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This document will guide you on how to select, edit, and use canned automation templates for streamlined customer communication. You'll learn how to choose the right template, customize it to fit your requirements, and automate it for efficient interactions, helping you save time and maintain consistency across all communications.
Selecting an automation cycle template card creates email automation, including rules and multi-lingual email templates. You can modify these rules and templates on the following screen before activating them.
Information
Reminders will only be sent to target customers after the automation has been published.
Follow these steps to select a canned automation template:
You can customize and modify any canned automation as per your requirements. The following sections can be modified in an automation cycle:
You can change the canned automation if you have one that better fits your use case. On the Details page, click the Edit button to modify the name, and click the green check button.
Target Segment refers to the set of rules added to an automation cycle to target the right set of customers that fall under the set criteria. Follow these steps to modify these rules:
The Schedule Automation section deals with setting the frequency of the automation cycle to Daily, Weekly, or Monthly. Follow the steps below:
The Email Template section allows you to modify and preview the template. You can also choose to delete it. Click the Edit button to edit the template, Preview button to preview it and the Delete button to delete it.
You can also select the desired language from the available options to view the emails in that locale. Emails will be sent to the targetted customers in their preferred locale.
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The Manage Customers section allows you to upload an Excel file with the list of customers that you want to Include or Exclude from the targeted customers. Follow these steps.
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This option can only be used if the automation is either activated or saved as a draft.
In the Test Automation section, you can test the automation before activating it. You can choose to either Verify Data or Test Automation. Let us discuss these in detail:
Note
This option can only be used if the automation is either activated or saved as a draft.
The Follow Up Automations section allows you to create an automation cycle by cloning the current automation cycle to follow up with the same set of customers as required.
Follow the steps below to create a Follow-Up Automation:
Note
This option can only be used if the primary automation is either activated or saved as a draft.
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