Trial Ending Alert

Here’s how to use the Trial Ending Alert automation, starting from the “Automations” tab of your Dashboard. Step-by-step instructions are below:

Step-by-Step Guide:

Step 1: Select “Send A Message: One Time” from the drop-down.

Step 2: Click the “+ Add Send A Message: One Time” button.

Use the edit icons to customize the automation.

Step 3: For “When?” select “a trial ending” and set the time for when the message will be sent.

Step 4: For “Who?” select all clients or specify which clients by tags. These will be the clients who have a trial ending.

Step 5: For “Send To?” you can select send to client or you can select a staff member.

Step 6: For “How?” select the delivery method for your message.

Step 7: For “Message” add a subject and custom message.

Step 8: Save the automation.

Now you can send Trial Ending Alerts!