For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/messaging/create-a-message-automation.md.
  • English

      • How do I create a message automation in Clickmax?

      1. Open Automations and click to create a new automation.
      2. Choose a ready-made template or start from scratch.
      3. Set the trigger that fires the automation (for example, purchase approved, abandoned cart, new tag applied).
      4. Add the actions, such as sending a message, applying a tag or moving the contact to another stage.
      5. Save and activate the automation.

      If it didn't work

      • The automation does not fire: check that the trigger you chose matches the real event in Automation triggers.
      • The message is not sent: check that the channel is connected in Messaging.
      • The automation is switched off: confirm you activated it after saving in Automations.