Xplor Mariana Tek

Group your automations, and sync those groups from an HQ account to child accounts.

How can I organize my automations into groups?

The All Time time frame for the Number of Visits condition uses a rolling two-year lookback window for Mariana Tek integrations.

How does the "All Time" time frame work for the Number of Visits automation condition?

Archive an automation, restore it later, and see what you can't change while it's archived.

How do I archive/unarchive an automation?

Remove contacts from an automation in bulk, from their profile, or by tagging them and adding an exit goal.

How do I remove contacts from an Automation?

Do Not Disturb lets you pause an automation for a contact.

What is Do Not Disturb?

See enrollment and goal stats for an automation, including the roll-up across child accounts for HQ.

How do I view an automation's performance?

Rename an automation, email, or segment by clicking the pencil icon next to its name.

How do I rename an email, segment, or automation?

Luna

Keep your automations tidy. Organize, rename, archive, remove contacts, and track performance.

Automation Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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