Builder Prime Support
Created Oct 14, 2022Adding Automations to Project Statuses
One option for adding Email & SMS automations is to create this in the Email & SMS section. Once the emails are created, they can be selected from a dropdown of available templates when configuring the automation itself.
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Our servers may be down. Try waiting a few minutes before refreshing the page.It's helpful to include the purpose of the template in either the name or the description. That way if edits need to be made, it'll be easy to find the template. If you are building a drip campaign, the best recommendation is to include a number so you know where the template falls in the sequence.
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Our servers may be down. Try waiting a few minutes before refreshing the page.You can include variables in the subject line, including the company name, client name, etc. To see the available variables, input a percentage sign (%) and scroll through the dropdown menu of available options.
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Our servers may be down. Try waiting a few minutes before refreshing the page.There are 2 options for sequence type.
Option 1: Trigger actions based on previously scheduled action in the sequence
The timing is dependent on when the previous action occurs. For example, you can set one email to send after 1 day, and you can set a second email to send after 1 day. The second email will send 1 day after the first email has been sent.
Option 2: Trigger all actions based on sequence start time
Sequence start time is when the project has moved into the status. For example, you can set an email to send 1 day after the status change followed by an email set to send after 3 days the status changed.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Determine if you want to send automations on weekends or holidays. If not triggered, the automation will send on the next business day.
Suppressing actions allows you to isolate automations to specific classes and project types.
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Our servers may be down. Try waiting a few minutes before refreshing the page.Depending on your setting, which will be highlighted in yellow, the timing can be either after the project changes to the status or after the previous action in the sequence.
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Our servers may be down. Try waiting a few minutes before refreshing the page.If you want to prevent an automation from sending to a specific client, you can review Upcoming Automations. Search for the client in the search box and click to open the automation window.