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Automation
Automation
All the features available in the Automation dashboard
10 articles in this collection
Written by
Moza Ugumba
Bulk Communications
This article will be looking at the bulk communication feature in the automation tab and how customer chasing status contributes.
Written by
Moza Ugumba
Updated over a week ago
Automation
This article will look into the automation dashboard and explain the features available.
Written by
Moza Ugumba
Updated over a week ago
Templates
How to set up templates?
This article will look into how to set up templates within the automation dashboard.
Written by
Moza Ugumba
Updated over a week ago
Template Type
This article will look into the different template types and what they mean.
Written by
Moza Ugumba
Updated over a week ago
Strategy
Strategies
This article will look into the Strategy feature on the platform
Written by
Moza Ugumba
Updated over a week ago
How to set up a strategy?
This article will explain how to set up a strategy and what features are available in the strategy function
Written by
Moza Ugumba
Updated over a week ago
Strategy Triggers
This article will look at the individual strategy triggers an what they mean
Written by
Moza Ugumba
Updated over a week ago
Assigning Customers to a Strategy
This article will look at how to assign and remove customers from a strategy and how to view what customers are assigned to what strategy
Written by
Moza Ugumba
Updated over a week ago
How to stop strategy for a specific customer?
Written by
Moza Ugumba
Updated over a week ago
How to auto-assign customers to strategies?
This article will show you how you can confirm that a customer is assigned to a strategy
Written by
Moza Ugumba
Updated over a week ago