Automations and Contact Share Actions (+) (Community & Teams)

Step 1

Open a New Automation or Existing Automation

Step 2

Click on the "Plus Sign" Icon in the middle of the page

Step 3

Click on "Contact Share" on the slide-out menu on the right.

Step 4

You can select the time delay by clicking an option on the dropdown menu or "Custom" to choose a specific number of hours or days.

*Note: The setting defaults to "hour," so click the "day" bubble to select that time frame.

Step 5

Select the Community/Team within the dropdown menu. "Click" to select the team or community with which you want to share the Contact Information with the Automation.

Step 6

Select Member dropdown menu. "Click" into the dropdown menu and select a specific Team or Community member by clicking, or select "Round Robin," which will disperse the Contacts evenly.

Step 7

Click the blue "Insert" button to save the New Contact Share to this Automation or Close to abandon the New Contact Share.

Step 8

You will see a green notification stating "last saved" at the bottom right corner to confirm that the Automation has been updated.