Automatic Customer text

Chad B. shared this question ago

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Is there a way to send automatic SMS/MMS messages in place of the automatic emails? I'd like to set up one as a "review request" after an event and at least one the morning of or the evening before letting the customer know who is coming to set up and what time we'll be there. Though the second one may only be able to be manual text which is fine.

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Susan M. ● 4 years ago

Yes, we can do this through the new "automations". If you create a new text "email" in the email center we can help you set it up to go out automatically.

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Carl H. ● 2 years ago

Can you tell us how to set this up automatically or do we need to have our rep do it?

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Susan M. ● 2 years ago

First go to your IO Phone settings and create the Text template. Then go to automations and create this as well. You will have to add a filter that sends out to the leads you want it sent out on. (On the bottom of the page there's some examples) But of course, if you need help let us know.

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