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