Frequently Asked Questions

View Categories

How can i create a reminder series?

Automation Series allows you to manage multiple triggers in one setup for both email and SMS. This works for automating campaigns and reminders like updates, birthdays, notifications etc. Here is a guide on how to create a reminder automation series on Yournotify.

 

 

STEP 1: Navigate to the “Engagement” section on the dashboard.

STEP 2: Click on “Automation” from the drop-down menu.

STEP 3: Click on “Create Automation” , select the automation type   “Reminder” and click on  “Submit“

STEP 4: Click on “Action” and select “Setup” from the drop-down menu.

STEP 5: Set up your automation series. Choose either “Birthday,” “Update,” or “Notification” based on the type of reminder you wish to automate.

Note: Select “Add new” if you want to add more triggers to your series.

Step 6: Click on “Submit”.

 

Automation, Campaign Automation, Reminder
Did you find this information helpful