Automations are really powerful to help you automate various parts of Supermove.
One example of an automation that’s very useful is a “follow-up reminder email”. However, you may run into a situation, where you do NOT want to send a follow-up reminder if the follow-up is no longer necessary.
For example, if you send out a quote or confirmation to a customer, you may want to send a reminder email the next day. However, you likely do not want to send this reminder if the customer signed the confirmation already.
This is how to set up a follow-up reminder email automation:
Prefer to see steps written out? We've got you covered!
Select the Confirmation Sent trigger, add a Delay of 1 day, and add the Send email action with your desired email template.
This automation now sends the confirmation email again to the customer after a day.
That’s an issue though because we do NOT want to send this email to the customer if the customer already signed a confirmation letter.
First, add the Get project data action after the Delay action. This gets the latest project details, including the project status.
We can check the status of the project before sending the confirmation reminder email because we know that when a customer signs a confirmation, the project status gets updated to 'Booked'.
Add the Stop if action step between "Get project data" and "Send Email"
Click Done and Save Automation to wrap it up!
You’ve now created an automation where the reminder email to the customer will only get sent if the job is not yet booked. Congratulations!