An automation waits for one person to do something, such as fill in a form or book, and then messages that person. Several are ready-made, so there is nothing to build.
The ready-made automations
- Lead Auto-Reply: the "thanks, we got it" reply to anyone who fills in a form. On by default.
- Booking Reminders: reminders 24 hours and 1 hour before a confirmed appointment, in your business's time zone.
- Google Review Requests: asks for a review after a booking is marked completed, and follows up once.
- Order emails: receipts, shipping notices, cash on delivery confirmations and return updates. On by default for stores.
- Registration & Enrolment Emails: confirmations, reminders and waitlist offers for events and courses.
Steps
- Open Messages & customers → Email → Automations.
- Under Ready-made automations, switch one on or open it with Edit settings.
- Edit the wording. Use the preview, Refine with AI, and a test send to check it.
- Save.
Good to know
- Automations your site cannot use yet, such as booking reminders with no bookings, say "Not in use".
- Booking reminders and review requests can also go by text once SMS is set up. See Text your customers from a journey.
- For something that is not covered, see Build a journey.