new
Advanced
Advanced Automations Presets Library
Over the next few days we are rolling out a new option called Presets Library in the Advanced Automations (previously known as Actions) builder.
Presets allows you with very minimal effort and time to setup a high quality automation messages for common scenarios. These include add-on service upsells, review requests and 3rd party services notifications to start. The library will be further updated as we populate more high value automation presets (including sms text versions) in the future.
- You can access the library right from your Advanced Automations page via the new Presets Librarytab.
- Once you find the one you want you can choose to learn more about what it does and what you need to use it or you can jump right in and click Use Preset.
- Clicking Use Preset takes you directly into the new Automation builder with all the details filled out for you. All of these are still customizable of course so you can use these as they are setup or just as a great starting point.
- Remember to take a look a the contents of the email messages before using them to make sure the messaging aligns with what you want to send out and delete any instructional text highlighted in yellow.