Using Automated Messages

  1. Automated sequences are a way for you to chain together a series of messages such that you can give a customized response when your clients respond “Yes” | “No” to the original message. 
  2. This can be used to ask yes or no questions like, Are you currently working? Will you be attending our next course?
  3. Go into “Message Sequences” from the navigation menu.
  4. Click the green box in the upper right-hand corner called “Message Templates.”
  5. Here you can edit and customize the Automated Employment Verification Process. Caution—you must include YES and NO in your messages as written or other expected responses. You can have multiple expected responses. 
    1. Message One=Question that requires a YES or No response
    2. Message Two=Your response to a YES answer
    3. Message Three=Your response to a NO answer
  6. Save your edits upon completion.
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