Set Up Automations

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Create an automated message to contacts to enhance communication and business workflows.

Before you begin: You must be set up as a user and be assigned the manager role.

Sign in to the GoTo desktop/ web app.
Select Engage from the left navigation.
Select Automations.
To create a new automation, select + Add automation.
Optional: You can also select a pre-defined template from the Templates tab.
Add a name for the automation.
Select the audience. Choose from:
- All contacts
- Group(s)
Select the trigger for the automation. Select from:
- Shared contact created
  Note: You must select an audience of All contacts to use this trigger.
- Contact added to group
- Contact removed from group
Configure the timeframe settings.
Select the action.
Select the desired phone number.

Tip: Set a default phone number for future automations.
Write your message. The following features are available to customize your message:
- Message Assistant: generate a customized message for you based on the tone and what your message is about.
  Notice: By enabling Message Assistant in your settings, you understand and agree the use of this feature is subject to the GoTo AI Terms.
- Variables: use contact and company variables to personalize your campaign messages.
- Links: add URL links to your text campaigns and decide how the URL links are displayed and presented to recipients. Enable shorten track link to convert URL links into click-track links for click metrics.
- Surveys: choose an existing survey to add to your text campaign. If you haven't created a survey or need to create a new one, click here for instructions.
- Attachments: add MMS files into your message.
  Note: You can send up to 10 files in a single message with a maximum size of 2MB per message.
Select Save & turn on.

Note: You can also select Save to save your progress but it will not be enabled.

Results: The automation will automatically send the message to the contact(s) that meet the trigger thresholds. Manage, edit, and enable/disable the automation as needed.

What to do next: Review automation metrics to see how the automation is preforming.

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