How Community Owners Share Automations within a Community

This article will outline how a Community Owner can Share Automations from within a Community they presently have open for review.

*Note: Be sure to communicate your expectations for the Community Members to follow up with accepted Contacts and communicate with you as needed.

Step 1

From the open Community, click the "More" button at the top right of the page.

Step 2

Click on "Share Automation."

Step 3

A "Share Automation" pop-up menu will open.

Step 4

Search for an Automation in your database by keyword, then click on the box to the left of the Automation name to select it. This will create a "Selected Automation" list at the bottom of the page.

*Note: To select ALL Automations, click the top left box to the left of "Title" on the Automations banner.

Step 5

When you have completed adding Automations to the "Selected Automation" list, click the blue "Share" button to complete the action or "Close" to abandon the action.

Step 6

Click the Community "Automations" tab to review the Automation/s you added.

*Note: The Owner column will have a green "community" indication.