Customizing Automated Messages in a Sequence

At MyTime, you have the flexibility to create additional messages that are unique from the original automated message templates. You can easily rearrange messages in the sequence using drag-and-drop, as well as edit or delete them whenever you wish. This flexibility helps you personalize your communication, boost client engagement, and deliver timely, relevant messages throughout the customer experience.

Things to know:

• The ability to customize, rearrange, edit, and delete automated messages in a sequence is controlled by a hidden setting that must be enabled by the MyTime team, along with the "Accessing Automated Messages" access control setting.
• These customization options are available only for the following automated message templates:
• Post-Appointment Messages
• Pre-Appointment Messages for Booked Appointments
• Class Confirmations
• Appointment Confirmations
• Expiration Reminder
• Package Upcoming Expiration Reminder
• Rearranging messages only changes their display order. It does not affect the scheduled send time of each message.
• You can delete a notification either directly from the automated message template or from the list of notifications within the sequence.
  

Contents

• Customizing New Automated Messages in a Sequence
• Rearranging Automated Messages in a Sequence
• Deleting Automated Messages in a Sequence

Customizing New Automated Messages in a Sequence

Once the hidden setting has been enabled, you can add customized messages to any supported sequence.

1. Go to Marketing > Automated Messages
2. Locate the template you want to update
3. Click the arrow next to the template name to expand the list of notifications
4. Click + Add Instance
5. Customize the new message template. Learn more here
6. Click Save to apply your changes

Rearranging Automated Messages in a Sequence

You can change the display order of messages within a sequence using drag-and-drop.

1. Go to Marketing > Automated Messages
2. Find the template you want to update
3. Expand the sequence by clicking the arrow next to the template name
4. Click and hold the drag handle next to the message
5. Drag the message to the desired position

Note: Rearranging messages does not change their scheduled timing.

Deleting Automated Messages in a Sequence

You can remove any custom or existing message from the sequence.

1. Go to Marketing > Automated Messages
2. Locate the desired template
3. Expand the sequence by clicking the arrow next to the template name
4. Click "Delete" on the message you want to remove

Related Articles:

Configure Pre-Appointment/Pre-Class Reminder Notifications

Post-Appointment Messages

Automated Drip Campaign For Rebooking Reminders

Configure Appointment Review Notification

Configure Expiration Reminder Notifications

Configure Package Expiration Reminder Notifications

Configure Package Notifications