Overview
The Automation page shows how your invitation campaigns are performing and lets you control which messages are active. GiveMe5 sends your email and SMS messages at the timing you configured and stops automatically when the customer takes a qualifying action.
What you can do here:
Check campaign performance — view invited-customer counts, open rate, click rate, and avg time to review
Manage email templates — preview, edit, or pause/enable each message in the sequence
Manage SMS templates — same controls as email; requires an SMS plan and connected Twilio
Browse send history — see every invitation sent from this location with a per-customer delivery timeline
Open Automation Settings — change sender name, SMS credentials, and campaign link destination
Read the campaign summary
Four cards at the top of the page show performance for the current billing cycle.
Card | What it shows |
Invited Customers | Invitations used out of your plan's limit, with a progress bar and reset date. A Buy More link appears for eligible accounts. |
Avg Open Rate | Average email open rate with a week-over-week trend arrow. |
Avg Click Rate | Average click rate on the invitation link with a week-over-week trend arrow. |
Avg Time to Review | Typical time from invitation sent to review submitted, in hours or days with a weekly trend. |
Browse and manage email templates
Click the Emails tab to see your sequence — one row per template.
Column | What it shows |
Request | Template number in the sequence (e.g. #1, #2) |
Triggered On | When it sends — immediately, after a delay, or at a set time |
Subject | Email subject line |
Sent / Opened / Clicked | Counts and rates; a totals row summarises across all templates |
Free plan: Only the first email in the sequence is sent on a Free plan. User need to upgrade their account to get access to follow-up sequence.
Preview — Opens a full-size render of the email without leaving the page.
Edit — Opens the template editor to change subject, body, timing, or send days. Not available on Free or Free Trial plans.
Pause / Enable — Stops or restarts an active template. You can't enable a later message until the earlier messages it depends on are enabled. You can't pause a template when another in the chain depends on it.
Viewer role can't edit, pause, or enable templates. Viewers can preview only.
Browse and manage SMS templates
Click the SMS tab. The layout mirrors the email table: Request, Triggered On, Subject (message body preview), Sent, and Clicked. The same Preview, Edit, and Pause/Enable actions apply.
SMS isn't available on Free or Free Trial plans. If your account is an agency sub-location, the agency owner must connect Twilio first.
Browse the send history
Click the History tab to see every invitation sent from the currently selected location: reference number, date, type (Email or SMS), recipient email, and recipient phone number.
Click History in the Actions column on any row to open a side panel showing that customer's full delivery timeline — what was sent, when, and how they responded.
Pagination controls at the bottom let you change pages and adjust rows per page.
Open Automation Settings
Open Automation Settings from the tab bar to change sender name, SMS credentials, or campaign link destination. Viewer role can't open this.
See Automation settings for full details.
Frequently asked questions
Why can't I edit templates?
Editing requires a paid plan — not available on Free or Free Trial.
Why can't I pause a template?
A template can't be paused if another template in the sequence depends on it. Pause the dependent templates first.
Can a Viewer use the Automation page?
Viewers can read summary cards and preview templates. They can't edit, enable/pause, or open Automation Settings.
Why is SMS unavailable?
Either you're on a Free or Free Trial plan, or your account is an agency sub-location without Twilio connected. The agency owner sets up Twilio in Automation Settings.
How does automation stop automatically?
When a customer clicks the link, submits an NPS score, or selects a review platform, GiveMe5 stops further messages. The exact stop trigger is configured in Automation settings.
Is History limited to one location?
Yes — use the location selector in the header to view history for a different location.