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How do I create a Story automation?

Create a Story automation from Stories: fetch the latest story, open detail, configure triggers and messages, then Save.

Create Story automations from the Stories page while the story is still live.

Before you start

  1. Open Stories

    In the sidebar, open Stories.

  2. Fetch Latest Story

    Use Fetch Latest Story (or refresh) so the current story appears. Filter All / Link / Unlink / Expired as needed.

  3. Open Story Detail

    Open the story and choose Link / Edit to configure the automation.

  4. Configure and Save

    Set triggers and DM content. Optionally enable Follow-Gated DM or Email Collector. Click Save.

Stories — configure and Save

Still stuck?

If replies never trigger, see Why didn’t my Story automation trigger? or contact support. Contact Support

Need more help? Contact Support or return to Documentation.