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Automation
Automation

Automated email and text reminders, follow-ups, and notifications

Michael Wagstaff avatarKatie Walls avatarSupport Team avatar
By Michael and 4 others5 authors11 articles
Why you need a custom phone number to send custom text messages
Automation Demo (VIDEO)

Automation Basics


How to Email Your Report to a 3rd Party
Deleting a Client Contact
Sending an Invoice in the Report Ready Email
Adding Google review links to automated follow-up emails
Adding a Link/Hyperlink to an Email Template
Email Statuses
Why Emails Don't Get Delivered
How to Make Sure Your Emails Get Sent to Clients
Troubleshooting Emails Dropping to Client/Agents
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