Automations - FAQ's

Frequently Asked Questions

Can I manage all automations from this section?
Yes! All your newsletter, market review, alert, and video automations are unified in this dashboard.

How do I switch a delivery format?
Use the “Customize Delivery” button to select your preferred format (text or video, where available).

What if I want to pause/restart a newsletter?
Simply use the Active/Inactive toggle or Edit Settings option to modify activation status.

Troubleshooting & Tips

• If a communication isn’t being sent, check the activation status and recipient list.
• Preview samples before activating automation to ensure content quality.
• For date concerns (e.g., holidays), review the delivery notes provided in each card for adjustments.
• For more support, click the “Help” button at the bottom-left of your dashboard.