Automations
Setting Up Status Emails
Johann Goree 3 months ago Updated FollowNot yet followed by anyone Status update emails can be set up to send a preset templated email on completion of a phase in a workflow. There is a video walk through and step by step PDF guide available. Let’s ...
Setting Up Automated Emails / Global Auto Reminders
Automated emails are the ability for Client Engager to create and send emails based on email templates at a time and frequency outlined by the user in the settings. There is a recorded video walking you through this process and a step-by-step PDF ...
How to use the Automations
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 ...
Automated Emails, using company or personal email addresses to send
Received a 'placeholder error message' or 'current user' We have an extremely powerful, automated email facility within Engager which saves users thousands of hours in people power, every year. While powerful and efficient, our system is built to to ...