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Automations

How to Prepare Follow-Up Messages

Create a custom email and schedule it around a proposal, payment, or event date.

A scheduled follow-up has two parts: a custom email under Your automations and the timing added to that email.

Drafts go to your account email for you to review and send to clients.

  1. What a scheduled follow-up needs

    Create the email first, then add its timing.

    Keep the client dates used by the reminder up to date.

  2. Create the email

    1. 1.

      Open Templates > Automations and click New email.

    2. 2.

      Enter Email name, Subject, Email body, and any Dynamic fields, then click Save email.

  3. Attach the timing rule

    1. 1.

      Click Add timing.

    2. 2.

      Choose Inquiry received, Booking date, Event date, Proposal expiry, Payment due, Payment received, Gallery expiring (un-downloaded), or Project due date.

    3. 3.

      Complete the sentence beginning Prepare a draft, then click Save timing.

  4. Turn reminder timing on

    1. 1.

      Enable Turn automations on/off to receive reminder drafts.

  5. Review Automation activity

    1. 1.

      Open Automation activity.

    2. 2.

      Use Search, From, To, Status, and Timing to review the client, send date, timing, email, and status.

  6. If a client date changes

    Each custom email can be connected to one automation rule at a time.

    If recalculated dates are already past, the page asks you to choose Send now, Keep date, or Skip instead of sending automatically.

  7. Check the send date

    Check the email and timing under Your automations.

    Check the send date and status in Automation activity.