Fundamentals
Getting Started with 3A Automation
The fundamentals for getting started: connect your accounts, explore the dashboard, and launch your first automation.
Accessing Your Dashboard
After subscribing to a pack, you'll receive login credentials by email. Go to dashboard.3a-automation.com to log in.
Dashboard Overview
- Overview - Summary of last 7 days: emails sent, revenue, active leads
- Automations - List of your automation workflows
- Contacts - Your contact database with segments
- Analytics - Detailed reports
- Settings - Integrations and configuration
Getting Familiar
Action
Take 5 minutes to explore each section. Click on a few elements to familiarize yourself with navigation.
Integrations are the heart of automation. Connect your marketing and sales tools to synchronize your data.
Priority Integrations
- Klaviyo - Email marketing (see Quick Guide for API key setup)
- Shopify - E-commerce (app installation)
Connection Process
In the Dashboard
Go to Settings> Integrations. Click on the tool you want to connect and follow the instructions.
Tip
Start with one integration. Once it's working, add the others. This simplifies troubleshooting.
Let's create a simple automation together: a welcome email for new newsletter subscribers.
Creating Your First Automation
Step 1: Create a new automation
Automations> Create> Give it a name (e.g., "Welcome - Newsletter").
Step 2: Choose the trigger
Trigger: "Added to List"> Select your newsletter list.
Step 3: Add an action
Click "+ Add step"> "Email". Write a simple welcome message.
Step 4: Activate
Click "Activate". The automation is now running for every new subscriber.
Test Your Automation
Before launching a real campaign, always test.
- Add yourself to your list with a test email
- Verify that the email arrives in your inbox
- Check that the automation appears in the activity history
Tip
Use a separate test email address (e.g., yourname+test@gmail.com) so you don't pollute your stats.
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