Automation Basics
Marketing automation settings
The organisation settings behind automations, and the industries list that shapes them.
Last updated September 2, 2026
Most of an automation lives on the workflow itself. The settings hold what every workflow shares.
Industries
Industries group your audiences where a network serves several trades. They let a workflow or a bucket apply to one kind of business rather than to everyone, which matters when the same organisation runs signage and food.
Settings apply to every workflow
CHANGE THEM DELIBERATELY
A settings change reaches live workflows immediately, and live workflows are sending to real customers. Make changes when you can watch what happens afterwards, not last thing on a Friday.
Tribe settings
Tribes have their own automations screen, so a location can run its own sequences alongside the organisation's. Agree who does what before both start sending — a customer receiving a head office follow-up and a tribe follow-up about the same job notices.