Automatic Messages

What This Guide Does — Shows how to create a rule that sends a message automatically when a specific event happens.

Why It Is Useful — Lets you respond to contact behavior instantly and consistently, without sending each message by hand.

How to Use It

1

Open CRM

Under CRM & Audience, click CRM.

2

Open Automations

Under Messaging, click Automations.

3

Create a New Rule

Click New Rule.

4

Define the Trigger and Audience

Name the rule, choose its trigger, set a delay, and optionally restrict it to an audience group.

5

Choose Channels and Save

Enable each delivery channel, assign its active template, then click Save Rule.

Annotated walkthrough of creating an automation rule: trigger and audience, then channels and templates

What You Should See — The new rule appears in your Automations list as Active, and fires automatically the next time its trigger event occurs.

Tips

  • Use a delay when the message should not be sent immediately after the trigger.
  • Confirm that every selected channel has an active, approved template before saving.

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