Example: Automated Item - Trial
In the Trial stage, the prospect has signed up for a trial membership to use the facility or programs for a limited number of days. The example below follows up with a text message midway through their trial.
1. Status: For prospects in the Trial stage.
2. Run at & Date Time: This automated text will be run midway through the prospect's trial period.
3. Kind: A text message will be sent
4. Label: The name of the automated item.
5. Template id: A text template previously created
6. Description: The full text template that will be sent to the prospect.