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How to edit reminder templates

Edit instructions, timing, and variables in an automation before saving changes that will create follow-ups for the team.

Updated

For: Owner, Admin

1. Open the automation

  1. Go to Settings > Automations.
  2. Open the rule you want to review.
  3. The editor shows condition, steps, instructions, and variables.
Automations list before opening a rule

2. Edit instructions and timing

  1. Review the name and trigger.
  2. Adjust days, time, and follow-up type if your team process changed.
  3. Edit Instructions for the team with clear text for the call, email, or task.
Reminder template editor

3. Use visible variables

  1. Use buttons such as Customer name, Quote #, Quote total, or Quote link to insert document details.
  2. Keep the message understandable even if a variable is empty.
  3. Save only when you are sure the team should use the new template.

States you may see

Active

The automation can create follow-ups.

Next step: Review instructions before saving changes.

Call

The step creates a call follow-up.

Next step: Make sure instructions help the team.

Auto-complete

IMPULSO can close pending follow-ups when the event resolves.

Next step: Keep it on when you want to avoid old pending items.