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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.
Add the process itself and set its recurrence settings:
Log in to Kentico as Travis.
Open the Marketing automation application.
Click New process and type Coffee Merchandise Lead Nurturing as the Display name.
Click Save.
Under Start the process, choose If it hasn't been run before.
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.
Create a trigger that runs the automation process whenever a new contact is created on your website:
Open the Triggers tab of the process's editing interface.
Click New trigger andset the details as follows:
Click Edit next to the Condition field.
In the Available rules list, select Contact is from country and click Add rule ().
Click the select countries parameter.
Click Select, choose USA and United Kingdom (you can use the filter at the top of the dialog)and confirm by clicking OK twice.
Select Contact was created in theAvailable rules list and click Add rule () again.
Click the select date parameter.
Click and OK.
Close the Edit macro condition dialog by clicking OK again.
The trigger runs the process for contacts from the UK and USA created from now onwards.
Next page: Designing the process