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Modify Automation Flows

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1. Navigate to the Automation Flow Section

• From the left-hand menu, click on Automation Flow under the Messages section.
• You’ll see a list of pre-configured automation flows, including:
  • Sending Invoice Reminders
  • Lesson Reminders
  • Payment Notifications

2. Edit an Automation Flow

• Locate the flow you wish to modify.
• Click the pencil icon next to the corresponding flow to open the editor.

3. Edit the Flow Settings

• At the top of the flow, click the pencil icon (🖉) on the purple block.
  • Adjust Frequency: Change how often the flow should run (e.g., every 1 day).
  • Assign Courses: Specify the courses this automation flow applies to.
    • Example: Assign this flow to Course A and Course B for targeted reminders.
  • Click Save to apply changes.

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Modify Trigger Behaviour

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1. Activate or Deactivate the Flow

• Use the toggle switch to enable or disable the flow:
  • Active: The flow will run according to its schedule.
  • Inactive: The flow will be paused and will not trigger any actions.

2. Set the Reminder Frequency