This article explains how to get to the automations tool in the admin website so you can set a template flow in an automation.
- Log in to admin website.
- Select Settings from the main menu at the top.
- Enter the portal management module from the main Settings page.
- Choose the portal you want to manage (if you only have one portal, you will automatically enter the portal management page for that portal).
- Select “Automations” from the options listed under the CONTENT section on the left.
You are now on the automations page.
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