. - **Easy scaling:** Scale your efforts without a proportional increase in manual work, even if you have a large list to manage. #### **How do automations work?** To access automations, click on **Automations** on the menu on the left.  ![](https://kb.apifon.com/hubfs/image-png-Oct-16-2023-12-48-29-0913-PM.png) You can select one of the popular automations or add a new one by choosing a trigger type. To **create a new automation, you need to select a trigger type**, **design the content** of the automated email, and **edit** the **message settings**. This way, each time a specific event occurs (the trigger), your contact will automatically receive the personalized message you designed.  - **Triggers** are any **events that cause an automated message to be sent**. They can be based on different criteria, like date, time, and subscriber behavior. - There are different **automation types**, depending on the trigger they use (e.g. **Date-based Automation** uses a specific date as a trigger). ### **Create an Automation** To create a new automation, follow the steps below: 1. Click on **Automations**, and then**![](https://kb.apifon.com/hs-fs/hubfs/image-png-Mar-06-2023-10-20-00-5938-AM.png?width=30&height=29&name=image-png-Mar-06-2023-10-20-00-5938-AM.png)Add. ** 2. Type your **automation name.** This name will only be accessible within your Apifon account and will not be visible to your subscribers.  3. Click **Create.  ![](https://kb.apifon.com/hs-fs/hubfs/image-png-Oct-16-2023-11-01-54-1025-AM.png?width=294&height=593&name=image-png-Oct-16-2023-11-01-54-1025-AM.png)** 4. **Design your automation**. Select your list, segment, and type of trigger. Then, edit the automation and message settings, create the message content, and schedule your automation.  5. Check the automation **Summary,** click **Activate Automation**, and confirm **Activate. ** ![](https://kb.apifon.com/hubfs/image-png-Oct-16-2023-12-03-04-7022-PM.png) For more detailed instructions on the **Automation Design** process, please check the specific **articles on each automation type**.  ### **Automation Status** There are 3 statuses for automations: [Active](https://kb.apifon.com/automations#Active), [Inactive](https://kb.apifon.com/automations#Inactive), and [Setup](https://kb.apifon.com/automations#Setup).  #### **1. Active Status ** #### **![](https://kb.apifon.com/hubfs/image-png-Oct-16-2023-12-21-50-6311-PM.png)** When an automation is in **Active** status, **the platform automatically sends messages** based on the automation's trigger and design.  To review the automation settings, click on the automation to view the **Summary** step of the automation creation process.      In case you want to edit the automation, you need to deactivate it first.   **2. Inactive Status**   ![](https://kb.apifon.com/hubfs/image-png-Oct-16-2023-12-26-16-9093-PM.png) When an automation is in  **Inactive** status, **no messages will be sent** until the automation is activated again, but they continue to be scheduled.  To deactivate an automation, click on the automation, then **Deactivate Automation**, and confirm **Deactivate**.  ![](https://kb.apifon.com/hs-fs/hubfs/image-png-Oct-16-2023-12-18-54-3300-PM.png?width=230&height=58&name=image-png-Oct-16-2023-12-18-54-3300-PM.png) When an automation is deactivated, you may **edit the content** of the automation and click on **Resume Automation** to re-activate it.  ![](https://kb.apifon.com/hs-fs/hubfs/image-png-Oct-16-2023-12-20-08-3055-PM.png?width=216&height=63&name=image-png-Oct-16-2023-12-20-08-3055-PM.png) #### **3. Set-up Status** ![](https://kb.apifon.com/hubfs/image-png-Oct-16-2023-12-27-49-6710-PM.png) Automations in **Setup** status can be **edited**, allowing users to change the trigger type and adjust subsequent settings as needed.   So long as an automation is in this status, **no messages** will be sent. - While the automation is **inactive**, any **new messages will be scheduled**. Once the automation is reactivated, all messages scheduled for dates after reactivation will be sent, ensuring no loss of communication. - When an automation is **reactivated with edited content**, all new and previously scheduled **messages will include the updated content,** ensuring consistency across new communications. #### **View Automation Summary** To review the automation settings, you can easily access the summary step, the final step of the automation creation process. To ensure clarity, all other steps leading up to this point are disabled for selection. 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