Going Live
Automations across a network
Sending from the organisation or from each tribe, enrolling all tribes, and what each choice means for the customer.
Last updated September 2, 2026
In a network, the question is not only what to send but who it appears to come from. A workflow is built once and can run either way.
| Mode | What the customer sees |
|---|---|
| Organisation automation | Everything sent from the organisation — one brand voice, one sender. |
| Organisation-tribe automation | Sent from the tribe the recipient belongs to, so it comes from the location they actually deal with. |
For anything a customer would expect from their local branch — a follow-up, a review request, a reminder — sending from the tribe is almost always better. A national sender asking about a job somebody did locally reads as a mailing list.
Enrolling every tribe
A workflow can be enrolled for all tribes at once. You are asked to confirm, because it is a network-wide change: every location's customers become eligible.
TELL THE TRIBES BEFORE YOU DO IT
Their customers will start receiving messages the tribes did not write. A location finding out because a customer mentioned it is how head office marketing loses the network's trust — send a note first.
Rolling out sensibly
- Run it for one willing tribe first.
- Look at the results and ask them what customers said.
- Fix the wording.
- Then enrol the rest.