Edit automation wording, insert details and send yourself a test

Open an automation, rewrite the email and text, drop in homeowner and appointment details with tokens, preview the result and email yourself a test before saving.

Intermediate 7 minOwner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=automations · Guide last checked 2026-10-03

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Preconditions

You are the owner
Owner account; the presenter's inbox open to show the test email arriving.

Steps

1. Open the editorDo: In Settings → Automations click "Edit" on "Appointment confirmation".Expect: A dialog titled with the rule name. Checkboxes "Send an email" and "Send a text message", a token row "Insert details (click to add where your cursor is)", fields "Email subject", "Email message" and "Text message".Actual:
2. Rewrite the emailDo: Click into "Email subject" (up to 200 characters) and "Email message" (up to 5000). Place the cursor where you want a detail and click a token such as CUSTOMER_FIRST_NAME or APPOINTMENT_DATE. Expand "Preview" to see it rendered.Expect: The token appears as {{CUSTOMER_FIRST_NAME}} in the text and as a sample name in the preview.Actual:
3. Rewrite the text messageDo: Edit "Text message" (up to 600 characters). Watch the counter "About N characters (N text messages)".Expect: "Reply STOP to opt out." is added automatically if you remove it. Keep the message short to stay within one text.Actual:
4. Email yourself a testDo: Click "Email me a test".Expect: The current on-screen wording is sent to your own address with sample data, without saving.Actual:
5. Save or go back to the originalDo: Click "Save". If you ever regret your edits, reopen and click "Original wording".Expect: The row keeps your wording; "Original wording" restores the shipped text.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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