SMS to Movers the Day before a Move

#Overview

It may be helpful to re-confirm with each of your Movers that they are still available for their jobs the next day. To avoid doing this manually, an Automation can be set up to streamline the process.

To quickly set up this automation, follow the below steps!

#Process to Set-up

#Video Walkthrough

Google Drive Open

#Part 1: Create the SMS Template

1. Navigate to Settings (gear icon) on the top right

2. Go to Communications

3. Select the SMS Templates tab

4. Now click on +Create Custom SMS Template

5. Copy and Paste the below information into the email template:

   Template Name: Mover Confirmation Text

   Template Type: Mover

   Body:

#Example

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#Part 2: Create the Automation

1. Navigate to Settings (gear icon) on the top right

2. Go to Automations

3. Click +Create Automation and enter a Name; we recommend Mover Commitment Reminder

4. Select the trigger category as Schedule, then Before Job Start, and input --

   1. Project Type: Select all

   2. Job Type: Select all

   3. Days Before: 1

   4. At: 3:00 pm local time

   5. Select Tag(s): Leave as is

5. Once done, add Stop If and input the following:

   1. Check: Project

   2. Select Property: Move status

   3. Condition: Is not equal to

   4. Select value: Booked

   5. Then click Done

6. Add the action Send SMS and input the following:

   1. Select Template Category: Mover

   2. Select Template: Mover Confirmation Text

   3. Select Recipient Kind: Assigned movers

   4. Then click Done

7. Save Automation and toggle the Automation to “on” by clicking the button to the left of the saved automation

#Example:

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