Marketli

    MARKETLI

    The app for homeowners

    Automations you start from a contact

    Build an automation your team starts by hand on a contact: emails and texts to that person, waits and tasks for your team. It never runs on its own, so it has no on or off switch.

    A Started from a contact automation is built once and then started by hand on any contact, by anyone on your team who can see them. Use it for the moments a person decides on: a welcome pack after a first meeting, a check-in after a call, a reminder to send documents.

    It needs the CRM in your plan, with your contacts kept in Marketli. Only company owners and admins can build one; anyone on your team can start one.

    Building one

    1. Go to Contacts → Automations and click New automation.
    2. Give it a name your team will recognise in a list, for example Welcome pack.
    3. Pick the trigger Started from a contact, then click Create and add steps.
    4. Add the steps. You can use:
      • Email, sent to the contact from your business's email domain. Pick a template from Contacts → Templates.
      • SMS, sent to the contact from your main number, or another of your numbers if you pick one.
      • Task, for your team on that contact. Give it a title, a due date counted in days and, if you like, a teammate.
      • Wait, for a set time, to space the steps out.
    5. Click Save.

    There is nothing to switch on: it is ready as soon as it has a step. An automation with no steps yet does not appear on your contacts.

    Starting it on a contact

    1. Open the contact.
    2. Click Actions → Run automation, then Start beside the automation. You can also start it from the contact's Automations tab.
    3. Marketli runs the first steps straight away and tells you what happened. If a step was skipped, for example because the contact has no phone number, the message says why.

    Steps before the first Wait go straight away, whatever the time. Steps after a wait go at their time.

    The same automation cannot run twice on one contact at the same time. Once it has finished, or after you stop it, you can start it again, and it sends again. Two contacts who share a phone number each get their own text.

    Who gets the messages

    • A person starts it, so the contact does not need to have agreed to marketing emails. These emails have no unsubscribe link.
    • An email address that unsubscribed from your emails or bounced is always skipped.
    • Anyone who replied STOP to your texts is never texted.
    • If the contact is archived or deleted part way through, the rest stops.
    • Starting one is not recorded in the contact's history.

    The per-contact switches for automatic automations do not apply here: you choose when to start this one.

    Stopping and deleting

    To stop one part way through, click Stop beside it on the contact's Automations tab or its Automations card.

    Deleting an automation stops anything it is still running, on every contact, and deletes its run history: the record of everyone it messaged. Tasks it already added stay.

    Still stuck? Email help@marketli.app.