---
title: Marketing automation walkthrough - Creating the process
---

> Agent instructions:
> **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown.
>
> - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version.
> - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt).

> **Info:** **Enterprise license required**
>
> Features described on this page require the **Kentico Xperience Enterprise** license.

With the testing users and roles prepared, you can start creating the new automation process.

## Creating the automation process

Add the process itself and set its recurrence settings:

1. Sign in to the Xperience administration as **Travis**.
   - Go to _/Admin_ and enter _Travis_ as the user name.
2. Open the **Marketing automation** application.
3. Click **New process** and select the **Start from scratch** option.

   - The system creates the process and opens its **Process** tab (the process designer).
4. You will design the process later in the walkthrough. For now, expand the left tab panel () and select the **General** tab.
5. Type _Coffee Merchandise Lead Nurturing_ as the **Display name**.
6. Under **Process recurrence**, choose: **If the process has not run before**

   ![Creating a marketing automation process](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-creating-the-process/creating_automation_process.png "Creating a marketing automation process")
7. Click **Save**.

By selecting the **If the process has not run before** recurrence option, you make sure that the process cannot run more than once for the same contact. This ensures that contacts will not receive the same marketing information twice.

**See also**: [Working with marketing automation processes](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/working-with-marketing-automation-processes.md)

## Creating a trigger

Create a trigger that runs the automation process whenever a new contact is created:

1. Open the **Process** tab of the process's editing interface (in **Design** mode).
2. Select (click) the **Start triggers** step in the designer grid.
3. Click **New trigger** in the step details panel on the right,andset the details as follows:

   - **Display name**: UK and US Contacts
   - **Type**: Contact created
4. Click **Edit** next to the **Additional condition** field.
   - The **Edit macro condition** dialog opens.
5. In the **Available rules** list, select _Contact is from country_ and click **Add rule** ().
   - You can now see the rule in the designer on the left side of the dialog.
6. Click the select countries parameter.
   - The **Set parameter value** dialog opens.
7. Click **Select**, choose **USA** and **United Kingdom** (you can use the filter at the top of the dialog)and confirm by clicking **Select** and then **Set parameter**.
8. Select _Contact was created on a specific date_ in the**Available rules** list and click **Add rule** () again.
9. Click the select date parameter.
10. Click **Today** and **Set parameter**.

    ![Adding a trigger condition](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-creating-the-process/adding_trigger_condition.png "Adding a trigger condition")
11. Close the **Edit macro condition** dialog by clicking **Save & Close**.
12. Click **Save** to create the trigger.

The trigger runs the process for contacts from the UK and USA created from now onwards.

**See also**: [Setting triggers for automation processes](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/setting-triggers-for-automation-processes.md)

**Next page**: [Designing the process](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/walkthrough-creating-a-marketing-automation-process/marketing-automation-walkthrough-designing-the-process.md)