How do I activate an automation once I've created it?
- Fix the issues the automation flags (a step missing a required message, for example).
- Click Save to store the draft.
- With everything validated, click Activate to put the automation into action.
While there are validation errors, the Activate button stays locked.
Related
If it didn't work
- The Activate button is still locked: go back through the automation, because a step still has something outstanding (see Automations).
- You need to understand which events start the automation: see the automation triggers.
- An error when saving or activating: check the error codes.