Automation Settings

🔁 Automations in Movegistics 5.0

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Why This Matters to Your Business

Automations are game-changers for operational efficiency, customer communication, and sales follow-up. ⚙️ With Email and Text Automation Rules, Movegistics empowers your team to:

• 📬 Send timely confirmations, reminders, and follow-ups without lifting a finger

• 🧠 Trigger responses based on lead status, tag conditions, service types, or job actions

• 📊 Improve response speed, reduce manual errors, and create better customer experiences

Whether it's nurturing a new lead or alerting your dispatch team when a move is booked, Automations eliminate the guesswork and ensure consistent communication at every stage.

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🛍️ How to Access and View Existing Automations

1. Go to Settings > Automations from the left-hand menu.
   
   

2. You’ll see a full list of existing automation rules, including:

   • Rule Name

   • Rule Type (Text Rule or Email Rule)

   • Occurrences (how many times the rule has fired)

   • Template Used

   • Created By & Date

   • Active Toggle (On/Off)

🔍 You can filter automations by Rule Type or use the search bar to locate specific rules.

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🛡️ Creating a New Automation

1. Click the blue plus (+) icon at the top left.
   

2. Enter a Rule Name to easily identify your automation.
   

3. Configure each block in sequence:

1️⃣ Rule Type

• Choose between:

  • Email Rule: Sends an email using a prebuilt template

  • Text Rule: Sends a text message template
    

2️⃣ Audience

Define who the message is going to and from:

• To: Customer, Work Request Owner, Contact Owner

• CC/BCC options available based on the module
  

3️⃣ Template

• Pick from existing Email or Text Templates
  

• Templates must be created first under Settings > Conversations > Templates

4️⃣ Triggers

Choose the event that activates the rule:

• Examples:

  • New Lead from Website

  • Tag Applied to Work Request

  • Estimate Sent

  • Move Booked
    

5️⃣ Filters

Narrow your automation to only fire under specific conditions:

• Company Type: e.g., Government, Military

• Service Type: e.g., Long Distance, International

• Job Type, Stage, Tags, Pipeline, Storage, etc.
  

6️⃣ Delay

• Choose Immediate or schedule the automation for a Future Date/Time

✅ Click Save to finalize your automation. You’ll see a confirmation pop up at the bottom left.

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💡 Tag-Based Automations 

Tag-based automation lets you trigger workflows dynamically when a specific tag is applied to a lead, contact, or work request. You can:

• 🚨 Send a VIP welcome text when a "VIP" tag is added

• ↺ Trigger a review follow-up based on a "Review Received" tag

• 📦 Notify internal staff when a tag like “Special Handling” is applied

• 🏷️ Trigger auto-reminders if a job remains “Not Scheduled”

This lets your automations adapt to real-world needs—no manual steps required!

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🥺 Example: Set Up a Tag-Based Welcome Automation

1. Create a Template

   • Go to Settings > Conversations > Templates

   • Build your welcome message (Email or Text)

2. Create an Automation Rule

   • Go to Settings > Automations

     

   • You’ll see a full list of existing automation rules, including:

     • Rule Name

     • Rule Type (Text Rule or Email Rule)

     • Occurrences (how many times the rule has fired)

     • Template Used

     • Created By & Date

     • Active Toggle (On/Off) 

       • Select Text Rule

       • Audience: To Customer, From: Move Coordinator

       • Template: Welcome VIP Customers

       • Trigger: Tag Applied to Work Request

       • Filter: Tag = VIP

       • Delay: Immediate

3. Test It

   • Apply the “VIP” tag to a test work request

   • Go to Activity Log to confirm the message was sent

   • Check Automations to see the Occurrences count increase

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🎯 Real-World Use Cases

✅ Convert More Leads

• “High Urgency” tag triggers immediate follow-up

• “Hot Lead” triggers a limited-time offer email

✅ Improve Customer Loyalty

• “Birthday” tag sends automated greeting

• “Review Received” triggers thank-you or recovery message

✅ Streamline Internal Workflows

• “Move Booked” sends dispatch assignment alerts

• “Payment Pending” notifies the accounting team

✅ Handle VIP & Complex Jobs with Ease

• “Military Move” routes jobs to specialized teams

• “Special Handling” alerts crew about fragile items

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Need Additional Help?

Our support team is happy to help you build or troubleshoot your automations. Reach out anytime at [e-mail].