Step 1: From your dashboard, click on E-commerce and click on 'Automations'
Step 2: Click on Create a new automation
Step 3: Fill out the form with the information needed for your Automation
Step 4: Once you have filled it out you can click on Create
Step 5: In your Automation, you can schedule messages to be sent out to your clients by clicking on schedule messages
Step 6: Fill out the Subject, Message, and the Day or Week when you want the message to be sent to the client
You may add Client Resources, Questionnaires, and or Programs to the Automation
Adding Client Resources to an Automation
Go to Resources > Client Resources and choose the Resource that you want to assign to the automation. Click Add Schedule to Automation Product as shown below:
Select the service package and then assign the number of days per week if you want to assign it immediately just keep it at zero
Adding Questionnaires to an Automation
For Questionnaires, choose the questionnaire that you wish to add to the Automation and click on the 3 dots beside the questionnaire's name and select Click Add Schedule to Automation Product:
Select the service package and then assign the number of days per week if you want to assign it immediately just keep it at zero
Adding a Program to an Automation
Go to Programs > Assigned Programs. You may also select programs from the Unassigned Programs list.
Choose the Program that you wish to add to the automation and click on the 3 dots beside the program's name and select Click Add Schedule to Automation Product
Select the Service Package and then assign the number of days or weeks you want your client to receive it or leave it as zero if you want it sent right away
How to view the Scheduled items for each Automation
To view the scheduled items on your Automation, go to your Automation and click on the 3 dots beside the automation name and click on View Scheduled items
You will see all of the resources, questionnaires, programs, and messages that you have scheduled for your Automation
How To Assign A Member To An Automation Product
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Go to E-Commerce, then click ‘Automations’
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Select the Automation you want the member added, then click ‘Add Member’
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Select the member you wanted to add to the Automation and then click, ‘Activate’