Automations
Create an automation
Pick a template, set timing, edit the message and choose channels.
Last updated 11 September 2026
On Partner web Open Operations, Automations, then Create. Choose a template, configure timing, edit the message and select Push and/or Email.
On the Business app Open Operations, Automations, Create automation. The stepped setup walks through template, timing, message, channels and review. Advanced builder features stay on Partner web.
After you save Transactional templates can go live immediately. Marketing templates are created paused. Review the preview, then enable when you are ready.
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