Automation

This section shows a list of all the Automations where the form is being used. So for example, if you have inserted the form in Campaign or on your website or where ever the form appears you will see it here.

How to view associated Form Automation:

1. Go to Forms in the top menu
2. Click the blue ‘Edit’ button to the right of the form for which you want to view Automation
3. Click on the 'Automation' tab on this page
4. This will show you a list of all Automations associated with this Form
5. You can also associate the form into a new Automation by clicking on the ‘Create Transactional Automation’ link.

 To learn more about creating automation, please go to the Automation > Transactional Automation.