Creating an Automation
Navigate to Engage and click on Automations
Note: if you do not see Automations, you may not have Admin permissions.
Click Create New
Give your Automation a Name
Choose the Member Type. This is an important step as the actions that are available to you will be different depending on if you choose people or account. If you choose people, you are electing to run your automation against people. If you choose accounts, you are electing to run your automation against accounts.
Lastly, click Create Automation
Congrats! You've successfully created an automation. Now it's time to define your selector.