Automations
Overview
The Automations section in the Listings Tool helps operators save time and improve efficiency by automating responses to customer interactions. Automations can be used for tasks such as responding to customer reviews, managing listing updates, and running marketing campaigns.
Currently, operators do not have direct access to create or manage automations. However, Storagely Account Managers can configure automations on behalf of operators upon request. Operators who are interested in utilizing automations should reach out to their designated Storagely Account Manager.
Automation Types
The Automations section consists of three main tabs:
- Recipes
- All Automations
- Post Automations
1. Recipes
- Recipes allow businesses to create rule-based actions triggered by specific conditions.
- Automations can be set up for actions such as:
- Review Responses (automatically responding to positive or negative reviews)
- Profile Management (updating business information across listings)
- Campaign Automation (running promotions based on specific triggers)
- Operators can request automation rules that match their business needs.
Best Practice: Operators should work with their Storagely Account Manager to define their automation needs and ensure rules align with their business goals.
2. All Automations
- This tab provides an overview of all automations running in the account.
- Automations in this section can include:
- Scheduled updates to listings
- Auto-generated customer engagement messages
- Marketing triggers based on customer interactions
- Since operators do not have direct access, they should consult with their Storagely Account Manager to review or modify existing automations.
3. Post Automations
- Post Automations enable operators to schedule Google and Facebook posts based on predefined conditions.
- These automations help keep business pages active and ensure promotional content is shared consistently.
- Operators who wish to set up post scheduling automations should contact their Storagely Account Manager.
Best Practice: Scheduling automated posts can keep your business profiles engaging and up to date without requiring constant manual effort.
Benefits of Automations
✅ Saves Time & Resources: Reduces the need for manual updates and repetitive tasks. ✅ Ensures Consistency: Keeps responses, promotions, and listing information uniform across platforms. ✅ Improves Customer Engagement: Automatically engages with customers through responses and scheduled content. ✅ Enhances Visibility: Ensures listings stay fresh and relevant on search engines and directories.
How to Set Up Automations
Since direct access to Automations is restricted, operators should follow these steps:
- Identify automation needs (e.g., review responses, listing updates, post scheduling).
- Contact their Storagely Account Manager for assistance.
- Work with the account manager to review and confirm automation rules.
- Monitor results and adjust automation settings as needed.
Reminder: Automations can be a powerful tool to streamline business operations. If operators are unsure about the best way to use automations, they should consult with their Storagely Account Manager to get personalized recommendations.
As always, if you have any questions during this process, our Customer Success Team is here to help. The best way to reach us is by submitting a support ticket.