Creating Automations

You can create automations that are sent before or after an appointment.

  1. Click on Automations on the left side of your screen.
  2. Click on New automation.  

Throughout the setup, you can always click on Delete to delete your automation. 

Choose a name

  1. Choose a name for your automation.
  2. Choose whether you want to send your automation before or after an appointment.  
  3. Click on Next.

Assign replies

  1. Select the user who will be receiving the automation's responses. You can also select users that will be notified when there is a response. 
  2. Click on Next.

You can turn the emoticon detection on and Kimoby will automatically sort positive and negative responses.

Target customers

Set up the rules for your automation: 

You can have as many rules as you want. You'll be able to see how many customers your automation will reach.

Create a message

  1. Enter your automation's message. Here are a few examples
  2. You'll see a preview of your message and you'll be able to send a test message to the cell phone number of your choice. 
  3. Click on Next.

Set a delivery time

  1. Choose the date and time to send your automation.  
  2. Click on Create automation

Throughout the whole set up, you can go back to each step before saving your automation. 

Did you find it helpful? Yes No

How do you like using Kimoby?