Message templates

Written By Ignacio

Last updated 2 days ago

Every automation in Flyra is a message template: some wording, a trigger, and a switch. Editing the wording is how you stop sounding like software.

They're edited in place on Settings > Automations, inside whichever category the message belongs to.

The Automations page

1. Find the message

Pick the category (Subscription, Job, Estimate, Invoice, Review, Engagement) and each message is listed with a short description of when it fires, for example "Message sent when a subscription is activated".

Every one has its own toggle. Off means it never sends.

An automation with its toggle

2. Edit the wording

Open a message to edit its copy. Templates use merge fields that fill in the details, so the customer's name, the appointment time and your business name come from the record rather than being typed.

Defaults are safe and generic. Rewriting them in your own voice is the single cheapest improvement you can make, because these messages are most of what a customer hears from you between visits.

Writing ones that work

  • Short. Two sentences. People read texts on a phone in a queue.
  • Say who you are. "Sample Shine Window Co here" beats an unexplained number.
  • One action. A reminder confirms a time. A payment message links to payment. Don't combine them.
  • Sound like a person. "See you tomorrow between 9 and 11" reads better than "This is an automated notification regarding your scheduled service appointment".
  • Don't apologise for texting. You're confirming an appointment they booked.

Test before you send

Put your own mobile on a demo customer, run a job through, and read what actually arrives. Merge fields that don't populate are obvious to a customer and invisible in the editor.

Preferences, where notification behaviour is set

Tips and gotchas

  • Messages send from your Flyra number. Claim one first.
  • Merge fields fail silently. Test on a real record.
  • Count the messages per job. Two or three is helpful, five is spam.
  • Texts get read, emails don't. For reminders, prefer SMS.

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