Using Automations for Scheduled and Triggered Messages

Overview

Automations help you send messages automatically based on timing, events, or customer activity.

They reduce manual work and help make sure important messages are sent at the right time.

What You Can Do with Automations

With Automations, you can:

• Send reminders automatically
• Follow up after an event or appointment
• Send messages before or after a scheduled date
• Reduce repetitive manual messaging
• Keep customers informed without needing to send each message individually

When to Use Automations

Automations are helpful for messages that follow a predictable schedule or process.

Common examples include:

• Appointment reminders
• Event reminders
• Program start reminders
• Membership expiration notices
• Follow-up messages
• Facility booking reminders
• Recurring operational messages

How to Create an Automation

1. Go to Automations.
2. Select Create Automation.
3. Choose the type of automation you want to create.
4. Select the trigger or timing rule.
5. Choose the audience or contact source.
6. Write the message that should be sent.
7. Review the automation settings.
8. Save or activate the automation.

How to Choose a Trigger

1. In the automation setup, find the trigger or timing section.
2. Choose what should cause the message to send.
3. Set when the message should send, such as before or after an event, appointment, booking, or date.
4. Review the timing carefully before activating the automation.

How to Review an Automation Before Activating

1. Review the automation name.
2. Confirm the audience or contact source.
3. Check the trigger and timing.
4. Read the message carefully.
5. Confirm that the automation should be active.
6. Save or activate the automation.

How to Pause or Edit an Automation

1. Go to Automations.
2. Find the automation you want to update.
3. Open the automation settings.
4. Choose whether to edit, pause, or deactivate it.
5. Save your changes.

Tips for Using Automations

• Use clear language so recipients understand why they are receiving the message.
• Review timing carefully before activating.
• Keep reminder messages short and useful.
• Test new automations with a small group when possible.
• Review active automations regularly to make sure they are still needed.
• Pause automations that are no longer relevant instead of letting them continue to send.

Common Questions

Will automations keep sending until I turn them off?

Automations will continue running based on their settings until they are paused, ended, or deleted.

Can I change an automation after it is active?

In most cases, yes. You can edit the message, timing, or audience depending on the automation type.

Are automations the same as campaigns?

No. Campaigns are typically one-time or scheduled bulk messages. Automations send based on a rule, trigger, or recurring workflow.