Automations - Advanced
Birthday & Anniversary Automation Setup Guide
Birthday and anniversary automations allow you to automatically send messages to contacts when a specific date occurs each year. These automations are commonly used for: Birthday greetings Loan anniversaries Client appreciation messages Annual ...
Understanding Automation Enrollment at Activation
When an automation is enabled in Lendware, the system determines whether contacts or transactions should be enrolled based on the automation’s Entry Conditions and enrollment settings. Depending on how the automation is configured, records that ...
Managing Multiple Automations on the Same Contact
In Lendware, contacts and transactions can be enrolled in multiple automations at the same time. While this flexibility allows teams to create powerful workflows, it can also lead to situations where contacts receive too many emails or SMS messages ...
Using Tags and Status Changes to Chain Automations
Automation chaining allows one automation to trigger another by updating a tag, contact status, or field value. This technique helps create a structured workflow where contacts move through different stages automatically. For example: A lead ...
How to Test an Automation Before Going Live
Testing an automation before activating it helps ensure that emails send correctly, conditions behave as expected, and contacts move through the workflow properly. Following a simple testing process can help prevent common issues such as automations ...
How to Build a Newsletter Automation
A Newsletter Automation is a one-time, contact-based automation designed to send a single communication or campaign to a group of contacts on a scheduled date and time. Think of it like sending a Real Estate Agent Newsletter to all contacts tagged ...
Using the Webhook Action in Automations
We’ve added a new Webhook action to the Automation engine, allowing workflows to send HTTP requests to external endpoints with customizable payloads, headers, and authentication methods. Using the Webhook Action in Automations What’s a Webhook? Think ...
Allowed Communications Times in Automations
Communicating with contacts with the right messaging at the right time is important. By setting day-of-week and time-of-day communication settings for an automation will ensure you're sending emails and texts at the best times to reach your audience. ...
Workflow: Using Repeat Annually in Automation Entry Conditions
The Repeat Annually setting allows you to build a single automation that can trigger and re-trigger each year based on the anniversary of any date field—whether the date occurred in the past, is happening today, or will happen in the future. Before ...
Copy One or More Automations from an Existing Team
Admins have a couple of powerful ways to build and distribute automations. One of those is through the Team Automation Copy feature—ideal when you need to duplicate one or more automations from a single team to others. We'll be concentrating on the ...
Control Automations for Teams and Groups
Not every automation in Lendware needs to apply to everyone. Sometimes you want a campaign to run for your Sales Team but not for Operations, or you want workflows to be visible only for specific user groups. That’s where Team and Group Controls come ...