Message Automations

Steps

1. Choose an event that should trigger a message.
2. Select the template and audience rules.
3. Activate the automation so it runs on its own.
4. Monitor results and refine over time.

Tips

• Automations keep customers informed and engaged without adding daily work for your team.

Related guides

• Message Center Send targeted email and text campaigns with templates, audience segmentation, scheduling, opt-out handling and delivery history.
• NPS & Satisfaction Collect customer satisfaction and Net Promoter feedback, route happy customers to public reviews and unhappy ones to a private fix.
• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.