How to build an automation
form submitted, tag, pipeline stage, message received, date or time. messages, waits, conditions, tags, tasks, and alerts.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
- Step 1:
Choose the trigger
form submitted, tag, pipeline stage, message received, date or time.
- Step 2:
Map out the path
messages, waits, conditions, tags, tasks, and alerts.
- Step 3:
Set when it stops
for example, when the contact replies or buys.
- Step 4:
Test with one of your contacts
before reaching out to your entire contact base.
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Where to find it in Cognizy