Send automated emails with PPM Autopilot

Step 1: Set up your default Autopilot Settings

• Go to Settings > Autopilot Settings
• Here you'll see, there are two types of Autopilot Automations: Action Automations and Date Automations
  
• Action Automations:  Automations that trigger when your clients perform certain key actions
  • For each Action Automation you can:
    • Turn it On / Off
    • Choose a Standard Text to send as an email when the automation is triggered

• Date Automations: Automations that trigger on a key date in the booking / event timeline
  • For each Date Automation you can:
    • Turn it On / Off
    • Choose a Standard Text to send as an email when the automation is triggered
    • Set the timing criteria for when this automation is triggered (e.g. "7 days before Event Date", "1 day after Event Date" or "1 day after Balance due date")
    • Choose which events the automation applies to, based on Event Status

Step 2: Set the Autopilot Schedule for an event

• You have control over your Autopilot Schedule on an event-by-event basis
• To access the Autopilot Schedule for a given event, open the Event Editor and navigate to the Utilities Section, then click on "Autopilot Schedule"

• In the "Future Automations" section, select all the automated emails you would like to trigger for this particular event

• It's good practice to scan the "Notes" column for any warnings about possible Failures or emails currently scheduled to be skipped.

💡PRO TIP!

When you are first getting started with Autopilot automations... instead of going through your event list or calendar to enable automations for one event at a time. You may find it easier to work from the Global "Future Automations | due to skip or fail" list.  See Step 3 below to learn how to access this list 👇

Step 3: Reviewing your Global Autopilot Schedule

• If you want to see ALL of your scheduled Autopilot emails, go to More > Autopilot Schedule
• Here you can choose between the following views:
  • Future automations | Currently due to trigger
  • Future automations | Currently due to skip or fail
  • Past automations | Triggered
  • Past automations | Skipped or failed