How to set up an Email Automation?

Step 1: Click on the Database option in SubcontractorHub

Step 2: Find the “Additional” option at the bottom of the list on the left and click on “Automation”

Step 3: Click on the “Add New Automation” button to schedule a new automation

Step 4: Provide a title for your email automation, choose the automation type -in this case, "Email", specify the module type, and select the job type as indicated in the pop-up window.

Step 5: Proceed to the section below and select the option that specifies when and during which stage the email automation should be employed.

Step 6: Click “Configure”

Step 7: Choose the recipient (Customer, Cosigner, Salesperson, User, Custom) for the automated emails.

Step 8:  Add your email text and Click on the “Save” button to save and employ your email automation