Set up module communications and follow-ups
Connect a module's communications to configured channels, templates, and record fields.
Before you start
A module with the required recipient fields, configuration access, and a connected communication channel.
Verify the channel first
Configure and test Email or WhatsApp in Config. Module-level communication settings depend on the relevant channel being available.
Open Communications
Open your module in Module Builder and choose Communications. Check the module name before editing.
Review the template and fields
Choose the communication settings available for the channel. Match recipient and template variables to the appropriate module fields.
Review triggers and follow-ups
Configure the record automation or follow-up controls needed for your process. Review conditions and timing before enabling a live workflow.
Test one complete journey
Use a sample record with a recipient you control. Check the resulting message and delivery logs before applying the setup to customer records.
What success looks like
A sample record follows the intended communication workflow and the resulting delivery can be checked in logs.
If something goes wrong
- Check the saved channel configuration before changing the module setup.
- Make sure the record has a usable email address or phone number.
- Review conditions, timing, and template variable mappings when the result differs from expectations.
Still stuck on this step?
Send your workspace address, the affected page, and a redacted error. Never include passwords or access tokens.
Contact Bizrow support