How do I create a custom automation?

Tier: Ultimate

Automations are a great way to tailor Frederick's communications to your business' needs. Whether you're targeting new clients with an introductory offer or your most loyal clients with a special promotion, Frederick's got you covered!


Give it a name

The name and description of your automation is only visible to you. It helps to name it something that will help you remember who you're targeting and what you're offering.




Choose your audience

Frederick's lists building tools makes it easy for you to target the segments you want. Simply choose the list(s) you'd like to send to or exclude from your automation and click Save. Automations will automatically send messages to your clients as they meet your criteria.




Need help creating a new Smart List list? Click here for a helpful guide.


Create your content

You can send messages to your clients via email or text. Here you'll be able to decide which channel you'd like to use to reach them. 

Add as many messages to your automation as you'd like with delays in between, creating the perfect drip campaign to keep your clients engaged. A minimum delay of 1 day is required between email or text communications in a single automation to prevent over communication.

Please note that selecting a type of communication will limit you to only using that type of communication for the rest of the series. For instance, selecting text will only allow you to send texts for all subsequent communications in that automation.





Frederick's email builder makes it easy to create emails for your new automation. Choose from a variety of templates and stock images to send the perfect message to your target audience. Click on the preview of an email to edit or click on the "+" icon to add another email to the series.

Need help creating an email? Check out our email creation guide here.





Create a short and sweet text message with enticing offers. Simply select the text option and type the text you'd like to send into the box.



4. Review your automation settings

You've got your audience and your content, now it's time to review your automation settings. The last thing you'll need to decide on is whether or not you'd like to enroll contacts who already meet your criteria. If the box is unchecked, your automation will only send messages to clients that are added after the automation goes live. Once you're done, click Save.




5. Go live!

That's it! All you have to do now is flip the switch to turn on your automation.

Please note that if you need to make any changes to your automation's settings, you'll have to turn off the automation first.



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