We’ve introduced a new option to manage email delivery to Extended Contacts when setting up automations.
This enhancement gives users finer control over who receives automation emails ensuring the right recipients are included while preventing duplicate deliveries.

How it Works:

When building an automation, you can now control how automation emails are sent to Extended Contacts.
You have three options:

• Send to All Extended Contacts

• Send to Specific Person Types

• Do Not Send to Extended Contacts (default)

For automations under the Customer category, an extra filter is available to manage delivery scope:

• All Extended Contacts from Primary Location only, or

• Across All Service Locations

The Manage Location option is exclusive to the Customer category. Other categories (e.g., Invoice) automatically send only to the location where the related data belongs.

Locating the Extended Contact Option in Automation

1. Click on Settings from the left-hand panel

2. Go to Email/Text Communications section

3. Click on Automations

4. Click on Create New Automation

5. Find the Extended Contact Options in the same step where you can Describe your Automation

Screenshots

Locating the Extended Contact Option in Automation

 

 

 

 

Available Options

 

 

 

 

Managing Person Types

 

 

 

 

Table of Automation Categories and Extended Contact Options