Automations in Engager.app are a powerful tool designed to help you manage routine tasks efficiently, allowing you to focus more on strategic activities within your accounting or bookkeeping practice. This guide will walk you through the basics of setting up and using automations, including practical examples and best practices to ensure you get the most out of this feature.

What Are Automations?

Automations are predefined tasks that Engager.app can execute on your behalf, reducing the need for manual intervention. These can range from sending routine emails to updating clients on their project status. By leveraging automations, you can ensure consistent communication, meet deadlines, and free up time for other important tasks.

Getting Started with Automations

Watch the Webinar: Setting Up Automations

For a complete, step-by-step visual walkthrough on setting up automations in Engager.app, watch the webinar below. This video will guide you through the entire process, from creating your first automation to advanced customisations.

Step 1: Accessing Automations

1. Navigate to the Settings section within Engager.app.
2. Select the service you want to automate (e.g., "year-end accounts," "self-assessment tax returns").

Step 2: Setting Up an Automation

1. Find the 'Global Auto Reminders' header and select 'Setup' for the relevant service.
2. Define the key parameters:
   • Trigger: Specify when the automation should run (e.g., nine months before a statutory deadline).
   • Action: Determine what the automation will do and when it will be performed.
   • Recipient: Choose whether to send emails to all client contacts or just the primary contact.

Step 3: Choosing and Creating Email Templates

1. Before setting up an automation, ensure you have created the relevant email template.
2. Navigate to Settings > Communication Message Templates to create or edit your templates.
3. Use placeholders within your templates to personalise the content automatically.

Step 4: Testing and Refining

1. Initially, set automations to queue emails for manual review.
2. After reviewing and confirming the accuracy, you can enable full automation.