Email Automation

Email Automation is a powerful tool that can help streamline and standardize some of your client-facing communication and even be used to create customized alerts for your team. 

Benefits to You

With Email Automation, ClientSuccess Admins and/or Managers can create templated, trigger-based emails around 3 introductory triggers (see “What Triggers Are Currently Available?”). 

Because each user connects to our email integration, these trigger-based emails are sent through your actual email address and not an automated address.

Admins and/or Managers will also have the available functionality:

• View all Email automation history (including rule name, who the emails were sent to/from, when the emails were sent)
• View each rules’ individual history (including who the emails were sent to/from, when the emails were sent)
• View each rules' individual statistics (including how many times each rule has been sent, how long each rule has been running, when the last email was sent)

What Triggers Are Currently Available?

The introduction of Email Automation includes 3** triggers, as follows:

1. Days after client-as-of date
2. Days since last touch
3. Days to renewal

**Note: We’ll continue to introduce more triggers as the new feature is enhanced. Please feel free to channel feedback through your Assigned CSM.

What Time Will My Automated Emails Be Sent?

As you can imagine, between syncing, updating and automated emailing happening in CS, there are a lot of automated processes that go on 24 hours/day/365. Automated emails fall into this process, and are sent at a variety of times throughout the day. Because of this, the best rule of thumb is to expect the automated emails to be sent once every 24 hours.

Getting Started

***We strongly recommend that each user reconnect their email integration under My Settings > Email Integration, for the sake of updating your authentication tokens***

To start configuring your own automated email rules, your ClientSuccess Admins and/or Managers will want to go to Global Settings > Email Automation and click "New Rule".

You will then be prompted to name the rule, choose a trigger, select a segment (optional, but note that segments must be public to be used in Email Automation), write your email, turn the rule off or on, and send a test email.