Using Automation

The follow-ups that run themselves: welcome series, renewal reminders, birthday touches, and reply handling.

What automation covers

• Lifecycle: welcome messages for new clients, ID-card follow-ups about two weeks after an enrollment becomes effective, birthday and holiday greetings.
• Renewals: reminders driven by policy effective dates, so renewal season starts itself.
• Replies: inbound texts are classified: interest creates follow-up tasks; opt-outs are honored instantly; questions queue for a human.

Turning automations on

Each automation has its own page with an on/off switch, template editing (English and Spanish), and an audit log of exactly what was sent to whom. Start with the welcome series and renewal reminders: they pay for the setup time first.

The safety model

Automations share one suppression layer: do-not-contact flags, opt-outs, quiet hours, daily caps, and velocity limits apply to every send path. You cannot accidentally configure your way around them.

A sensible rollout

1. Week 1: welcome series + ID-card follow-up.
2. Week 2: renewal reminders (verify your policies have effective dates, the import guide covers this).
3. Week 3: birthday/holiday touches and your first campaign.