In this article, you will learn how to create Workiz Automation rules to help you win more leads.

With Workiz Automations, you can easily create a rule to automatically follow up with clients who haven’t made a decision on the potential job.

How to create an automation rule for leads

  1. From the navigation bar, select Settings > Settings

  2. Under General settings, select Automation Center

  3. Select Add automation

  4. Customize your automation rule:

    1. Rule title: Enter a name for the automation rule you are creating (e.g., Lead follow-up)

    2. This happens: Choose lead

    3. Occurred: Choose the lead status that should trigger this automation rule

      Tip: Lead statuses are completely customizable. Consider creating a status for follow-ups.

    4. Someone: Choose client

    5. Reminder: Choose the type of notification that you want to send for this automation rule

      1. Customize the message as desired and select Save and close

    6. Within a defined time: Choose when this notification should be sent

      IMPORTANT: The only way to trigger an automation rule for an unscheduled lead is to select immediately. This will ensure the rule is triggered by a change to the lead status or lead tag.

      Assigning a specific time (e.g., 1 day after) to a lead-based automation rule will only allow the rule to be triggered once it has been scheduled.

    7. Field: Choose when this notification should be sent

    8. (Optional) Add condition: Create a condition to define the exact scenario requirements that should be applied to this automation rule (e.g., only if source = Google, only if client tag ≠ loyal customer, etc.)

    9. Business hours: Determine whether you want the notifications for this automation rule to only be sent between 9 a.m.–5 p.m. and check the box accordingly

      IMPORTANT: This setting is NOT related to your company’s business hours in Workiz. Checking this box will ensure messages from an automation rule are sent no earlier than 9 a.m. and no later than 5 p.m. as a courtesy to your customers.

    10. Select Add automation

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