How do I build an automation timeline?
Add events to days in the automation editor, pick from the eight event types, manage weeks, and save your changes.
An automation's timeline is relative — you don't set dates here. Day 1 of week 1 becomes each client's start date when you assign the automation, and everything else follows from there.
A new automation opens with an empty four-week timeline. The editor shows it by week or by month, defaulting to month with four weeks per page, and arrows move between pages or weeks.
Add an event to the timeline
- In the automation editor, click any day.
- Pick the event type from the table below.
- Give the event a name, set its time of day, and fill in the type's details — the program to assign, or the message to send. The message composer includes an emoji picker.
- Click Add Event.
A day can hold any number of events. The time defaults to 9:00 AM, and an event with no time set fires at 9:00 AM.
Automation event types
| Event | What the client gets |
|---|---|
| Add Phased Program | A phased program, with per-program method, delivery, and start choices |
| Add Structured Program | A structured program assigned on that day |
| Add Meal Plan | A meal plan assigned on that day |
| Add One-Time Form | A one-time form to fill in |
| Add Vault Collections | One or more vault collections shared with the client |
| Add Vault Resources | One or more vault resources shared with the client |
| Automated Message | A chat message from you in the client's conversation |
| In-App Notification | A push notification with a title and description you write |
Phased program options
Each phased program in an event carries three choices:
| Option | Values | Default |
|---|---|---|
| Method | Subscribe adds the client to the shared program; Copy gives them their own editable version | Subscribe |
| Delivery | Schedule places it on the calendar from a start date; On-demand gives it as a dateless library | Schedule |
| Start | That day, or let the client pick. Doesn't apply with On-demand. | That day |
Event limits
Vault events need at least one item, checked at save.
Edit, move, and delete automation events
- Edit — click the event to change any field, including its content. The event's type can't be switched while editing; delete it and add a new one instead.
- Move or reorder — drag an event to any other day to move it, or drag within its own day to reorder that day's events.
- Delete — click the event and choose Delete.
Manage weeks in an automation
Use Add Week to extend the sequence. Each week also has controls to insert a week after it, clear its events, or delete it. An automation always keeps at least one week, and deleting or inserting renumbers the rest.
Save the automation
Nothing is stored until you click Save automation. Unsaved changes are flagged in the editor header, and closing with unsaved changes shows a warning first.
Things to watch out for
Two older event types — check-in forms and on-demand programs — can no longer be added. Automations built before they were retired still show them, and those events can still be edited. Assign check-in forms directly instead.