Automations: emails, texts, and tags

Open Contacts and Email, then Automations.

Choose what starts it: a form, a course enrollment, a purchase, an event registration, a booked appointment, a tag being added, someone joining, or adding people yourself.

Then add steps. Each step can wait first (minutes, hours, or days) and then: - send an email - send a text (only to people who agreed to texts) - add or remove a tag - email you, for example "call this person" - end the automation

Any step can run "only if" someone has, or does not have, a tag. For example, end the sales follow-ups for anyone tagged "purchased."

Turn the automation on when it is ready. Steps run within about 5 minutes of when they are due.