Review SMS feedback enrollment across partner customers
See which people are enrolled in SMS Autopilot as part of a regular affiliate customer feedback review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Why this helps
Survey enrollment can be difficult to audit when partner customer activity and SMS membership are reviewed separately.
- Retrieve Delighted SMS Autopilot memberships on a schedule.
- Review available memberships against partner customer records.
- Make enrollment coverage easier to audit.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Tell Notis to list Delighted SMS Autopilot memberships and summarize matches against partner customer information available for the run.
- 4Choose a recurring schedule trigger and select a channel for run reports.
- 5Test with one real example and review the run report.
Questions about this workflow
Does this add anyone to SMS Autopilot?
No. It lists existing SMS Autopilot memberships for review.
Can it match members to an Adtraction partner?
Only when partner customer records and matching details are available to Notis.
Does this check the SMS Autopilot configuration?
No. The workflow lists memberships. Delighted provides a separate action to retrieve the SMS configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Delighted. A trigger fires from one place; an action lands in another.
Adtraction triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Connect any two apps with Notis in the middle.
Adtraction and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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