Automations in WIZniche are a great way to streamline repetitive tasks, such as sending reminders and follow-ups to customers. This feature helps you stay on top of customer communication for appointments, assessments, quotes, and invoices without manual effort. Here’s how to set up and use automations on WIZniche.
Setting Up Automations in WIZniche
Step 1: Access the Automation Settings
Log in to your WIZniche account and navigate to Settings in the sidebar.
From Settings, select Communication, and then click on Automation. Here, you can configure automated reminders and follow-ups.
Step 2: Create Automations for Reminders and Follow-Ups
In the Automation Settings menu, you can set up automations for reminders and follow-ups:
Reminders: Automatically send reminders to customers about upcoming appointments.
Click on Reminders, then specify how far in advance (in hours or days) you’d like to send the reminder.
Follow-Ups: Schedule follow-up emails for quotes and invoices.
Choose Follow-Ups, set the number of days after the event for the follow-up email, and select if it should repeat. Only open quotes and pending invoices will receive follow-ups.
Note: Automations for actions like status-based email triggers will be available in a future update.
Step 3: Set Time Frames for Automations
Each automation type provides a dialog box to set time frames:
For Reminders, you can select the time in hours or days before an appointment or assessment.
For Follow-Ups, specify the number of days after a quote or invoice has been issued. You can choose to have follow-ups repeat until the quote is converted or the invoice is paid.
Step 4: Manage Automation Permissions
Company Admin: Full access to all automation settings and global data.
Admin Support: Access to individual features, with limited permissions regarding global data.
Available Automations
WIZniche currently supports:
Reminders: Automated notifications for upcoming assessments and appointments.
Follow-Ups: Customisable follow-up emails for open quotes and unpaid invoices, helping to maintain customer engagement and encourage prompt action.
Automation Limits
Only one automation per category can be active at a time. For example, you’ll need to deactivate a current follow-up schedule before setting a new one in the same category.
Best Practices for Automations
To make the most of WIZniche automations:
Adjust your reminder and follow-up schedules regularly to align with your current workflow.
Ensure follow-ups are relevant so customers receive timely and targeted reminders.
Need Help?
If you have questions or need assistance with setting up or managing automations, please reach out to us at [email protected]. Our support team is here to help and ensure you get the most out of WIZniche’s automation features. Stay tuned for updates as we continue to expand automation options!