Automations: Email, SMS, Tags

Automations are a powerful feature that can be used to tag clients based on activity, send automated emails, texts, and campaigns.

You can create 3 types of automation:

Emails
SMS
Tags

All 3 types of automation work very similarly. We will cover how to create email automations in depth. The steps are basically the same for SMS and Tags.

Tip 2: We have pre-populated about 40 email automations for you! (Note that a few are not editable as they relate to purchase receipts). We suggest that you review them, duplicate them, and edit them to bring in your brand elements. Most emails have a generic email header image. This can be done by finding the automation, select the 3 dots to the right > duplicate >edit.

TIP: Go to Canva.com, create a new header image design (search Email Header template), add your colors, logo, and imagery.

Where to Find Automations

Go to Growth Suite > Automations
You will see 3 tabs:
1. Email: This is where you can create automated emails that go out for things like when a client books a class or when you have a new lead, including creating a drip campaign.
2. Text Message: Just like email but in text form
3. Tag: This is great if you want to tag clients, which is important for creating audiences to send marketing messages

Viewing Automation Activity

Click the name of any automation or the 3 dots and "View Logs"
The top of the page tells you information about the automation
The table below has two tabs
1. Processed: Automations that have gone out
2. Scheduled: Automations that have not sent but will be sent based on the conditions of the automation
  Message Content Column
3. This will show you what was sent in the automation
4. This feature only shows content sent after 12/27/23

Emails

Let's go over creating an email automation

Click the yellow + button at the top
Choose "Email" in the pop-up
Input fields: Enter the following fields

Trigger
- A trigger relates to an activity a user makes, in most cases related to a user, class, and/or package.
  View a list of all Triggers here.
  - This list also shows you the available Conditions, Recipients, and Variables available for each Trigger.
    Conditions: A condition allows you to create a more detailed automation.
- For example: You choose the trigger "When a client books a class"
  - But you want to add additional rules, such as it is their first class or after they have attended the class or if they do not have a package. There are hundreds of possible combinations!
    
    Recipient: Choose who gets the email, either the client or the main contact for the organization
1. the main contact is the email used as the Sender Email (page two of the setup process).
  
  Timing: Choose when you want the automation to go out
- Instantaneously = as soon as the trigger activity happens
- Delayed = a fixed period of time that you set after the trigger activity happens
  Pattern = a fixed day during the month. E.g., you only want this automation to happen on Sundays. This will be the same email content, subject line, and automation setup, repeatedly deployed based on the pattern interval and frequency selected
  - Repeating: Choose repeating if you want the automation to go out the same time every week/month. Great for reminding people to book classes.
- Relative = Relative refers to the relationship between the trigger happening and when the response fires. For example- A client buys a year paid in full membership. 7 days before the package renews, you want an email to be sent to the client reminding them that their membership is renewing.
  Who should receive the email?= Client
  IF
  TRIGGER = Their subscription is expiring
  AND: It's a specific package- The Annual Paid in Full membership
  AND: It's supposed to renew
  
  THEN
  Send an email reminding the client 7 before their current package ends.
  
  Next, design the Email! This is the fun part. Please reference this other help article.
- Enter a subject
- Enter the display name that should appear in the inbox, e.g., Your Studio Name
- Enter the return email address
  
  When designing the email, you will want to use "variables" that will auto-populate things like the client name, class name, etc. Variables allow your email to feel personal to the audience, by automatically bringing in specifics.
- On the top left hand corner click the envelope mail icon
- Click any variable to copy it- read the sub text for helpful descriptions
- Click the "X" to go back to the editor
Post the variable where you want the content. Click "Save"!
You can send a test email by clicking the 3 dots from the list view