Pulse does not start empty. Thirteen campaigns are created for your team when the account is opened, every one of them switched off, so your first automation is something you read and adjust rather than something you build.
Watch Mandric walk you through this topic
8:43What Is Already on Your Board
Open Pulse, switch to Library and look under Your triggers. You will find starters for a new lead, a booked meeting, a new contact, a new deal, a partner joining a file, the new year, client and partner birthdays, a mortgage anniversary, an equity milestone, a credit rebuild, renewal outreach and refinance outreach.
Each one carries stock copy written for that moment, and only the email side is set up. Nothing sends until you turn it on.
Open a Starter and Read Its Steps
Click the card body to open the editor. Before you do, the card itself already tells you most of what you need: the step count, and a line describing what it will actually send and when. That line is computed from the steps rather than from the description, so it cannot drift away from the timing beside it.
A Default Timing chip means the message timing is still the one shipped. Inside, How it works explains what starts the campaign, and the Steps column lists each message in the order it runs.
Put Your Own Wording On It
The words live in a template, never in the trigger. On any email step, choose from Email template or press Edit to change the copy in place. Merge fields such as the borrower's first name are already in the stock text, so keep them where you want the name to appear.
One template, every trigger using it
Editing a template changes it everywhere it is used. If you want different wording for one campaign only, press New template on that step instead.
When something has changed, Save changes and Discard appear at the bottom of the editor.
Switch It On
Use the switch on the card. The word underneath reads On or Off, so you can scan the grid and see exactly what is live.
Before you flip it, check How it sends on each step. Draft for review puts the message in your queue to approve; Send automatically puts it on the wire. Starting on draft and watching a few go through is the safer first week.
When to Build One Instead
The starters only cover moments that need no answer from you. A campaign that hangs off a date you pick, a checklist step, a deal stage or a tag cannot ship with a sensible default, so those wait in Add trigger where you answer the question as you add them.
What to Do Next
- Build Your First Automation when no starter fits the moment you have in mind.
- Write an Automation Template to replace the stock copy with your own.
- Choose Draft or Automatic Sending before you let a campaign send on its own.