How Do I Set Up an Automatic Message to Send to Clients?

This guide will walk you through setting up a one time message automation. From configuring, personalizing messages and selecting recipients, follow the steps below.

Navigate to the Automations tab.

Select “Send a Message: One Time” from the “Create New Automation” drop down.

Click on the edit icons to customize each setting, starting with “When?”.

Select the action that will trigger the send a message automation from the drop down list. Depending on the event there will be additional customization settings.

Some of the events will have the option to set the time interval for the trigger. Depending on your selection the options can be minutes, hours, days, weeks or months.

Click on the edit icon for “Who?”. Here, you can customize which clients will receive the message. You can select clients with or without specific tags, choose clients who are members of a specific group or not, and apply additional filters such as location, lifecycle stage, subscription, and purchase. Keeping “All Accounts” will send the message to all clients.

Edit “Send To” and choose the client as the recipient of the message.

Click on the edit icon for “How?” and select how the message will be delivered. Click on the “done editing” link.

Click on the edit icon for “Message” and enter your custom subject and message.

Save the automation.

This guide covered setting up the send a message automation.