Setting up and managing auto-messages
Setting up and managing your auto-messages is easy.
Viewing auto-messages
You can see which auto-messages are set up – and set up new auto-messages – by visiting Settings > Auto-messages
You'll see a list of all the auto-messages that you can send in YourTradebase.
If an auto-message has been set up, you'll see it what's being sent and when.
Setting up new auto-messages
Find the auto-message you'd like to set, then select the Set up button.
You'll see which event and conditions will trigger the auto-message:
Choose how many days after the event you'd like the auto-message to send, and the time of day, then choose which email template you'd like to send.
When you're ready, select Set up this auto-message and you're all set.
If you'd like more auto-messages to send for the same event, just select Add another auto-message.
Now, whenever that event is triggered, your auto-message will be scheduled to send 👍
Editing auto-messages
Making changes to your auto-messages is easy:
- Visit Settings > Auto-messages
- Find the auto-message you want to edit
- Select Edit from the top-right
- Make your changes and select Save changes
And that's it! Your changes will take effect from
Deleting auto-messages
Deleting an auto-message turns it off and stops all related auto-messages that are scheduled from sending.
- Visit Settings > Auto-messages
- Find the auto-message you want to delete
- Select Edit from the top-right
- Select Delete from the bottom-right and confirm you'd like to delete it.
Once deleted, the auto-message will no longer schedule further auto-messages to send – and any auto-messages already scheduled will no longer be sent.