Email automations let you connect with clients and make them feel special with various communications that run in the background.
Client Connect email automations are easy to set up, customize, edit, track, and deactivate as desired.
Set up
From your SalonInteractive menu, click Client Connect and then Auto Email Campaigns. 
When it comes to email automations, the Reorder reminders are a great place to start. You can either click Get started in the banner or Set up in the Reorder reminders tile.
In the slide out, you’ll see the pre-set triggers for the automation. First, the automation checks to see what products a client has purchased, and then, based on the predicted use-up time for that product, it sends a reminder email.
Click Preview email to see how the email will look to your clients.
Toggle between Desktop and Mobile views.
Note that the emails for this automation are unique to each client based on the products they have purchased in the past. We generate it for you so you know your Reorder reminders are accurate. All you have to do is click the Activate button in the preview or the reorder reminder slide out.
Your Reorder reminders are now active. This automation will remain active until you change the status to inactive.
Now that you know how to activate email automation for Reorder reminders, you can apply the same principle to activate any of the other automations using the default template and settings for that automation type.
Editing email automations
With the exception of the Reorder reminders, you can customize a new automation during the setup process or edit it after it’s active.
Editing a new automation
Customize an automation (change templates, email timing, subject line, etc.) during the setup process by following these steps:
From your SalonInteractive menu, click Client Connect and then Auto Email Campaigns. Find the tile for the automation you want to set up and customize. Click Set up.
In the slide out, click Customize email. 
Next, you’ll see the edit view for the current template. To choose another template, click Choose a template.
Locate a template you’d like to use and click Select.
A pop-up will ask if you want to change the template. Click Change template.
Next, you’ll see the new template where you can make edits. Edit the subject line as desired.
Click Advanced options to change the timing of your automation or edit the sender's name.
For best practices to help ensure the best possible success for your email automations, click the Want some email tips? link.
Read through the suggestions in the slide out and click Close when done.
You can also take a break from creating your automation at any time. Click the Save and exit button and pick up where you left off later.
If desired, you can edit the email layout, adding text, images, and buttons.
How do I use the email editor?
When done with your edits, scroll down and click Next.
Preview your email for both Desktop and Mobile and send a test.
When you’re happy with how your email automation looks, click Activate.
This automation will remain active until you change the status to inactive.
Editing an active automation
Except for the Reorder reminders, you can edit automations by changing the timing and/or personalizing the email to your brand.
From your SalonInteractive menu, go to Client Connect and then Auto Email Campaigns. Locate the tile for the automation you want to edit and click the three dots on the lower left side. 
Click Edit automation.
A pop-up will ask if you want to edit this automation. If you do, click Edit. Your automation will deactivate while you make edits.
Next, you’ll see the edit view for the current template. To choose another template, click Choose a template.
Locate a template you’d like to use and click Select.
A pop-up will ask if you want to change the template. Click Change template.
Next, you’ll see the new template where you can make edits. Edit the subject line as desired.
Click Advanced options to change the timing of your automation or edit the sender's name.
For best practices to help ensure the best possible success for your email automations, click the Want some email tips? link.
Read through the suggestions in the slide out and click Close when done.
You can also take a break from creating your automation at any time. Click the Save and exit button and pick up where you left off later.
If desired, you can edit the email layout, adding text, images, and buttons.
How do I use the email editor?
When done with your edits, scroll down and click Next.
Preview your email for both Desktop and Mobile and send a test.
When you’re happy with how your email automation looks, click Activate.
This automation will remain active until you change the status to inactive.
Deactivate an email automation
If you want to turn off automation, simply deactivate it.
From your SalonInteractive menu, go to Client Connect and then Auto Email Campaigns. Locate the tile for the automation you want to deactivate and click the three dots on the lower left side.
Click Deactivate.
A pop-up will ask if you want to deactivate this automation, which will stop sending this specific automation to your clients. Click Deactivate.
View Reports
Once email automations start deploying, you can track the progress by clicking the View report button for any automation.
You can filter by the status of an email automation in the first field or enter a client’s email address in the second field. Click Apply filters to see the results.
You will see a list of automations with the client’s name and email address, status of that email, and the send date. If you wish to download the report, click Download these results.
Resources:
How do I use the email editor?
If you need help, our support team is here for you. Give us a call at 312-300-0553 or open a case at support@saloninteractive.com.