Create a new Automation Section

We know that organization is key to your studio’s success. Sections on your Automations page provide an easy way to stay organized and manage, view, and edit Automations relating to a specific group of clients or campaign. Depending on your view, there are a few ways to create a new section and move Automations between them:

List View

To add a new section:

1. Under the current sections on the left, click + New Section
2. Add a name for your new section and a description
3. Click Create

To move Automations into a different section:

1. Hover over the Automation you’d like to move
2. Click the 3 dots that appear on the right of the Automation
3. Click Move to different section…
4. Choose the desired section from the drop-down menu
5. Click Move

To edit/delete a section:

1. Hover over the section you would like to edit or delete
2. Click the 3 dots that appear to the right of the section name
3. Choose to edit or delete the section

📌 Note: You will only be able to delete a section if it is empty. If there are Automations in that section, you will not have the option to delete it unless the Automations are moved to a different section.

Column View

To add a new section:

1. On the far right of your Automation sections, click + New Section
2. Add a name for your new section and a description
3. Click Create

To move Automations into a different section:

1. Click and hold on the Automation you would like to move
2. Drag the Automation into the desired section
3. Release your mouse

To edit/delete a section:

1. On the section you want to delete, click the 3 dots that appear to the right of the section name
2. Choose to edit or delete the section

✅ Pro tip: Using Sections for certain campaigns, such as an intro offer, can be helpful in finding all of them in one place! You can rearrange the Automations to be viewable in chronological order for even more clarity.