When you add an auto-message or auto-action to an automation, you can control when it will be sent or created. This helps you deliver the right communication at the right moment. There are three timing options you can choose from:
Time Delay
Time Delay with an Additional Rule
Right When a Rule is Met.
Time Delay
The Time Delay option sends a message or creates a task after a set amount of time has passed since the contact entered the automation. You can choose to send it immediately or after a specific time (for example, hours, days, or weeks).
Examples:
Send a welcome email to a new lead immediately after they create a profile in your booking software
Send a text message 1 hour after a client’s first visit
Send an email 1 week after a client’s 2-week trial has ended
Time Delay with an Additional Rule
The Time Delay with an Additional Rule option works like the standard Time Delay, but adds another condition. The message or task will only send if the client also meets a specific rule.
Examples:
Send an email 1 day after purchasing an intro offer, only if the client hasn’t reserved a class
Send a text message 1 week after the first visit, only if the client hasn’t returned
Send an email 1 week after a 2-week trial ends, only if the client hasn’t made another purchase
Right When a Rule is Met
The Right When a Rule is Met option doesn’t use time at all. Instead, it sends the message or creates the task immediately when the client meets the defined condition.
Examples:
Send an email when a client reserves their next class
Send a text message when a client completes their second visit
Send a text message when a client opens a specific email