Watch this 👀**step-by-step guide**
⚙️ Step 1: Log In to the Admin Panel
Go to InstantAutoSite Admin Panel.
Enter your credentials to access your account dashboard
🧩 Step 2: Locate the Slow Day Trigger Template
Once logged in, click Marketing → Templates.
Click on Customers → scroll down until you find Slow Day Trigger.
This is the automation tool used to send marketing messages on slower business days to help increase appointments and shop traffic.
🗓️ Step 3: Set Your Send Schedule
Choose when and how often you want your Slow Day Trigger message to send.
You can select from the following scheduling options:
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One-Time Send: Send the message once on a specific date.
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Monthly Recurrence: Send on the same day each month (e.g., the 1st of every month for 6 months).
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Weekly Recurrence: Send on a chosen weekday (e.g., every Monday for the next 3 weeks).
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Daily Recurrence: Send each day for a defined period.
Once you’ve chosen your schedule:
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Toggle the template ON.
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Click Update to save your schedule settings.
🎯 Step 4: Set Filter Preferences
Scroll down to the Filter Settings section.
These filters help you target the right customers while staying compliant.
Recommended filter settings:
- Customer Type: All
- Customer Type(Your SMS System): Personal
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Marketing Permissions: ON
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Customer’s Last Visit: Within the last 24 months
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Customer Status: Active
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Follow-Up Preferences:
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Phone and Text
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Text Only
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Unknown
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Phone Only
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Upcoming Appointment: Set to No (prevents messages to customers who already have an appointment).
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Visit in Progress: Set to No (avoids messaging customers with vehicles currently in the shop).
💡 Tip: After updating your filters, click Update to save your targeting settings.
💬 Step 5: Customize the Message
Edit the text message to match your shop’s tone and promotion goals.
Example message:
“We’ve got open spots today! Book now and get in for service fast — click below to schedule.”
After entering your message, click Update to save your content.
📱 Step 6: Configure Text Message Settings
To ensure messages send correctly and comply with carrier rules:
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Text Valid Cell Numbers: Toggle ON (required for message delivery).
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Don’t Send If Last Text Received Within: 3 days (prevents duplicate messaging).
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Cap This Template: Limit to 750 text messages (recommended to avoid high-volume carrier flags).
Once configured, click Update again to save these delivery settings.
✅ Step 7: Review and Activate
Double-check your:
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Schedule timing
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Message content
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Filter and text settings
Your Slow Day Drip Automation is now live — ready to help fill your schedule and boost shop traffic on slower business days.