📢 Game-Changer Alert: Automate Workflows with Tag-Based Triggers! 🚀

Managing customer engagement and streamlining internal workflows just got smarter! You can now dynamically trigger automation rules when a custom tag is added to a lead, work request, or contact—allowing you to send targeted emails or texts, notify the right team members, or automate workflows instantly.

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🔹 Why This Matters

Tag-based automation allows you to:

✅ Enhance customer experience – Instantly send VIP welcome texts, follow-up reminders, or estimate confirmations.
✅ Streamline operations – Notify the right teams based on job type, location, or urgency.
✅ Save time – Automate internal workflows without manual intervention.

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🔄 How It Works (👀)

1️⃣ Create a Text or Email Template

📍 Go to Settings > Conversations > Templates and create your text or email template.

2️⃣ Set Up an Automation Rule

📍 Go to Settings > Automations, then create a New Automation Rule and follow these steps:

✅ Choose Rule Type: Select Text Rule or Email Rule (based on the template you created in Step 1).

✅ Set the Audience: Choose Customer as the recipient.

✅ Assign the Sender:

• Work Request Owner (for work request-related triggers)
• Contact Owner (for contact-related triggers)
• Specific User (for lead-related triggers)

✅ Select the Template: Pick the email or text template you created in Step 1.

✅ Set the Trigger: Choose "Tag Applied to Work Request" as the trigger.

✅ Apply a Tag: Select the specific tag that will activate this automation.

✅ Add a Delay: Choose Immediate or schedule for a Future Date.

✅ Save the Rule! 🎉

This helps you automate timely customer communication, prioritize hot leads, and notify the right team members instantly. 🚀

3️⃣ Test & Verify

• Create a Test Work Request and add the VIP tag.

• Check the Activity Log—you should immediately see a record of the automated message sent with the correct customer details.

• Check Automations under Settings, and see the Occurrences count increase (from 0 to 1).

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📌 Real-World Use Cases for Tag-Based Automation Rules

🚀 Engage & Convert Leads Faster

📌 Instant Notifications for Urgent Leads

✅ When a "High Urgency" tag is applied, trigger an immediate email or text to the assigned sales rep.

💬 Example: "A high-priority lead just came in! Reach out ASAP to maximize your chances of closing the deal."

📌 Send a Promo When a "Hot Lead" Tag Is Applied

✅ Automatically send a special discount offer or an urgency-based CTA when a lead is highly interested.
💬 Example: "John, thanks for considering us! As a VIP lead, we're offering a limited-time discount if you book today. Call us now!" 🚚

📌 Personalized Follow-Ups for High-Value Customers

✅ Apply a "High-Value" tag to trigger an email from the owner or manager for a personal touch.
💬 Example: "Hi Sarah, I wanted to personally thank you for considering us! Let me know if you have any questions—happy to assist!"

📌 Auto Follow-Up for Dormant Leads

✅ Automatically trigger follow-ups with old leads. This helps revive potential customers who went cold and keeps your pipeline active.
💬 Example: "Hi [First Name], we noticed you inquired about a move some time ago. Are you still looking for moving services? We'd love to help! Reply to this message or call us to discuss your options." 📦📞

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⚡ Streamline Sales & Job Handling

📌 Exclusive Perks for VIP Customers

✅ Automatically send a priority service message when a "VIP" tag is added.
💬 Example: "As a VIP, you get a dedicated consultant, priority scheduling, and exclusive discounts! Let us know how we can help." 🚀

📌 Follow Up on Jobs That Haven’t Been Scheduled

✅ If a work request remains in Lead Qualified status for too long, applying the "Not Scheduled" tag can trigger a reminder email to the sales team.
💬 Example: "This lead has been inactive for 10+ days. Follow up to see if they still need moving services."

📌 Route Corporate & Military Moves to Specialized Teams

✅ Applying a "Corporate Move" or "Military Move" tag can automatically assign these leads to specialized teams.
💬 Example: "Corporate move detected! Assigning to our Business Relocation team for a tailored proposal."

📌 Targeted Upsells for Storage or Additional Services
✅ If a customer has a long-distance move or needs storage, apply a "Storage Opportunity" tag to send a personalized upsell message.
💬 Example: "Need extra time before moving into your new home? We offer short-term & long-term storage options—let us know if you’d like more details!"

📌 Trigger Internal Alerts for Large or VIP Moves
✅ Applying a "VIP Move" or "Large Move" tag can automatically notify the operations team for special handling.
💬 Example: "Heads up! A VIP move has been scheduled. Ensure premium service is assigned."

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🛠️ Optimize Internal Operations & Dispatching

📌 Auto-Notify Dispatch When a Move Is Booked

✅ When the "Move Booked" tag is applied, an automated internal email or text message notifies the Dispatch Team.
💬 Example: "A new move has been booked for [MoveDate]. Please assign a crew and truck!"

📌 Escalate Special Jobs to Management

✅ Applying a "High-Priority" or "Manager Review" tag automatically notifies a manager when a move requires special approval.
💬 Example: "This job exceeds our usual estimate threshold. Please review & approve."

📌 Remind Crew About Special Handling Instructions

✅ If a work request includes pianos, antiques, or fragile items, applying the "Special Handling" tag triggers a crew reminder before the move date.
💬 Example: "Reminder: This job includes delicate items. Please bring necessary tools & supplies."

📌 Notify Accounting When a Payment Is Pending

✅ A "Payment Pending" tag can trigger an internal notification to the accounting team.
💬 Example: "Payment is pending for WR#12345. Please follow up before move day."

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⭐ Post-Move & Customer Retention Automation Rules

📌 Automate Post-Move Review Requests

✅ After a move is completed, apply a "Review Request" tag to automatically send a follow-up email or text asking for feedback.
💬 Example: "Thanks for trusting us with your move, [First Name]! We’d love your feedback—please take a moment to leave us a review." ⭐⭐⭐⭐⭐

📌 Segment Review-Based Follow-Ups

✅ If a "Review Received" tag is applied, send different automated messages based on the star rating:

⭐ 4 Stars & Above: Send a thank you message and offer a discount voucher for referrals or their next move.
💬 Example: "Thanks for the great review, [First Name]! As a token of our appreciation, here’s a special discount for your next move or a referral!" 🎉

⭐ Less Than 4 Stars: Send a personalized message offering to address their grievance before they post a negative review.
💬 Example: "Hi [First Name], we truly value your feedback. We’d love the opportunity to make things right—please let us know how we can improve your experience."

📌 Referral Incentives for Past Customers

✅ Apply a "Past Customer" tag to automatically send a referral offer for their friends & family.
💬 Example: "Loved your move with us? Refer a friend and get $50 off your next move!"

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Effortlessly enhance customer engagement, streamline team notifications, and automate internal workflows—just apply a tag to a Work Request and let automation do the rest! ⚡📩

👉 [ Try It Now! ]

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