βοΈ First lets discuss what each of these topics means and how they fit together.
π Messaging Automation
This is the set of triggers that determine when an email is sent. There are "Event" Triggers and "Date-Based" Triggers
π Email Template
This is the specific content that is sent. You can configure each template or add new ones.
π Automations Events
The events below are available as triggers to send your templates. A set of basic templates is provided, but you can add new ones as you wish.
π Automations base on Date
You may wish to send specific templates to users based on a date. For example, lets say you have a new resident move in to your community and that date is set as January 1. You can see a Move-In Welcome email to send on that day, and a Follow-Up 7 days later,
Vlge has created and populated several common triggers based on date. To use them, you will simply Create a Template, then Set Up the date-based trigger by assigning that template.
Select your template and save the automation.
π Important!
You must assign a template to an automation in order to use it. If you do not assign a template to send for the automation created, the system may use a default r basic template and you may not get the result you are hoping for.
Click Configure - then select the template that aligns with your automation (or go create a new one and then come back to select it.)
Need more help? Just Ask!



