What this page is for
Automations send messages without you. Examples: a nudge after a quote has sat unanswered, invoice reminders, overdue chasers and review requests. Only administrators can change them. Open Settings, then Automations.
Screenshot: The Automations page in Trade Sure
Do the common things
Switch an automation on
- Open Settings, then Automations.
- Find the rule, for example "chase an unanswered quote".
- Switch it on and choose how many days to wait.
- Save.
Change who gets it
- In the rule, choose the channel: email, WhatsApp or text.
- Edit the words under Templates.
See what was sent
- Open the client record. Messages sent for you are listed there.
- A rule's page shows how many it sent.
Stop messages to one client
- Open the client and click Stop automatic messages.
Good to know
- Automations never message a client who replied STOP or unsubscribed.
- Messages by text and WhatsApp count toward your usage.
If something looks wrong
- A rule did not send: check it is on, the client allows automatic messages and the channel is connected.
- A client got two messages: check you do not have two similar rules on.