Automations: let Osvio prepare and remind
- Pro plan
Automations watch what happens with your galleries and conversations, and prepare messages or reminders for you. They never contact a client on their own: nothing is sent unless you send it yourself. Automations are part of the Pro plan.
The rules¶
Open Settings → Automations. Each rule can be switched on or off:
| Rule | What it does |
|---|---|
| Message when a gallery is ready | When a gallery is linked to a client and all its photos are processed, Osvio prepares a message with the link. |
| Gallery not opened | Reminds you to follow up when a gallery you shared hasn't been opened. Set how long to wait with Remind me after. |
| Message before a gallery expires | Prepares a reminder for the client when their gallery is about to expire. |
| Unanswered messages | Reminds you to reply when a client's message has gone without an answer. |
| Quiet clients | Reminds you to get back in touch with a client who hasn't been in touch for a long time. Set the time with Quiet for. |
What you get¶
- Prepared messages appear on the client's page and in the Inbox. See Use prepared messages.
- Reminders and follow-ups appear with your other reminders. See Timeline, notes and reminders.
Recent activity¶
Recent activity lists what your automations did lately and is kept for 90 days. Each entry says what happened, for example "Prepared a message" or "Created a reminder", or why it was skipped: the client already opened the gallery, you'd already replied, the rule was switched off, and so on.
Notifications¶
Choose how you hear about automations under Prepared messages in your profile's Account tab. See Account & settings.