Creating a vehicle ready automation

You can set up an automation to let your customers know that their vehicle is ready for pick up.

• Go to the automation section, on the left side of your screen. 
• Click on New automation.

Choose name

• Choose the name of your automation: Car ready.
• Click on Send an automation after an event.
• Click on Next.

Assign replies

• Choose the user you want to assign the automation responses to. 
• Make sure to check the Automatically assign replies based on the attribute "user reference" box.
• You can also alert specific user and have notifications sent to them.
• Click on Next.

Target customers

Rule 1

• Select the category of your automation: Repair order opened.
• Select the attribute: Ro status code.
• Select the operator: Is. 
• Enter a value: C97.
• Click on Add new rule.

Rule 2

• Select the category of your automation: Repair order opened.
• Select the attribute: Last time.
• Select the operator: Exactly.
• Enter a value: 0 days ago.
• Click on Next.

Create message

• Write the message you want to send with your automation. Here are a few examples here.
• You will see a preview of your message and you can send a test to the number you want. 
  • To send a test message to the number you want, Click on the Send test message to... box.
  • Enter a valid cell phone number.
  • Click on Test now.
  • Go to the mobile phone you sent a test message to.
  • Open your text message inbox and you will see the test message.
• Click on Next.

Set delivery time

• Click on Set in real time so that every time a customer matches your rules, he will get the message. 
• Set the hours and days for which you will send your message. 
• Click on Create automation.