An automated action is a predefined task that the software executes automatically when a specific target is reached. For example an automated action can be ...

Automated actions are designed to be used in conjunction with email features. Automated actions will not be initiated if the constituent does not have two t...

On the Schedule tab of your Automated Action setup you will be able to create a tigger. This trigger will tell the software when and under what circumstance...

During the setup of certain triggers within your Automated Actions you can also choose to be notified if a specific constituent who matches that trigger is ...

Within the setup of your Automated Actions, you can also choose to receive a notification via text message and customize the message that is sent within the...