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Question

Automations

  • October 4, 2024
  • 2 replies
  • 18 views
The Views at Sunset Ridge

We are trying to setup email automations based on a project date. When we select the action as “send an email” we do not get any options as to when the email should send. The only details on the action settings are what action we want to take place, the email template we want to use & whether to require approval of the step. On all the videos I have watched, there is a more detailed sidebar with when the email should be sent such as a specific time before the project date. Are we doing something wrong here? Is there a step that we’ve missed? 

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2 replies

Emily Gbadamosi
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Hi @The Views at Sunset Ridge I would reach out to HoneyBook help because you should be seeing a more detailed sidebar like this: 
 

 

 

kitzzy
HoneyBook Employee
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  • kitzzyHoneyBook Employee
  • HoneyBook Employee
  • October 29, 2024

Hi @The Views at Sunset Ridge 

Kitzzy here from the Education team. Can you share a screenshot of what your automation looks like? 

It sounds like you may be using the new automations builder. If so, the option to specify when to send the email is in the trigger step vs the email send action. After choosing the trigger of Project start time, you can then choose how much time before or after the project start date to trigger the automation, which in this case is to send an email. See screenshot below. 

Let me know if this helped solve your issue. Thanks!

 

Kitzzy, Product Education Team
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