Set Up Automations

Set Up Automations

DEADLINE EXTENDED: United States carriers will block all unregistered SMS in 2025 due to an industry-mandated regulation to protect consumers (your customers) from spam texts. Don’t wait - complete SMS registration no later than January 14, 2025 if you wish to send text messages.

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 our 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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