Will automation send messages to clients without my permission?

No. The automation system drafts follow-up messages for you, but does not send them automatically. You receive a notification with the draft message and can review, edit, or discard it before sending. You always stay in control of what gets sent to your clients.

What is the difference between a nudge and a follow-up?

A nudge is a reminder sent to you (the vendor) — for example, 'You have a new lead you haven't responded to in 4 hours.' A follow-up is a draft message prepared for the client — for example, 'Hi [clientName], just checking in about your wedding plans.' Nudges remind you to act; follow-ups give you something ready to send.

Can I set different timings for different rules?

Yes. Each automation rule has its own timing control. For example, you can set new lead nudges to trigger after 4 hours, draft follow-ups after 3 days of silence, auto-cold marking after 14 days, and auto-lost after 30 days. Adjust each timing independently to match your workflow.

What are the template variables?

You can use four variables in your follow-up templates: {clientName} inserts the lead's name, {eventType} inserts their event type (e.g., 'Wedding Ceremony'), {vendorName} inserts your business name, and {eventMonth} inserts the month of their event. These are replaced with actual values when the draft is generated.

Can I reset everything to defaults?

Yes. Click the 'Reset to Defaults' button at the bottom of the settings page. This restores the original timings and message templates that come pre-configured with the platform. Your changes are not lost until you click 'Save Settings' after resetting.

For Vendors

Automated Follow-Ups for Wedding Vendors — Never Lose a Lead Again

Set up automated nudges, follow-up reminders, and stage changes so no wedding lead falls through the cracks. Configure automation on itsmy.wedding.

5 min read

Meera's Lens & Light

Can wedding vendors automate their client follow-ups?

Yes — itsmy.wedding includes a built-in automation system that handles the repetitive parts of lead management so you can focus on the creative work.

During peak season, a popular wedding vendor might receive 10 to 15 new inquiries per week across WhatsApp, Instagram, phone, and the platform. Responding to every lead within hours, following up after sending quotes, and re-engaging silent clients is a full-time job on its own.

The automation settings let you configure three types of rules: notification nudges that remind you when a lead needs attention, auto stage changes that move stale leads to Cold or Lost after a configurable period, and follow-up message templates that give you ready-to-send drafts when a client goes silent. Everything is customisable — you control the timing, the wording, and whether each rule is active.

TL;DR

Configure automated nudges, draft follow-up messages, and auto stage changes. You control the timing and wording — the system handles the reminders.

Open your Automation Settings

Automation Settings page showing notification rules, auto stage changes, and message templates

From your vendor dashboard, navigate to Settings and then Automation. This page has three sections: Notification Rules, Auto Stage Changes, and Follow-up Message Templates.

Each section contains toggle switches to enable or disable individual rules, and timing controls to set exactly when each rule should trigger. The page loads your current settings — if you have not configured anything before, you will see the platform defaults which are a good starting point.

Configure notification rules

Notification Rules card with toggle switches for new lead nudges, overdue follow-ups, and draft follow-ups

The Notification Rules section has three rules you can enable:

Nudge for new leads — Sends you a reminder if you have not responded to a new lead within a set number of hours (default: 4 hours).
Nudge for overdue follow-ups — Alerts you when a scheduled follow-up has passed its due date.
Draft follow-up for silent clients — Automatically drafts a follow-up message when a client has not replied within a set number of days.

Toggle each rule on or off with the switch, and adjust the timing using the number input beside it. For example, set the new lead nudge to 2 hours if you want faster response times, or 8 hours if you prefer more breathing room.

Set up auto stage changes

Auto Stage Changes card with toggles for auto-marking leads as Cold and Lost with day counters

The Auto Stage Changes section moves inactive leads through your pipeline automatically:

Auto-mark leads as Cold — When there has been no activity on a lead for a set number of days (default: 14), the lead's priority is automatically changed to Cold. This keeps your active pipeline clean.
Auto-mark leads as Lost — When a cold lead has had no activity for an even longer period (default: 30 days), it is moved to the Lost stage. This prevents stale leads from cluttering your pipeline.

These rules only change the stage — they do not delete the lead. You can always re-open a Lost lead if the client comes back. Adjust the day counts to match your typical sales cycle.

Customise follow-up message templates

Follow-up Message Templates section showing editable text areas for initial follow-up, post-quote check-in, and re-engagement messages

The Follow-up Message Templates section lets you customise three types of draft messages:

Initial Follow-up — Used when a new lead has not heard back from you. Example: "Hi {clientName}, thank you for your interest in {vendorName} for your {eventType}."
Post-Quote Check-in — Used after you have sent a quotation and the client has not responded. This keeps the conversation going without being pushy.
Re-engagement — Used for leads that have gone cold. A gentle message to check if they are still planning their event.

Each template supports four variables: {clientName}, {eventType}, {vendorName}, and {eventMonth}. Write your templates in your own voice — these are drafts that you review before sending, not automated messages.

Save your settings

Bottom of the settings page showing Reset to Defaults and Save Settings buttons

After configuring your rules and templates, click Save Settings at the bottom of the page. A confirmation toast appears when your settings are saved successfully.

If you want to start over, click Reset to Defaults to restore the platform's recommended settings. This is useful if you have experimented with different timings and want to go back to a known-good configuration. Remember that resetting does not save — you still need to click Save Settings to apply the defaults.