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Build an automation campaign

Create a trigger-based email and/or in-app automation, review its content, and manage its lifecycle.

campaigns marketing automation email in-app triggers

An automation campaign sends email, in-app, or both when customer activity matches a trigger, such as a completed job, an unpaid invoice, a quote that was not approved, a promotional-code event, or time since the customer’s last service. On mobile, use the same seven-step wizard to build the trigger, schedule, channel, audience, content, and review details before publishing.

Before you start: sign in with an employer/operator account that can manage marketing. For email automations, have a published marketing template ready. To limit an automation to a saved audience, create a segment first.

1

Open Automation Campaigns

From More, open Marketing, then select Automation Campaigns. The mobile list is titled Auto Campaigns and includes search, usage totals, filters, and the All, Active, Paused, Draft, and Archived status tabs.

The mobile Auto Campaigns list with status tabs and usage totals.
2

Start an automation

Select the + button in the top-right of the Auto Campaigns list. On Campaign Type, choose Automation Campaign, then select Continue. Choosing One Time Campaign starts the single-send campaign flow instead.

Choose Automation Campaign to start the trigger-based wizard.
3

Choose the trigger family

On Select Trigger, choose what starts the automation. Mobile exposes the same trigger families as web: Quote Not Approved, Job Completed, Invoice Unpaid, Promotional Code, and Time Since Last Service.

The mobile trigger cards available for automation campaigns.
Triggers with day-based timing

Quote Not Approved, Invoice Unpaid, and Time Since Last Service ask for how many days after the source event CleanOps should evaluate the automation. The delay belongs to the trigger condition; it is separate from the delivery delay you can add on the schedule step.

A day-based trigger with the days-after field visible.
Promotional-code trigger options

Promotional Code automations ask for a promo code and a sub-event: Activated, First Redeemed, or Approaching Expiry. Use this when the message depends on promo-code lifecycle activity instead of a job, invoice, quote, or last-service date.

Promotional Code trigger options with code and sub-event fields.
4

Select Job Completed

For a post-service follow-up, select Job Completed and continue. This trigger starts from completed jobs and does not need an extra trigger timing field.

Job Completed selected as the automation trigger.
5

Send immediately after the trigger

On Setup Schedule, keep Send Right After Trigger selected when the message should run as soon as the trigger is eligible.

The immediate schedule option selected.
6

Or schedule for later

Choose Schedule for Later (after trigger) when the automation should wait after the trigger. Enter the wait amount and unit, such as 2 Days, then continue. This wait is relative to each trigger event, not the publish date.

A delayed schedule waiting days after the trigger.
Channel branches

On Select Channel, choose Email, In-app, or both. Email uses a marketing template and counts against the monthly email allowance. In-app sends a customer portal notification and only reaches customers with portal access.

The channel step before selecting a channel.
7

Choose the channels

Select the channels you want, then continue. Use Email alone for email-only messaging, In-app alone for portal-only messaging, or select both for the widest reach.

Both Email and In-app selected on mobile.
8

Use all eligible contacts

On Select Audience, keep All eligible contacts when the trigger itself should decide who qualifies. The preview explains that automation recipients are calculated dynamically when each trigger fires.

All eligible contacts selected for trigger-driven audience resolution.
9

Or filter by segment

Choose Filter by segment when a broad trigger should only reach contacts who are also in a saved segment. Continue only after the segment picker has a selected segment.

Filter by segment selected with the segment picker field.
10

Pick a saved segment

Open Pick a segment, choose the segment, then return to the audience step. The selected segment narrows the trigger-qualified audience at send time.

The segment picker with available saved segments.
11

Set up email content

On Setup Content, set up the message for each channel you selected. If email is selected, choose or keep the email template, then review the Subject, Header, Body Text, button settings, and preview before continuing.

Email setup with template, subject, body fields, toggles, and preview.
Set up in-app content

When In-app is selected, the same content step includes the in-app notification title and body below the email fields. Edit both channels so the automation has matching customer-facing copy.

The content step includes both email and in-app setup when both channels are selected.
12

Review campaign details

On Review & Send, give the campaign a clear Campaign Name, then check the automation type, trigger, audience, selected channels, and schedule. Use the summary to confirm the mobile wizard saved each prior step before publishing.

Review & Send with trigger, audience, channel, and delayed schedule details.
13

Publish the automation

Select Publish Campaign. Publishing makes the automation Active for future matching trigger events; it does not send a one-time blast to the full audience.

The published automation detail page with Active status.
Active automation actions

On an active automation, open the overflow menu. Mobile actions include Edit, Pause, Duplicate, Disable, and Archive. Use Pause when you may resume later; use Duplicate to make a copy you can adjust.

Actions available while the automation is Active.
Runs tab

Open Runs to inspect individual automation runs after triggers fire. A newly published automation shows an empty runs table until a future trigger creates rows.

The Runs tab before any trigger events have fired.
14

Pause an automation

Select Pause from the active actions menu, then confirm Pause. The confirmation explains that new trigger fires are skipped while paused, while any already queued legacy follow-up work can continue.

The mobile pause confirmation dialog.
Paused state

After confirming, the detail page shows Paused but keeps the automation overview, channels, trigger, metrics, chart, and runs access. Pausing stops future trigger handling without deleting history.

Paused automation detail with metrics preserved.
Paused actions

A paused automation’s overflow menu changes to Edit, Resume, Duplicate, Disable, and Archive. Choose Resume when future trigger events should start creating runs again.

Actions available while the automation is Paused.
15

Archive an automation

Select Archive from the actions menu, then confirm Archive. Archived automations are hidden from active work lists, but historical runs remain available for review.

The mobile archive confirmation dialog.
Review archived automations

Use the Archived tab on the list to find archived automations later. Mobile keeps the automation name, archived status, trigger, date created, recipients, open rate, and click rate on the row.

The Archived tab with the automation listed as Archived.
Your automation is ready

Your automation is active once published and waits for future matching trigger events. From mobile you can review results, inspect runs, pause or resume it, duplicate it, disable it, or archive it when it is no longer in use.
Tips & related
- Publish Campaign turns on future trigger handling; it is not a one-time blast.
- Use a saved segment when a trigger is broad but the message should only reach a specific audience.
- Pair Email with In-app when you need the widest reach; in-app alone only reaches customers with portal access.
- Check the email usage total before publishing email automations.
- Related: send a one-time campaign, create a segment, create a marketing template, and buy an email booster.