To add a new automated message, follow these steps:

  1. Go to the Apps section
  2. Choose Automated messages
  3. Select the right tab Add new

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Once you get to the Add new automated message page, you are presented with all the parameters and fields available for an automated message.

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Active

The slider turns an automated message ON and OFF. By default this is set to ON - keep it as it this when creating a new automated message that you want to activate straight away.

An automated message that is set to OFF will still be shown in the list of automated messages, but it won't be running.

Name

Give your automation a name for internal use - something that will help you find it in the list, and also will be descriptive for your colleagues.

Schedule

Choose whether to send the message at the moment of the trigger event, or at a specific time after it.

Here's the list of all available triggers for automated messages: