General Automation FAQs
Can I set up a Workflow Automation(s)?
Can I set up a Workflow Automation(s)?
No. Please see the Workflows collection to see specific workflow automation options.
Can I Build Automations for my Pipeline(s) or Opportunities?
Can I Build Automations for my Pipeline(s) or Opportunities?
Not at this time.
What is a date-based Trigger?
What is a date-based Trigger?
The date-based trigger relies on the specific date the contact meets the requirement whereas non date-based triggers will run as soon as the requirement is met regardless of the date.
How long do I have to wait for my date-based Triggers to start running?
How long do I have to wait for my date-based Triggers to start running?
If you are using a date-based trigger, you will have to wait until 9:00am CST the day after you create or enable the automation--unless it was enabled before 9:00am CST--for the automation to go into effect.
Automations for Marketing, Emails & Texts FAQs
Can I use Automations to set up Drip Email Campaigns?
Can I use Automations to set up Drip Email Campaigns?
Not at this time.
Do I have to use Automations for Email/Text Appointment Reminders?
Do I have to use Automations for Email/Text Appointment Reminders?
Yes! Appointment reminders can only be used in conjunction with automations. We do not have a stand-alone option.
Can contacts confirm an appointment via an automated text message?
Can contacts confirm an appointment via an automated text message?
Yes! Recipients have the option to confirm their meeting via the text message. When an appointment or event is confirmed via a text message, the status will update across Swivel (calendar, dashboard, event, contact).
Can contacts Reschedule or Cancel an appointment via an automated text message?
Can contacts Reschedule or Cancel an appointment via an automated text message?
No. Recipients can only confirm, but no cancel or reschedule. We advise that you include a directive to "please call our office to cancel or reschedule."
Do the Automated Text Messages & Emails count against my message count?
Do the Automated Text Messages & Emails count against my message count?
Yes. To learn more, please visit the Purchase Additional Messages section to learn more.
I have multiple numbers on my account, can I choose which text number I use?
I have multiple numbers on my account, can I choose which text number I use?
Yes! and when you open the message you can see the sender at the top. And it will default display based on the phone number that has received the most recent message.
Will I be able to track the Automated Texts sent to a contact?
Will I be able to track the Automated Texts sent to a contact?
Yes! All text messages will display in the contact's communication log
Will Contacts be required to opt-in to receive Appointment Reminders?
Will Contacts be required to opt-in to receive Appointment Reminders?
Yes! Your contacts will be prompted to opt-in before receiving any SMS messages, including appointment reminders and/or confirmations.
How do automations use my contact's information for text and emails?
How do automations use my contact's information for text and emails?
Automations look at the contacts mobile number and the primary email address (indicated by the star icon on their page).
If you do not have mobile numbers added to your contacts, they will not received the text messages. Likewise, if you do not have a primary email address added to the contact, then they will not receive the email.
Troubleshooting Automations
My contact did not receive the automated text.
Confirm that the contact has a mobile number on their contact page. If they do not have a mobile number, then they will not receive the text message.
Confirm that the contact has opted into texting. They must opt in before they can receive text messages (automated, broadcast, or one-on-one).
If the contact meets the trigger criteria and is missing a mobile phone number, you will see an unsuccessful run in the log for that automation. If you click the unsuccessful link it will state the reason why it failed.
My contact did not receive the automated Email.
Confirm that the contact has a primary email on their contact page. If they do not have a primary email then they will not receive the automated email.
If the contact meets the trigger criteria and does not have a primary email selected, you will see an unsuccessful run in the log for that automation. If you click the unsuccessful link it will state the reason why it failed.
📌 Note: Automated Emails and/or are not the same as Broadcast Emails or Broadcast Text Campaigns sent to a contact list. Please visit our Marketing collection to learn more about sending Emails and/or Texts as part of a marketing campaign to a contact list.