How to Create Automations in CoachIQ

Powerful automation features that allow you to streamline your coaching business by sending messages, tagging users, and performing various tasks automatically.

CoachIQ offers powerful automation features that allow you to streamline your coaching business by sending messages, tagging users, and performing various tasks automatically. This step-by-step guide will show you how to create automations in CoachIQ to improve your workflow.

Accessing Automations in CoachIQ

1. Go to Settings in CoachIQ.

2. In the Settings menu, click on Automations.

3. Click the New Automation button located in the top right corner.

How to Set Up Automations in CoachIQ

Step 1: Name Your Automation

• Enter a descriptive name for your automation in CoachIQ, making it easy to identify its purpose.

Step 2: Choose a Trigger for Your Automation

Triggers in CoachIQ are the events that start the automation. Available triggers include:

• New form submission by a user

• New booking made by a user

• New purchase made by a user

• New user registration in the app

For this guide, we will use "New Form" as the trigger.

Step 3: Set Conditions for Your CoachIQ Automation (Optional)

You can refine your automation in CoachIQ by setting conditions. For example, to target a specific form:

• Click Condition Options.

• Select "Label" as the condition.

• Choose "Equal to."

• Enter the exact title of the form to ensure that the automation only triggers for that specific form.

Step 4: Define Actions in CoachIQ

Actions in CoachIQ determine what happens once the trigger is activated. Available actions include:

• Send an announcement

• Send an in-app message

• Send an SMS message

• Add a Credit

• redeem a Credit

In this example:

1. Select "In-app message" as the action.

2. Choose the recipient (the user who submitted the form).

3. Set yourself as the sender.

4. Write your message.

Step 5: Finalize and Activate Your Automation

Click the Create button in the top right corner to finalize and activate your automation in CoachIQ.

Conclusion

You've now successfully created an automation in CoachIQ that will automatically send a message when a user fills out a specific form. Utilizing automations in CoachIQ can help streamline your coaching business, improve client communication, and save you time.