Search

To Search Automated messages click the Search icon on the right hand side of your screen

The Search criteria screen will appear and you will be able to search available automations by Name, Description or Status

Click Search

• Related Articles

• Enable/Disable Forms

  Locate the Form you would like to update via the form list (or utilise the search feature to search for the form) Click the drop down button next to the relevant form Select Enable or Disable from the drop down

• Preview a Template

  Locate the Template you would like to preview via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Preview button

• Duplicate an Existing Template

  Locate the Template you would like to duplicate via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Duplicate button

• Edit an Existing Template

  Locate the Template you would like to update via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Edit button

• Searching Your Contacts

  To make searching your contacts easy, we utilise a Key/Value method of search. This allows for searching not only through the values of contact fields but, you can also search data captured through other modules of the platform including third-party ...