| 1. Click 3 parallel lines top left by your logo |
| 2. Click on the button "Business Settings" |
| 3. Click on the button "Templates" |
| 4. Click on the button "+ Add Template" |
| 5. Build your template. Use “Template Name” to give it a descriptive name so you will remember what is in your template. Make sure to save it. |
| 6. Click on "Board" to navigate to the board to build your automation. |
| 7. Click on the button "Automation" |
| 8. Click the drop down arrow for Intake Board (or any board you want to add your message automation to) |
| 9. Click on the plus icon to add a new rule |
| 10. Click on the new rule you just added |
| 11. Click the edit pencil by the new rule you just added to rename it |
| 12. Rename and save it |
| 13. Click on "Board Cards" to create an automation that triggers as you move the client or employee through your board/process. |
| 14. Choose when to trigger the automation: when the card enters into a stage, remains in a stage, or leaves a stage. |
| 15. Click on the stage |
| 16. Click on the button "ADD ACTION: SEND MESSAGE" |
| 17. Click on the checkbox "Send E-Mail" (or “Send In-Mail” if sending a templated message to the parent portal or employee portal or “Send SMS” if sending a templated SMS message. Note: SMS requires an additional level of setup.) |
| 18. Click on the email template you wish to use |
| 19. Click on the checkbox "ON" |
| 20. Click on the button "Save Rules" |
| 21. Click on the button "Yes" |
