System-level automations are pre-configured to address common organizational needs, such as sending holiday greetings or birthday messages. These automations are identified by a checked checkbox in the “System Level” column of the automation list view.
Available System-Level Automations
The following table outlines the system-level automations provided:
| Automation Name | Description |
|---|---|
Happy Birthday | Sends a text or email to entities with an active status (where the AppliesActive property is true) on their birthday. |
Happy Independence Day | Sends a text or email on Independence Day. |
Happy Labor Day | Sends a text or email on Labor Day. |
Happy New Year | Sends a text or email on New Year’s Day. |
Happy Thanksgiving | Sends a text or email on Thanksgiving. |
Merry Christmas | Sends a text or email on Christmas Day. |
Managing System-Level Automations
To modify system-level automations, users should follow these steps:
- Navigate to the Automation Setup Page:
- Access the Automation UI via ATM > Utility > Automation Setup in the main menu.
- The landing page displays a list of active automations. To view both active and inactive automations, toggle the Active button to All.
- Activate or Deactivate an Automation:
- Locate the desired automation in the list.
- Click the three-dot menu on the left side of the automation row.
- Select Activate or Deactivate, depending on the automation’s current state (e.g., “Deactivate” appears if active).
- Edit an Automation:
- Click the star icon at the top of the automation row and select Edit.
- A sidebar will appear, offering:
- A checkbox to enable/disable email notifications, with a dropdown to select an email template.
- A checkbox to enable/disable text notifications, with a dropdown to select a text template.
- Users can choose to send only email or text by unchecking the respective option.
- Note: Editing the content of email or text templates is not permitted; users can only select from predefined templates.
- Save Changes:
- Save the configuration to apply the updates.
Differentiating System-Level and User-Created Automations
In the automation list view, automations are distinguished as follows:
- System Level Column: System-level automations have a checked checkbox, while user-created automations have an unchecked checkbox.
- Status Column: Indicates whether an automation is Active or Inactive, applicable to both system-level and user-created automations.