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Idan
Idan
Contributor ⭐️⭐️⭐️
March 3, 2022
Solved

Automated Private Message

  • March 3, 2022
  • 3 replies
  • 133 views

Hey guys! 

I registered to another Insided based community - and a few minutes after registration I got a private message from the community manager. I wonder if it was automated and how to do so. 

 

Thank you! 

    Best answer by tom.shaddock

    Hi @Idan so this automation would be achieved by adding a rank that sends a Private Message to any user who is newly registered. You can add certain actions to the rank that once performed will then trigger other certain actions e.g PMs and automatic new roles.

    There are some helpful pages here that go into a bit more detail about how to setup + configure this functionality:
     

     

    3 replies

    tom.shaddock
    tom.shaddockAnswer
    Gainsight Employee ⭐️⭐️
    March 4, 2022

    Hi @Idan so this automation would be achieved by adding a rank that sends a Private Message to any user who is newly registered. You can add certain actions to the rank that once performed will then trigger other certain actions e.g PMs and automatic new roles.

    There are some helpful pages here that go into a bit more detail about how to setup + configure this functionality:
     

     

      Idan
      IdanAuthor
      Contributor ⭐️⭐️⭐️
      March 7, 2022

      Thank you Tom! 

      Kgastaldo
      Kgastaldo
      Helper ⭐️⭐️⭐️
      March 10, 2022

      We do this with ranks as well! I’ve got ranks tied to custom roles, so when I assign someone the custom role of customer, partner, or employee, they get a welcome message tailored to that role. Works pretty well! 

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