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.
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.
Rough runtime
3:45
Scenes
7
Lesson
3.4 · Calendar & homeowner messaging
File name
03-04 edit-automation-wording.mp4
Before you record
- Owner account; the presenter's inbox open to show the test email arriving.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: You are the owner.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Edit automation wording, insert details and send yourself a test | /settings?activeTab=automations | Title card, then the first screen of the lesson. | The default messages are fine, but yours should sound like your company. Let us rewrite one and test it. |
| 1 | 0:2038s | Open the editor | /settings?activeTab=automations | In Settings → Automations click "Edit" on "Appointment confirmation". | Click Edit on any rule. You get the email and the text side by side, with buttons to drop in details. |
| 2 | 0:5838s | Rewrite the email | /settings?activeTab=automations | 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. | Write it the way you would say it. Put the cursor where the name goes and click the token; the preview shows what the homeowner will read. |
| 3 | 1:3638s | Rewrite the text message | /settings?activeTab=automations | Edit "Text message" (up to 600 characters). Watch the counter "About N characters (N text messages)". | Texts are short: the counter shows how many segments you are sending. The opt-out line is added for you so you stay compliant. |
| 4 | 2:1438s | Email yourself a test | /settings?activeTab=automations | Click "Email me a test". | Before you save, email yourself a test. It uses exactly what is on screen with sample data, so you see what the homeowner sees. |
| 5 | 2:5238s | Save or go back to the original | /settings?activeTab=automations | Click "Save". If you ever regret your edits, reopen and click "Original wording". | Save, and from now on that is your voice. Original wording is always one click away if you change your mind. |
| 6 | 3:3015s | Recap & next lesson | /settings?activeTab=automations | Hold on the finished result, then the end card. | That completes the calendar module. Next: roof measurements, where the quote numbers come from. |
Narration, in order
0. Intro: Edit automation wording, insert details and send yourself a test
0:00 · 20sTitle card, then the first screen of the lesson.
The default messages are fine, but yours should sound like your company. Let us rewrite one and test it.
1. Open the editor
0:20 · 38sIn Settings → Automations click "Edit" on "Appointment confirmation".
Click Edit on any rule. You get the email and the text side by side, with buttons to drop in details.
Show before cutting: 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".
2. Rewrite the email
0:58 · 38sClick 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.
Write it the way you would say it. Put the cursor where the name goes and click the token; the preview shows what the homeowner will read.
Show before cutting: The token appears as {{CUSTOMER_FIRST_NAME}} in the text and as a sample name in the preview.
3. Rewrite the text message
1:36 · 38sEdit "Text message" (up to 600 characters). Watch the counter "About N characters (N text messages)".
Texts are short: the counter shows how many segments you are sending. The opt-out line is added for you so you stay compliant.
Show before cutting: "Reply STOP to opt out." is added automatically if you remove it. Keep the message short to stay within one text.
4. Email yourself a test
2:14 · 38sClick "Email me a test".
Before you save, email yourself a test. It uses exactly what is on screen with sample data, so you see what the homeowner sees.
Show before cutting: The current on-screen wording is sent to your own address with sample data, without saving.
5. Save or go back to the original
2:52 · 38sClick "Save". If you ever regret your edits, reopen and click "Original wording".
Save, and from now on that is your voice. Original wording is always one click away if you change your mind.
Show before cutting: The row keeps your wording; "Original wording" restores the shipped text.
6. Recap & next lesson
3:30 · 15sHold on the finished result, then the end card.
That completes the calendar module. Next: roof measurements, where the quote numbers come from.
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