How to set up email and text automations

This tutorial provides a detailed guide on how to use automations in Bling to communicate with customers more efficiently. It explains the prerequisites for using automations, such as setting up a Bling phone number and connecting a Gmail account. The tutorial then demonstrates the process of creating a new automation, including naming the automation, selecting the trigger, and defining the action to be taken, such as sending an email or a text message. It also highlights the ability to customize the content of the automated messages and set up notifications for internal team members. The tutorial emphasizes the flexibility of automations and the potential for creating multiple automations to streamline customer communication.

To use automations in Bling, follow these steps:

  1. Ensure that your Bling phone number is set up to send automated text messages and that your Gmail account is connected within the Bling application.
  2. Click on "Automation" in your Bling account to access the existing automations or create a new one.
  3. To create a new automation, click on "New Automation" and provide a name for the automation, such as "Payment Completed," for internal reference.
  4. Select the custom field that will trigger the automation, such as "Customer Status," and the action to be triggered, such as "Send an Email" or "Send a Text Message."
  5. If sending an email, enter the subject title, message content, and any additional email addresses to be notified. Utilize placeholder fields to personalize the message, such as the customer's name.
  6. Once the email template is saved, click on "Save and Enable" to activate the automation.
  7. To set up a text message automation, follow similar steps, customizing the message content and recipient details.

By using automations in Bling, you can streamline customer communication and ensure timely and personalized responses to various triggers, such as changes in customer status. If you have any questions or need further assistance, you can always reach out to Bling's support team for help.