GET FIT FOR BOXLY
Boxly Training Track 1: Admins & owners
Session 3: Boxes, Stages & Automations
Welcome to Session 3 of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, fine-tune your settings, and supercharge your data attribution.
What this ‘Training Track’ series will cover
Session 1 - Plugged In: Every Channel, One Inbox
Session 2 - Powered Up: Settings & Power Moves
Session 3 - Boxes, Stages, & Automations (you’re here)
Session 4 - Reporting: The Numbers Don't Lie
Session 5 - Marketing: Market Like a Pro
Watch the Replay | Session 3: Boxes, Stages & Automations
Session Overview
The third session of this 5-week series breaks down how to configure your workspace pipelines and automate repetitive communication in Boxly. Structuring your stages and triggers ensures every lead moves through a consistent booking journey without manual intervention.
Key Topics
Boxes: Setting up and structuring your pipelines
Stages: Defining lead journeys
Box Automations: Triggering actions as leads move between stages
Channel Automations: Set up auto-responders across channels
Useful Links
Video Guides
Boxes and Stages
Check out the video guideBox automations
Check out the video guideChannel automations
Check out the video guideBoxly Training Track 2: Team & General Usage Recording
28th Aug 2026 | New Boxly Training Webinar Replay
Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!
Contact us at [email protected] if you need any assistance!