Automation Use Case
Event Approval Reminder
Actions: Email client + SMS client
Automation Use Case
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
Step-by-step video guidance to help you learn how this automation works and how to set it up in your PPM account.
⚠️ IMPORTANT: New Autopilot Automations will not be automatically activated for existing events already in your PPM schedule (even if you set it to ‘auto-activate’). You need to manually activate automations for existing events.
Automatically follow up with clients who haven’t confirmed their booking yet, to help secure the booking, collect the deposit, or clean up your calendar.
This sequence uses 5 automations triggered around the event’s Confirmation Deadline. Each automation includes email and/or SMS reminders, and some include internal alerts to keep you in the loop.
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.