Automations are a convenient way to streamline tasks by automatically sending messages triggered by predefined events. For instance, you can effortlessly schedule a feedback request to be sent to customers once a service has been completed and invoiced, eliminating the need for manual intervention and ensuring timely and relevant communication.

Our predefined automations come preconfigured, requiring minimal setup. You can create multiple automations for the same type of request, each with different predefined triggers. These automations can be applied across multiple locations.

Here are some examples of predefined automations:

Job Closed: This trigger activates when a job or project is marked as completed and closed in the Operations App for a specific customer. Its purpose is to prompt customers to leave a review now that the job is finished. (Requires Operations App)

Work Complete: This trigger activates when a specific task or phase of a project is completed within the Operations App for a specific customer. Its primary goal is to encourage customers to provide feedback on their experience related to the completed task or phase. (Requires Operations App)

Additionally, you can utilize lead category classifications to trigger automated follow-up as customers progress through the lead funnel. This strategy is designed to motivate customers to share their experiences. For example, you can set up an automation that sends appreciation and follow-up messages to individuals who have transitioned from inquiries to becoming new customers, allowing them to explore review platforms and provide valuable feedback.

How do I set up automated requests?

Scorpion simplifies the process of setting up automated requests for our clients with just a few clicks.

1. Access Automation Settings: Navigate to the "Automation" section within the Reputation App settings.
   
    
2. Create New Automation: On the Automations page, click the 'Add Automation' button to create a Feedback Request. This will guide you to input the necessary information for configuring the automation.
   
    
3. Specify Location (if applicable): If your business has multiple locations, enter the desired location. This field will auto-fill if you have only one location set up.
   
    
4. Choose Trigger Event: Select the trigger event by clicking the dropdown button next to 'Trigger.' Pick from the available options in the dropdown menu to specify what will activate the automated follow-up.
   
    
5. Select Contact Method: Indicate the Contact Method through which you want your customers to receive the request.
   
   
   Email & SMS - The request will be sent via both ‘Email’ and 'SMS'
   Email Only - The request will be sent via ‘Email’ only.
   SMS Only - The request will be sent via ‘SMS’ only.
    
6. Set Timing: Determine when to send the automation using the time frame configuration. Choose a delay in terms of hours or days after the trigger event occurs
   
    
7. Activate Automation: Once all required fields are filled in, toggle the switch to 'on' to activate the automation. You can adjust this setting at any time by toggling the automation off if needed.