PRODUCT & SETUP GUIDE · 4 STEPS

Set up email automations

Email starters cover new inquiry responses, unbooked lead follow-ups, and upcoming event reminders. Delivery is opt-in, with approval on by default.

Follow these steps

1. Open Messages → Automations → Browse Templates. Choose New Inquiry Response, Unbooked Lead Follow-up, or Upcoming Event Email.
2. Edit the message, timing, scope, and conditions. Enable the rule and turn on Schedule email delivery for this rule.
3. Review pending messages in Delivery activity. Approve, cancel, or inspect a delivery there. Check your Email & sending settings when troubleshooting a sender.
4. Pause a rule or the lead’s automation when you take over the conversation.