Step 1: Go to Groups, chose the group you want to add the automated workflow step for and then select Automated Workflows from the sub-menu.

Step 2: Click the "Create New Step" button.

Step 3: Name your step and choose the message type. You can send an email, text message or reminder message. Reminder Messages go to a staff member or volunteer to give them information about a guest.

Step 4: Schedule Your Message to send immediately or to send later. CLICK HERE to see how the wait times work.

Did this answer your question?