How to add follow up triggers to an intake form.

Step 1: Click Automations from the menu

Step 2: Select a previously created intake form or create new

Step 3: Click Loops button

Step 4: Click the plus button to add Email or Text message follow ups.

Step 5: Select your message type

Step 6: Set the number of days you would like to wait until your message is sent, when someone completes your intake form.

Step 7: Enter your message details, then click save

Step 8: Your message will now be added

Step 9: Repeat the process, you can add a total of 5 messages