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βœ‰οΈ Messaging: Automations & Templates

Use automations to send templates based on certain events

⭐️ First lets discuss what each of these topics means and how they fit together.

πŸ‘‰ Messaging Automation

This is the set of triggers that determine when an email is sent. There are "Event" Triggers and "Date-Based" Triggers

πŸ‘‰ Email Template

This is the specific content that is sent. You can configure each template or add new ones.


πŸ‘‰ 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.

πŸ‘‰ 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.

🌟 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!

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