What Automated Messaging Does
Automated messaging sends an email, a text message, or both to the person who submitted a lead whenever that lead enters a specific stage in your workflow.
The most common use case is a simple confirmation message when a new inquiry is submitted: "Thanks for reaching out — our team will be in touch soon." But you can set up messages for any stage, giving prospects visibility into where things stand as you work their request.
Where to Configure It
Navigate to Forms in the left-hand panel, then select the form you want to configure (for example, Tournaments & Outings or Group Golf). From there click 'Settings' in the top right hand part of the page.
Now change from looking at 'general' details to the 'Messaging' tab. This is where you'll see your different statuses and the messages that go along with them.
Messaging settings are configured per form, so you can have different messages for your Group Golf inquiries than for your Tournaments & Outings inquiries.
Setting Up Your First Message
For most properties, the highest-value message to configure first is the one that fires when a lead enters the Open stage — in other words, the instant someone submits your form.
To set it up:
Find the Open status in the messaging settings
Toggle the message on
Write your message content
Here's an example of what that message might look like:
Subject: Thank you for your inquiry
Thanks for reaching out to [Your Property Name]! We've received your request and a member of our team will be in touch shortly to discuss the details. We look forward to working with you.
Keep it brief, warm, and focused on setting expectations. The goal is to let them know their submission was received and give them a sense of what happens next.
Adding Messages for Other Stages
You're not limited to just the initial acknowledgment. You can configure messages for any stage in your workflow. Some common examples:
In Progress — "Great news — we're putting together the details for your event. You'll hear from us soon with a proposal."
Booked — "Your event has been confirmed! We'll be in touch with all the details leading up to your date."
That said, most properties start with just the Open message and add others as they see the need. There's no requirement to have a message for every stage.
Tips for Writing Effective Messages
Keep it short. These are automated messages, not essays. A sentence or two is usually enough.
Set expectations. Let them know what happens next and roughly when they can expect to hear from someone.
Match your property's tone. If your brand voice is warm and casual, your automated messages should be too. If it's more formal, lean that direction. Consistency matters.
Don't over-automate. One or two well-crafted messages at key moments are more effective than a notification at every stage. You want prospects to feel informed, not overwhelmed.
Still need help? Your Noteefy Customer Success Manager has your back. Or email us at [email protected].