Access Automations
Click on your Avatar in the top right corner of the dashboard.
Select Settings from the dropdown menu.
Scroll down to the Communication section.
Click on Automations.
Part 1: Simple Automations (Reminders & Follow-ups)
The Automations tab handles single-step, essential notifications.
Job Reminders
Send a reminder to clients before their scheduled appointment.
Toggle the Job Reminder switch to ON.
Click Edit Schedule.
Time: Set how far in advance the reminder sends (e.g., 1 Day before or 2 Hours before).
Click Save.
Quote & Invoice Follow-ups
Don't let quotes go cold or invoices go unpaid.
Find the Follow-ups section (Quote or Invoice).
Click Edit Schedule.
Time: Define the delay (e.g., 3 Days after creation).
Sequence:
One time only: Sends a single reminder.
Repeat: Continues sending reminders at the set interval until the Quote is approved or the Invoice is paid.
Actions
Google Review: If user connects the Google My Business Integration from the Integration settings in WIZniche, this toggles allows them to send automated emails requesting Google Reviews.
Part 3: Workflows
Click the Workflows tab to access the visual builder. This allows you to create complex sequences (e.g., Deal Created -> Wait 2 Days -> Send Email -> Wait 3 Days -> Create Task).
Custom Workflows are part of WIZniche Marketing Suite, Learn more about Workflows in this article:
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.