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The Automations feature allows you to create custom workflows that trigger actions based on specific events or conditions within your studio management software. This can include sending emails, SMS messages, or updating customer information automatically. You can set up automations to run only once per customer or based on various triggers like form submissions.

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Articles

How to Create an Automation

Learn how to create automated workflows that trigger actions based on events. Automations help you send emails, SMS messages, assign tags, and perform other actions automatically when customers reg...

FAQ

Automations Frequently Asked Questions

Common questions about creating and managing automation workflows in Zipper. Find answers to questions about automation creation, triggers, actions, execution tracking, and troubleshooting.

Articles

How to Trigger Automations on Form Submissions

Learn how to configure automations to trigger when forms are submitted. This helps you automate follow-up communications and workflows based on form submissions.

Capabilities

Automations Capabilities

Create automated workflows that trigger actions based on events in your business. Automate email sending, SMS messaging, tag assignment, and more when customers register for events, submit forms, p...

Articles

How to Set an Automation to Run Only Once Per Customer

Learn how to configure automations to run only once per customer, preventing duplicate communications and ensuring each customer receives automation actions only once.

FAQ

Customers Frequently Asked Questions

Common questions about managing your customer roster, custom fields, family accounts, notes, tags, and imports in Zipper. Find answers to questions about customer profiles, data collection, family ...

Articles

How to Track Automation Executions

Learn how to view automation execution history to understand when automations ran, which customers received actions, and how automations are performing.

Articles

How to Create an Event

Learn how to create single events or recurring events that customers can register for. Events can be free, paid, or accept multiple payment methods. Follow the 4-step wizard to create events with a...

FAQ

Lead Management Frequently Asked Questions

Common questions about creating and managing sales pipelines and leads in Zipper. Find answers to questions about workflow creation, lead tracking, journey management, and pipeline organization.

FAQ

Events Frequently Asked Questions

Common questions about creating, managing, and configuring events in Zipper. Find answers to questions about event creation, registrations, payments, cancellations, waitlists, and more.

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