Steps for a Custom Automation Process utilizing a Target List

1. Define Goals
   • Create Calendar that you want to follow
   • Decide on the target audience so the target list can be built
   • write email copy and collect images if necessary
2. Project set up process
   • Copy the Automation Process Template you will be using
   • In the copy process the Project will be create
   • Confirm project details are correct
   • Save Project
3. Load and Test email Content
   • Add an email wireframe template to each prospect email in Automation
   • Add Content (text, images and links) to each email
   • Label links for reporting
   • Test email content
4. Update Landing Page content
   • Edit Landing page
   • Update the Thank you page
5. Target list
   • Determine audience for your process
   • Select existing Target lists or create new Lists
   • Select suppression list(s)
   • Select or create a Test List
6. Test Process
   • Run process on test mode
   • Enter an email into Redirect all process emails
7. Make Process Active
   • Remove test leads
   • Reset Counts
   • Save process
   • Make process Active