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Note: Automation is different to Scheduling.
Use Email Scheduling to write a message that you want to send to one or more contacts at a specific time on a specific date in the future.
For example, on 25th December 2023 send the message “Merry Christmas!” to all contacts.
Use Email Automation to write a message that you want to be sent to a contact whenever that contact meets certain criteria.
Foe example, whenever a contact is added to the Health project, send the message “Welcome to the health counselling service. Use this link to book an appointment with us”
How to automate an Email message is described in this article.
Steps
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Your organisation must have Email Messaging turned on if you want to automate sending messages to contacts via Email |
Select Create in the top menu
Select Automation
Choose the project you want this automation to run across
Set the criteria you want to use for this automation to run, e.g. when a contact is added to a project
In the Automation Actions section:
Select the Messages tab
Tick the Message contacts via Email checkbox
Type your Subject Line in the Email Subject Line box
Type your Email Message in the Email Body Text box
Press Save
You arrive on the Manage Automations page that displays all the automations that exist across your organisation