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  1. Click plus button to open the Automated Action form.
  2. Select Send the end user a link to track ticket progress from the Available Options dropdown.
  3. Fill in the Adjust the Automated Action fields.
  4. Name your Automated Action.
  5. Select a project for which this Automated Action should apply.
  6. Click Save.
  1. Click the plus button to open the Automated Action form.
  2. Select Send the end user an email about the appointment time and date from the Available Options dropdown.
  3. Fill in the Adjust the Automated Action fields.
  4. Name your Automated Action.
  5. Select a project for which this Automated Action should apply.
  6. Click Save.
  1. Click the plus button to open the Automated Action form.
  2. Select Send the end user an email about the appointment cancellation from the Available Options dropdown.
  3. Fill in the Adjust the Automated Action fields.
  4. Name your Automated Action.
  5. Select a project for which this Automated Action should apply.
  6. Click Save.
  1. Click the plus button to open the Automated Action form.
  2. Select Send the end user an SMS about the appointment time and date from the Available Options dropdown.
  3. Fill in the Adjust the Automated Action fields.
  4. Name your Automated Action.
  5. Select a project for which this Automated Action should apply.
  6. Click Save.
  1. Click the plus button to open the Automated Action form.
  2. Select Send the end user an SMS about the appointment cancellation from the Available Options dropdown.
  3. Fill in the Adjust the Automated Action fields.
  4. Name your Automated Action.
  5. Select a project for which this Automated Action should apply.
  6. Click Save.

After you added your pre-configured Automated Action, you can fine-tune what text input is sent to the customer. Simply click on the pencil icon to change text and aliases. 

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