Open the job pre-build
1. Click here.
2. Click "Prebuilds"
3. Click "Jobs"
4. Edit a pre-build
Create the automated message
5. Click "Automated Messages"
6. Click "New Automated Message"
7. Click "Blank"
8. Give the message a name (for internal use only)
9. Make sure the message is "Active"
10. Change the trigger to "Status Changed Date"
11. Click the status you want the email triggered on
12. Set any exclusions or inclusions using tags and the business type
Write the email
13. Enter {ClientContactEmail} in the "To" field
14. Put in the sender's email address. This can be the user's {ContactEmail}, or you can enter a known one, such as [email protected]
15. Populate the subject field, including variables, to make it more informative
16. Populate the email text, adding variables to make it more readable. Click on the "Search Variables" to find out what is available
17. Check the appearance of the email
18. If a variable is not recognized, it will be displayed with the {} brackets
19. Click "×"
20. Click "×"
Copy to other pre-builds
21. To push the message to other pre-builds, click "Copy to Other Pre-Builds"
Learn more: workflow automations in Zigaflow