1. Navigate to Template Creation
Go to Automations from the main menu.
Select Templates.
Click on Create Template.
2. Add a Title
Enter a clear and descriptive title for your template.
Example:Appointment Setter
3. Set Access Level
Choose who should have access to the template:
Organization – All team members can use the template.
User-specific – Only selected users can access the template.
4. Click on “Create Template”
Once your basic template settings are configured, click the Create Template button to proceed to the automation setup.
Adding a Trigger and Action
5. Add a Trigger
Select the type of trigger that will initiate the automation. You can choose from:
Keyword Trigger
Triggered when a contact replies using a specific keyword.Response Trigger
Triggered when a contact responds to a message.Link Click Trigger
Triggered when a contact clicks a link in a message.
Example: Link Click Trigger
In this example, you'll configure an automation where clicking an appointment link triggers a follow-up assignment.
Select Link Click Trigger.
Specify the message containing the appointment scheduling link.
This trigger will activate when someone clicks the link to schedule a date and time.
6. Choose an Action
Set the action to Assign User.
Select the user who should be assigned (e.g., Daniel Walsh).
Purpose of this Example:
When a contact clicks the appointment setter link, the office secretary is automatically assigned to follow up. This ensures the scheduled appointment is properly confirmed and completed.
Note: Various actions can be triggered on the same template.
