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
Note: When you choose email as the automation type, the update will not only be sent in the recipient's email inbox but also appear in the ‘Communication’ tab under ‘Automation Email’ of the project. This ensures a centralized record of all automated communication related to the project.
