Date-triggered emails and texts that run while you sleep
Stop manually sending reminders. ClearSite automations let you create triggers based on dates — membership renewal reminders, event follow-ups, birthday emails, anniversary texts. Set them once, and they run forever.
Create automations that trigger on any date field — membership renewal, event registration, birthday, or custom date. ClearSite sends the email or text automatically.
See which automations fired, who received them, and whether they opened. Pause, edit, or clone automations anytime.
No signup required. Explore a live sandbox portal loaded with sample data and see exactly how Automations works for your organization.