Prepare investor update campaigns with less list handling
Bring investor contacts and update messaging together in a campaign flow with a clear opt-out and review step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create and Send SMS Campaign
Creates and sends an SMS campaign to a contact list.
Why this helps
Preparing a group update can involve repeated list handling, message edits, and uncertainty about whether the campaign is ready.
- Reduce manual preparation for a group update.
- Keep the campaign message consistent.
- Remember to include an opt-out mechanism for marketing messages.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to prepare the campaign from the intended Affinity contacts, include opt-out language, and flag missing list or message details.
- 4Choose a schedule and select where run reports should go.
- 5Test with a real example and review the contact list and campaign before sending.
Questions about this workflow
Will the campaign send without review?
Specify in your instruction whether it should prepare or send. Review recipients and message content before a marketing campaign is sent.
Does the campaign need opt-out language?
Yes. ClickSend's campaign action states that marketing messages must include an opt-out mechanism.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to ClickSend. A trigger fires from one place; an action lands in another.
Affinity triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Affinity and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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