> For the complete documentation index, see [llms.txt](https://tutorials.kuasa.io/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://tutorials.kuasa.io/getting-started/kuasa-marketing-automation/marketing/how-to-use-marketing-automation.md).

# How To Use Marketing Automation

1. Login to your account via <https://marketing-automation.kuasa.io/>.
2. Click **Marketing Automation.**

<figure><img src="/files/m4A8doq1r0XgO72eViqL" alt=""><figcaption></figcaption></figure>

3. Click **Create an automation** button.

<figure><img src="/files/M3Gn55dhHRXAI8FLUFv5" alt=""><figcaption></figcaption></figure>

4. Fill in all the details needed such as **Automation Name**, **Add Tagging**, **Add Action** and **Automation Status**. Then, click **Add a new action** button as shown in the picture below.

<figure><img src="/files/KekOTiospvfSECTnk4q2" alt=""><figcaption></figcaption></figure>

5. In the **+ Add a Tag** section:

* Select the tag you want to use.
* To send a message to all existing leads under that tag, tick the checkbox and click **Get All Leads**.
* Click **Confirm** to proceed.

<figure><img src="/files/TYVMSUXw3CDlf5UCwjpC" alt=""><figcaption></figcaption></figure>

6. After adding the tag, you can add message automation by clicking **Add a New Action** and selecting the communication channel, such as **Email Automation**.

<figure><img src="/files/umqsz6N09vqWKZxrhjow" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The opt-in form that the customer must fill out **MUST** match the selected tagging.
{% endhint %}

7. Write the **Subject** and content for your mesage of the email you want and add image.

<figure><img src="/files/BtpWbW4JhaJA67KXqSLE" alt=""><figcaption></figcaption></figure>

8. You can add more than one action in one automation. For example, you want to automatically send 2 emails to customers. First, the delay is only 1 minute. Second, the delay is 2 days after that. The way to add an action, follow steps 5 to 7.

<figure><img src="/files/1xIoSA8zalbIkn89MrtA" alt=""><figcaption></figcaption></figure>

9. Click the sequence as shown in the picture below

<figure><img src="/files/puqt6svB1M1CqX0YHuG3" alt=""><figcaption></figcaption></figure>

10. Click '**Select a Wait Condition**'.

<figure><img src="/files/sAQId4QZBZ0jJXhI68Bg" alt=""><figcaption></figcaption></figure>

11. Click '**Wait until specific conditions are met**' button.

<figure><img src="/files/okKeAMMXcW11EfwUfOUH" alt=""><figcaption></figcaption></figure>

12. Click the most left drop-down to select the condition.&#x20;

<mark style="color:blue;">**For example: Order Status**</mark>

<figure><img src="/files/kfqtSEoJ1k1eCcvrOaFD" alt=""><figcaption></figcaption></figure>

13. Click the most right drop-down to select the condition status.

<mark style="color:blue;">**For example: Completed**</mark>\ <mark style="background-color:blue;">**Marketing Automation will be running if customer order status is completed. You may change the condition based on your preferences.**</mark>

<figure><img src="/files/VY5Fq99OFer4MtQzvdcN" alt=""><figcaption></figcaption></figure>

14. Click **+Add another condition** to add condition. <mark style="color:red;">**This step is optional.**</mark>

<figure><img src="/files/jnJskRlUAUQLPmr89FG4" alt=""><figcaption></figcaption></figure>

15. Select the condition you want to apply for the new condition as shown in the picture below.

<mark style="color:blue;">**For example: Order Date**</mark>

<figure><img src="/files/iUpuCavlsv6mc3lDn0r2" alt=""><figcaption></figcaption></figure>

16. Select the condition you want to apply for the new condition as shown in the picture below.

<mark style="color:blue;">**For example: is before**</mark>

<figure><img src="/files/9Ajk6oLZmZ14drbxb9Ti" alt=""><figcaption></figcaption></figure>

17. Select the condition you want to apply for the new condition as shown in the picture below.

<mark style="color:blue;">**For example: Date 12th July 2024**</mark>

<mark style="background-color:blue;">**The most right condition is based on the first condition chosen.**</mark>

<figure><img src="/files/eeAYkbPoZQMRlURUhzos" alt=""><figcaption></figcaption></figure>

18. Click **Confirm** button to proceed with the automation.

<figure><img src="/files/oXXts9TX5ahTQ4Ls42HN" alt=""><figcaption></figcaption></figure>

19. Make sure your automation is in the **Active** section to make sure the automation is activated.

<figure><img src="/files/fb3G11J2L4DhQHb1xsSu" alt=""><figcaption></figcaption></figure>


---

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