Automation Archives - Touchdown https://www.touchdown.co Marketing Suite for Microsoft Dynamics 365 & Powerapps Thu, 22 Oct 2020 14:43:15 +0000 en-GB hourly 1 https://wordpress.org/?v=5.8.12 https://www.touchdown.co/wp-content/uploads/2019/07/logo-150x150.png Automation Archives - Touchdown https://www.touchdown.co 32 32 Automation: Entry points, Actions, Conditions & Triggers https://www.touchdown.co/help/automation-entry-points-actions-conditions-triggers/ https://www.touchdown.co/help/automation-entry-points-actions-conditions-triggers/#respond Tue, 26 May 2020 16:31:48 +0000 https://www.touchdown.co/?post_type=epkb_post_type_1&p=4727 Automation in Touchdown allows to set automated and dynamic paths for all your custom entities (leads, contacts, etc.) and manage them directly in one place.  To create a new scenario: Go to Scenario  in Touchdown menu Click on + New in the top bar Enter Name Select scenario type Click on Add an entry point […]

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]]> https://www.touchdown.co/help/automation-entry-points-actions-conditions-triggers/feed/ 0 Automation templates https://www.touchdown.co/help/automation-templates/ https://www.touchdown.co/help/automation-templates/#respond Tue, 26 May 2020 16:31:28 +0000 https://www.touchdown.co/?post_type=epkb_post_type_1&p=4725 Touchdown proposes automation templates addressing different purposes that you can simply adapt to your case. All the automation templates appear when you want to create a new automation scenario. To access them: Go to Scenarios Click on + New Enter the name of your scenario and click the template you want to adapt Custom scenario […]

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]]> https://www.touchdown.co/help/automation-templates/feed/ 0 Introduction to Automation https://www.touchdown.co/help/introduction-to-automation/ https://www.touchdown.co/help/introduction-to-automation/#respond Tue, 26 May 2020 16:29:38 +0000 https://www.touchdown.co/?post_type=epkb_post_type_1&p=4723 With Touchdown automation you can use automated and dynamic paths for your recipients and manage all leads and campaigns in one place, in your CRM. To create a new automation scenario: Go to Scenario in Touchdown menu Click on + New Enter Name Select a predefined scenario template or a custom scenario Inside the scenario: To […]

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