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Understanding the Automations Page

Learn how to view, edit, and monitor automated workflows in GlassHouse. Subtitle: Manage automatic follow-ups for Warm and Hot leads directly from your Automations tab.

💡 What It Is

The Automations Page is where you manage your automatic follow-up workflows.
These automations send text messages, emails, or webhooks the moment a lead becomes Warm or Hot, helping you stay consistent and respond instantly — even when you’re not logged in.

🎯 Why You Want to Use It

Automations allow you to:

  • Keep every lead engaged without manual follow-ups.

  • Ensure warm and hot leads get timely communication.

  • Track performance across all automated actions.

  • Save time while maintaining consistent outreach and brand voice.

💡 Pro Tip: Once Automations are turned on, they run continuously until paused — no need to manually restart them after each campaign.

⚙️ Page Overview

When you open the Automations tab from the left-hand menu, you’ll see your two primary automation types:

Automation Type Purpose
Warm Leads Automation Sends emails, texts, or webhooks when a lead becomes Warm (usually after a reply or minor engagement).
Hot Leads Automation Sends messages automatically when a lead becomes Hot (such as positive responses or link clicks).

Each automation block shows key details to help you track activity at a glance:

Field Description
Automation Start Date The date this automation was first activated.
Number of Leads Total Warm or Hot leads currently being tracked by that automation.
Last Run The last time the automation triggered.
SMS Sent / Emails Sent Counts of messages sent automatically.
Webhooks Sent Any connected system actions (for advanced users).
SMS Scheduled Messages queued for upcoming delivery.
GlassHouse Automations 
 

💡 Pro Tip:
If the toggle next to an automation is blue, it’s active.
Switch it off anytime to pause sends temporarily — all settings will be saved for when you toggle it back on.

✏️ Editing Automations

To adjust message timing, templates, or actions, click Edit on the right-hand side of either automation.
From there you can:

  • Edit Outcome (Send a text, Send an email ,or Send a webhook)
  • Review or replace the templates used.

  • Adjust the message delay (send instantly or after a set time).

  • Add or remove message types (SMS, Email, Webhook).

Edit Automations

⚠️ Important:
Be sure to review both Warm and Hot automations separately — each has its own triggers, templates, and schedules.

🙋‍♀️ FAQs

Question Answer
Do I need to activate both Warm and Hot automations? You can, but it’s optional. Some users start with just Warm Leads automation first.
Can I edit my messages without turning the automation off? Yes, but best practice is to pause first, edit, then turn it back on.
Will this send messages to my entire list? No — automations only send to leads that newly become Warm or Hot.
Can I see message results? Yes — message activity and engagement show in your Metrics tab.
What if my automations stop running? Check the toggle (should be blue) and verify that your templates are still marked as “Allow for Automations.”

🧠 Pro Tips

  • Keep automations active for always-on lead nurturing.

  • Review results weekly to ensure messages are still performing.

  • Pair Automations with the Sales Board to manage Warm/Hot replies manually.

  • Update templates monthly to keep messaging fresh and relevant.