> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.trustmary.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to create Automations


> Check out our new surveys with built-in automations for an even easier automation setup!

# Getting started

Automations is a powerful tool that make using Trustmary even more simple, while also making your NPS measuring, feedback and review gathering quite a bit more efficient. With automations you can automate the whole process from beginning to the end.

To start using automations, navigate to **Automations** in the navigation bar. Once there, begin creating your automation by clicking **Create new** in the top right.

![](https://storage.crisp.chat/users/helpdesk/website/ddcb029bade21000/a05a7b5b-690a-47bb-87d3-8c1011_13gv7j3.png)

In the next screen, give your automation a name and proceed to the next screen by clicking **Create new**.

![](https://storage.crisp.chat/users/helpdesk/website/6533321933620400/b88fa942-33ce-4580-8ae1-94e650_1yzxn99.png)

You're directed to the automation editor. Here you can see among other things a preview of your automation's steps & triggers, which you can also add by clicking their respective buttons. We will take closer look at all these in the next section.

![](https://storage.crisp.chat/users/helpdesk/website/d537c663badae000/e11f3c55-c674-4f02-a77b-4ecbc0_hqvh12.png)

# Building the automation

### Trigger/step selection

Here you can add triggers to begin the automated sequence and add steps the automation will execute after it is triggered.

###### Triggers

There are four types of triggers to choose from:

* **Add contact to list** - This will trigger the automation when a contact is added to a chosen list
* **Update contact on list** - The automation will trigger when an existing contact is updated
* **New survey answer** - The automation will be triggered when a survey is answered.
* **Recurring trigger for contacts in lists** - This will trigger the automation a certain contact list with a set interval.

You can also choose multiple triggers, if it suits your use case.

![](https://storage.crisp.chat/users/helpdesk/website/c860fb4747aaf800/66c13723-6c0b-47b7-a249-b2922e_frbkgc.png)

###### Steps

There are six types of steps:

* **Wait** - Pause the automation and continue it after a set time
* **Wait until conditions are met** - Schedule the next action to execute when certain conditions are met (currently only a specific time of day)
* **Wait for answer** - Wait for an answer for a set amount of days and send a reminder
* **Send message** - Choose a message and send it to selected contacts.
* **Send reminder after** - Sends a reminder message for recipients that haven't answered to the survey in question.
* **Add contact to list** - Adds the contact the automation is triggered for to a list.

![](https://storage.crisp.chat/users/helpdesk/website/350aece414350e00/4b297b13-dfee-4134-8a59-ada0f0_1diyc6l.png)

###### Toolbar

You can also **Create steps** from the toolbar. In addition, you can [create messages](https://help.trustmary.com/article/messages) or choose an existing one, and edit the general **settings** of your automation.

![](https://storage.crisp.chat/users/helpdesk/website/9f5dfb841cf32000/ece98d94-b2a2-4d3c-8f84-002cc2_1tqgu9n.gif)

###### Publishing

Once you're ready, you can review the changes you've made by clicking the **Publish now** button, which is located in the drop-down menu in the top right corner.

If you're happy with what you see, you can click the **Publish now** below the changes to update your automation.

![](https://storage.crisp.chat/users/helpdesk/website/b00835194da3b000/a72a136c-a10d-43da-99f5-d390a1_nrc6ed.gif)

# Wrapping up

Once the automation is published, a green text that reads **Active** appears in the place of the orange **Draft** text, telling you the automation is live. Here you can also stop the automation, if needed. After stopping the automation, the text turns red and reads Stopped.

![](https://tawk.link/63c911a247425128790e845b/kb/attachments/Zp8cge1g0Y.gif)