I’m having frustrations with the new 2.0 automations. We have a very simple auto-workflow in the 1.0. I’m trying to convert that to 2.0.
We use time triggers. For example, I have a “9 month check in” before project date and “6 months checkin” before project date that is triggered when a client is 9 or 6 months away from their date. And “thank yous” sent after project is complete. Now it seems to do that I have to create mulitple automations just to have a time trigger.
Any suggestions?
+4
While it may be frustrating, you can set each of these up as separate automation ‘runs’ using 2.0, and based on the project dates. I tried to replicate it to see if it could be done in one run, but it honestly would have more potential errors.
If you have any questions, please let me know.
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