Popular Automations

Email & Text Communication Automations

Note

📌 Note: You must have completed the Text Registration Process to publish automations with the Send Text action.

Tip

🔍 Tip: Click the links to learn more about syncing your Email or Connecting Email Domain.

Send Welcome Email When a Contact Status moves from Pending to Active

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Triggers

   1. From the Triggers list, select:

      1. Contact Status Changed-From the Status drop down, select Active (under client).

   2. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Send Email
   2. Complete the Send Email pop-up
   3. Click Save

Send Happy Birthday Email and/or Text

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Triggers

   1. From the Triggers list, select:

      1. Contact Category Changed- From the Category drop down, select Client.
      2. Contact Status Changed- From the Status drop down, select Active.
      3. Birthday- From the Birthday drop down select On Day Of

   2. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Send Email
   2. Complete the Send Email pop-up
   3. Click Save

Send Follow up Email and/or Text to Seminar Attendees

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Triggers

   1. From the Triggers list, select:

   2. Event Attendance Status-from the Event Attendance Status drop down, select Attended.

      Other options include:

      1. Pending if you want to send reminder and confirmation
      2. No Show if you want to follow-up with guests who registered but did not attend.

   3. Event Attendance Date-Select Day of or x Days before for a reminder, x days after for followup.

   4. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Send Email and/or Send Text
   2. Complete the Send Email and/or Send Text pop-up
   3. Click Save

Business Management Automations

Create Reminders for Follow-Ups and Renewals

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Actions

   1. From the Triggers list, select:

      1. Products Added From Institution- Select desired Institution

      2. Product Issued Date-Select desired criteria

         Please Note: Carriers may have different windows for policy annual reviews and/or renewals. We recommend creating unique automations for each carrier.

   2. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Send Email and/or Send Text
   2. Complete the Send Email and/or Send Text pop-up
   3. Click Save

Create Tasks for when a Product changes Status

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Actions

   1. From the Triggers list, select:

      1. Product Status Indicator Added or Changed- Select Expired, Lost, and/or Closed

   2. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Add Task
   2. Complete the Add Task pop-up (Be sure to assign an individual user or Group.)
   3. Click Save

Appointment Automations

Send Appointment Reminder/Confirmation Emails and/or Texts

1. Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.

2. Complete Step 1: Setup

   1. Name:
   2. Description (optional)
   3. Click Next

3. Complete Step 2: Triggers

   1. From the Triggers list, select:

      1. Appointment Status Added or Changed- select Pending to send confirmation, or select Confirmed to send reminder.
      2. Appointment Date- select 1 day before or Day of for Reminder

   2. Click Next.

4. Complete Step 3: Actions

   1. Click the +Add Action button and select Send Email and/or Send Text
   2. Complete the Send Email and/or Send Text pop-up
   3. Click Save

Creating a 7-Day Appointment Reminder Automation

Learn how to create a date-based automation that sends your contact(s) an appointment reminder 7 days before their scheduled appointment, helping reduce no-shows and keep your calendar on track.

Tip

🔍 Tip: Want to refine who receives this reminder (e.g., clients only or specific appointment types)? Review our Conditions article for a full breakdown of filtering options.

🔗 Automation FAQs

Post Seminar Appointment Automation

Let’s say you’ve just hosted a seminar, and an attendee books an appointment afterward. We want Swivel to automatically follow up with a confirmation text and email.

Annual Review Automation - Carrier Specific