---
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:** **Kentico EMS required**
>
> Features described on this page require the **Kentico EMS** 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. Log in to Kentico as **Travis**.
   - Go to _http:///Admin_ and enter _Travis_ as the user name.
2. Open the **Marketing automation** application.
3. Click **New process** and type _Coffee Merchandise Lead Nurturing_ as the **Display name**.
4. Click **Save**.
   - The system creates the process and opens the **General** tab of the process editing interface.
5. Under **Start the process**, choose **If it hasn't been run before**.
6. Click **Save**.

By setting the recurrence setting to **If it hasn't been run before**, 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/k10/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 **Triggers** tab of the process's editing interface.
2. Click **New trigger** andset the details as follows:

   - **Display name**: UK and US Contacts
   - **Type**: Contact created
3. Click **Edit** next to the **Condition** field.
   - The **Edit macro condition** dialog opens.
4. 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.
5. Click the select countries parameter.
   - The **Set parameter value** dialog opens.
6. Click **Select**, choose **USA** and **United Kingdom** (you can use the filter at the top of the dialog)and confirm by clicking **OK** twice.
7. Select _Contact was created on a specific date_ in the**Available rules** list and click **Add rule** () again.
8. Click the select date parameter.
9. Click  and **OK**.

   ![Adding a trigger condition](https://docs.kentico.com/docsassets/k10/marketing-automation-walkthrough-creating-the-process/adding_trigger_condition.png "Adding a trigger condition")
10. Close the **Edit macro condition** dialog by clicking **Save & Close** again.
11. Click **Save** at the top of the page.

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/k10/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/k10/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)