This article covers the following topics:
From Core click on the Automation Module and click on Add Automation.
Ensure the Active button is toggled ON.
Add Automation
- Automation Name - allocate a name for the Automation.
- From Email Name - this will act as the signature on your email.
- Reply Email Address - enter the email address that your recipients can respond to.
Schedule
- Trigger Category - select Shift from the dropdown menu.
- Trigger - select Shift Created from the dropdown menu.
Options
- Do not send notifications before - from the dropdown menu merchants will select a time slot of which the notification will be not be sent before.
- Do not send notifications after - from the dropdown menu merchants will select a time slot of which the notification will be not be sent after.
Audience
Merchants audience selection will vary based on the Trigger Category and Trigger selected in the Schedule section.
Since Shift and Shift Created have been selected a Contact List Related Staff will appear - checkmark the Related Staff box.
Template
Merchants will toggle ON the medium of their choice through which they wish to send the Automation.
- SMS
- Notification
There will be dropdown menus next to each medium from which Merchants can choose predefined Automation Templates .
Click Save to proceed.
An Automation Rule Saved Successfully message will appear and the new Automation can be seen under the main Automation page.
For a list of terms used in the Wellyx application & across the support website, please consult our Glossary.
