When you have content that should be sent automatically, such as a welcome email, a freebie, or a short email sequence, automations are the way to go.
In this guide, we'll walk you through the steps to create your first automation in Lumant.
Create a new automation
Click the green Create Automation button in the top right corner.
Give your automation a name, for example Freebie, to help you keep track of your automations.
Add a name
Give your automation a name, for example Freebie, to help you keep track of your automations.
Select a template
Choose how you want to start your automation.
You can choose between:
Empty, start with a blank automation.
Meeting booking, automatically follow up after someone books a meeting.
Product sales, automate communication after a product purchase.
Choose the template that best fits your use case.
Click Create
Click Create to create your automation.
Your automation has been created
Your automation has now been created and is ready for you to start building.
What's next?
Your automation has now been created and is ready for you to build.
You can now add:
A trigger, which decides when the automation starts.
One or more actions, such as sending an email, adding a delay, updating a contact, or enrolling a customer in a course.
You'll find guides for each of these steps here.