Do I need to know how to code to use the automation builder?

No. It's a visual, no-code builder — pick a trigger, add steps from a palette, fill in the config panels.

Can automations send both SMS and email?

Yes, a single workflow can mix SMS and email steps, and both count against your plan's respective monthly limits.

What happens if I don't finish setting up a workflow?

Nothing sends. Workflows install and save as paused by default, and activation is blocked if any required field is empty or a branch points at a removed step.

Will automations text clients who've opted out?

No — every automated send checks STOP/opt-out status and quiet hours (9pm–9am local time) before sending, deferring or skipping as appropriate.

Automation Builder

Build retention workflows without writing a single automation by hand, twice

A visual workflow builder for triggers, waits, branches, and actions — built for service businesses, not general marketing.

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Most automation tools ask you to think in terms of generic marketing funnels. MsgHealth's automation builder starts from the events that actually happen in a service business: a booking is made, a client goes quiet, a review comes in, a birthday hits.

Every workflow is a simple top-to-bottom sequence of steps — trigger, then any mix of sends, waits, branches, and tags — with branches shown as indented columns instead of a tangled canvas. Message composers support merge tags like {first_name}, {booking_link}, and {usual_service} so every send feels personal without per-client manual work.

Ten prebuilt recipes (win-back at 45 days inactive, no-show recovery, post-visit review requests, birthday greetings, and more) install in one click as a paused, editable workflow — a starting point, not a black box.

What you get

Triggers: new client, booking created/completed/cancelled/no-show, birthday, days since last visit, churn-risk crossed, inbound keyword, rating received, invoice paid
Actions: send SMS, send email, wait a set duration, wait for a reply with a timeout branch, add a tag, notify the owner, branch on a condition
10 one-click recipe templates, editable after install
Built-in validation blocks activating a workflow with a missing message, empty branch target, or other broken step
A dry-run "Test Run" traces exactly how a workflow would execute for a real client before you turn it on
Every SMS/email send respects your plan's monthly limits, opt-out (STOP) status, and quiet hours automatically

Businesses using automation recipes save an estimated 5+ hours/week on manual follow-up.

How it works

Pick a trigger

Choose what starts the workflow — a booking event, a date, a churn-risk crossing, or an inbound keyword.

Add steps

Drop in sends, waits, branches, and tags from the node palette. Each step has its own config panel.

Test before you trust it

Run a dry-run trace against a real client to see exactly how the workflow would play out.

Activate

Turn it on. New matching clients enroll automatically and you can watch their progress in the Clients view.

Frequently asked questions

Related features

Retention Autopilot

AI drafts personalized win-back messages for at-risk clients every week — you approve, edit, or let it send itself.

Unified Inbox

Stop checking two tools. Texts and emails from the same client show up together, with channel badges and real-time updates.

See it working in your business.

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