Turn on automations
Send quote follow-ups, overdue reminders, receipts, shipping updates and review requests automatically with ready-made automations.
Automations email and text customers for you when something happens: a request comes in, a quote goes unanswered, an invoice is overdue, a package ships. SKUFlow comes with ready-made ones that work out of the box. Owners and admins turn them on.
Turn one on
Go to Engage → Automations.
Under Ready-made automations, click Turn on next to the one you want.
It's on straight away and shows under Your automations. Its templates are created so you can change the wording.
Engage → Automations with your automations and the ready-made ones
Screenshot coming soon
Use the switch next to an automation to turn it off. Turning a ready-made one on again keeps your edits.
An automation starts emailing and texting your customers the next time it fires. Check its templates first.
Ready-made automations
| Automation | Sends |
|---|---|
| Request received | An email when a customer sends a request. |
| Quote follow-up | An email 3 days after a quote is sent, then a text 4 days later, while the quote is unanswered. Stops when it's approved, declined or converted. |
| Invoice sent: payment link | An email with the pay link when an invoice is sent. |
| Overdue invoice reminders | An email the day after the due date, a text 6 days later and another email a week after that. Stops when it's paid. |
| Payment receipt | An email when a payment is recorded, online or by your team. |
| Order shipped: tracking | An email with the tracking link when a package ships. |
| Review request | A text asking for a review the day after an invoice is paid in full. Needs your Review link. |
| Referral reward thank-you | An email and text to a customer whose referral became a customer. Turned on with your referral program. |
| Win-back (12 months) | A marketing email to customers with no paid invoice in 12 months. Needs Grow or Pro. |
Billing messages go to the customer's billing contact; everything else goes to the primary contact. A reply from the customer stops any follow-ups.
Marketing automations are campaigns, so they need the Grow plan; the list shows On the Grow plan next to them.
Recording a payment with Send the customer a receipt unticked sends no receipt for that payment, even with Payment receipt on.
Check an automation
Click an automation to see What it does, Recent messages, the Scheduled reminders (one per quote or invoice, moved when its date changes and withdrawn when it no longer applies) and the Run log. Edit opens the editor; Delete removes it.