# How To Use Marketing Automation

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

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

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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.

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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.

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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**.

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{% 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.

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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.

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9. Click the sequence as shown in the picture below

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

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

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

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

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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>

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

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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>

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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>

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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>

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

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

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