Configure automatic email sending

Automate your emails to save time and ensure your contacts receive communications at the right time.

What are automatic sends

Automatic sends are emails sent automatically when a specific event happens or a condition is met.

Advantages

• Time saving: Configure once, works always
• Consistency: Everyone receives the same information
• Timeliness: Sends at exact moment
• Scalability: Works with 10 or 10,000 contacts

Types of automation

Event-based

Emails sent when something happens:

New appointment created

• Immediate confirmation
• Attendance instructions
• Payment information

Appointment updated

• Change notification
• New date/time
• New professional

Appointment cancelled

• Cancellation confirmation
• Rescheduling options
• Satisfaction survey

Time-based

Emails sent at specific intervals:

Before appointment

• 7 days before: Initial reminder
• 3 days before: Preparation
• 1 day before: Final reminder
• 3 hours before: Urgent reminder

After appointment

• Immediately after: Thank you
• 1 day later: Feedback
• 7 days later: Follow-up
• 30 days later: Return

Configuring an automation

1. Create new automation

In the side menu, go to Automations > Email > New automation.

2. Choose the trigger

Select what will trigger the send:

• Event: When something happens
• Date: At specific date/time
• Behavior: Based on actions

3. Select template

Choose the email template to be sent.

4. Configure timing

Define when to send:

• Immediately: As soon as trigger happens
• With delay: X hours/days later
• Specific time: At next occurrence of HH:mm

5. Activate

If everything is correct, activate the automation.

Need help?

Contact our support at suporte@planeasy.com.br.