How to set up automatic messages for new leads using Smart rules

Requirements

Smart rules are included in all Wondr licenses. How many triggers a month that can be used for free depends on your package.
Only admins and facility admins have access to create a smart rule unless extra access have been given to the staff role.
Once the rule is activated it does not apply retroactively to leads that were created before the activation.

🛠️ Step by step instructions

Follow these steps to configure the automated message workflow using the Smart rules feature.

Remember to create your communication templates under Settings > Communication beforehand to streamline your setup.

Step 1

Go to Smart rules.
Click the + icon to create a new rule.
Select the trigger Lead created.

Note: Leads can be generated via the "try-it" function in the schedule, or through the marketing hub via a campaign or website button using the "Add to Leads and prospects" feature.

Step 2

Leave the filtering section empty if the message should be sent to all leads.
Add a filter if the message should only go to leads with a certain tag or specific campaign by clicking Add comparison under Filtering and defining your criteria.

Step 3

Click the + icon under Actions and select Communicate.
Choose your preferred channel (email, sms, or a pre-designed template).
Leave the Repeats setting as default.
Ensure the activation box at the top of the page is ticked if you want the rule to start running immediately, then click Create.

🧪 Validation

To validate the rule create a test lead profile through your schedule or Marketing hub and verify that the message arrives in the corresponding inbox or phone.

Last edited: 8/6-2026