Can I create automations based on contacts in Clickmax?
Yes. You build an automation by choosing a trigger tied to the contact — for example, a new lead captured, a tag added or a purchase made — and the actions that should run next, such as sending a message, moving the contact to another pipeline stage or updating its data.
Related
If it didn't work
- The automation doesn't fire: check that the chosen trigger matches the real contact event in Automation triggers.
- The contact doesn't move along the funnel: review the stages of your pipeline.
- Other questions about contacts: see Frequently asked questions.