Automation helps streamline your tasks by setting up triggers, conditions, and actions to perform tasks like sending emails and texts. In this article, we'll guide you through accessing, creating, configuring, and testing automations, as well as using the Library for pre-configured automation.
Access Automation Settings
Log in to Movermate and navigate to the Settings menu.
Scroll down until you find Automation and click Automation.
Create a New Automation
There are two ways to create automation in MoverMate: from scratch or from the library.
Create Automation from Scratch
Click Add Automation.
Name your workflow.
Set the Trigger (e.g., when a lead is created or a job status is updated).
Define the Action (e.g., send an email or text).
Select the Template which needs to be sent
Set the Audience to whom the email or text message should be sent.
Set the Timing for when the action should occur (e.g., immediately or 1 day later).
Add Conditions to specify when the automation should run (e.g., only if the job type is "Commercial Moving").
Create Automation from the Library
Instead of starting from scratch, you can click Add Automation and then select From Library.
The Library contains pre-configured automation templates for common workflows.
Examples:
Send email when a lead is created.
Send reminders when a job status is updated.
Select a template that fits your needs, and customise it by adding or editing triggers, actions, and conditions.
Save the Automation Rule
Click Save to save the rule.
Your new automation will now be listed under My Automations. You can view details like when it was last triggered, the conditions, and the action that was taken.
Manage Your Automation
Go back to the Automation page to view or edit your workflows.
You can edit an existing automation or delete one you no longer need.
