In this article, we explore the advantages of automated workflows in Pabau, highlighting how they can enhance clinic operations and improve patient management.
Table of Contents:
1. Overview of Automations2. How to Create a New Automation
3. How to Create Recall Automations
Overview of Automations
Automations are a powerful tool in Pabau, revolutionizing patient engagement by facilitating various processes including marketing, recall management, sales, and invoicing. With these automations, you can efficiently attract and retain patients while managing your practice with ease, all requiring minimal monitoring on your part.
Activating Automations
To unlock the power of automation in Pabau, log in to your Pabau account, navigate to Setup in the left sidebar menu, then click on "Business Details" in the Business section. In the "Features" tab, enable the Automations feature.
Configure Automation Permissions
Go to the Team feature and select the staff member for whom you wish to grant access to the Automations feature.
Within their user profile's Permissions tab, navigate to Marketing permissions, and activate the Automations permission setting.
Automations Dashboard
Access the Automations feature by clicking on "Automation" in the Marketing feature in the left sidebar menu.
Upon accessing Automations, you'll encounter a dashboard presenting statistics on "Automations That Run," "Audience," "Failed," and "Filtered". This information helps gauge the effectiveness of your automated campaigns.
Individual Automations
Get an overview of each automation, including its name, the clients it applies to, its status, launch time, and frequency. Recommended automations, such as Recalls, Precare Templates, and Reminders, are highlighted for optimal setup.
Managing Automations
Effortlessly customize automation settings by accessing options like "View Details," "Edit," "Move to Folder," and "Delete" through the three dots associated with each automation.
Organizing with Folders
Organize and manage your automations effectively by utilizing folders. You can create, edit, or delete folders on the left side of the dashboard, enhancing overall automation management.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Create a New Automation
In this guide, we'll walk you through the process of creating a new automation in Pabau, allowing you to manage communication tasks. Follow the steps below to set up your automation:
Step 1: Access Automation Section
Log in to your Pabau account, and navigate to the Marketing section in the left sidebar menu. Click on "Automation" to proceed.
To initiate the creation of a new automation, click the "Create Automation" button located in the top right corner.
Step 2: Choose Automation Template or Start from Scratch
Choose from existing templates, and use the left sidebar's "Filter By Automation Type" section to refine your selection. Alternatively, start from scratch. Whether using templates or starting from scratch, the setup steps remain the same.
Step 3: Choose Automation Filter
When starting from scratch, choose an automation filter based on clients, leads, appointments, invoices, or line items. Each filter serves specific purposes related to the respective Pabau features. For instance:
- Clients: Automation related to fields visible in the client card or patient profile. Use this filter to pull information like the current account balance.
- Leads: Automation associated with fields visible in the lead profile. Utilize this filter to extract information such as the lead stage or lead name.
- Appointments: Automation linked to client appointments. Employ this filter to retrieve details like the appointment status or the service related to the appointment.
- Invoices: Automation connected to invoices issued to clients. Use this filtering to pull information like the invoice total or VAT percentage.
- Line Items: Automation tied to items sold to clients. Utilize this filter to extract details about specific services or packages sold.
NOTE: Conditions can be added to filter the audience based on various components, even if a specific object is selected.
Step 4: Select Automation Type
Next, choose the automation type: Email, SMS, or activity. For this example, we'll focus on email automations.
Step 5: Specify General Automation Information
Under "Settings," provide the internal automation title, email subject, sender name, and email address. Schedule the automation's frequency and prevent multiple sends to the same client, especially for special offers or non-repetitive information.
Step 6: Select Audience
In the "Audience" tab, choose an existing audience or create a new one by specifying conditions. We can specify one or more conditions to filter our desired clients or leads to form the list.
Step 7: Design Your Automation
In the "Design" tab, customize your email using templates and the drag-and-drop editor. Modify components such as columns, headings, text, images, buttons, dividers, HTML code, and menu.
Step 8: Review and Schedule
Review your automation, make necessary changes, and schedule it for sending based on your preferred timing.
By following these steps, you can efficiently create and customize automations in Pabau.
How to Create Recall Automations
Creating recall automations in Pabau is a strategic way to remind clients of upcoming appointments, ensuring they stay engaged with your services. Follow these steps to set up a recall automation:
Step 1: Enable Automations
If you haven't already enabled automations in your Pabau account, do so by logging into your Pabau account, navigating to Setup in the left sidebar menu, then clicking on "Business Details" in the Business section. In the "Features" tab, enable the Automations feature.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Step 2: Navigate to Automations
Navigate to the Marketing feature in the left sidebar menu, then click on "Automation".
Step 3: Creating a New Automation
Click the "Create Automation" button in the top right corner of the Automations page and click on "Start from scratch".
Step 4: Choosing Automation Filter
In the filtering prompt, designate "Appointment" as the primary object since we are constructing a recall automation, focusing on appointment dates.
Step 5: Selecting Automation Type
In the next step, choose the automation type "Email," as recalls are most commonly sent via email.
Step 6: Specifying General Automation Information
- Type the name of the recall, e.g., "Botox Recall - 3 months."
- Set the email subject to "It's time for your next appointment."
- Schedule the recall to run "Every 1 Day."
Step 7: Selecting Audience
Create an audience with the following criteria:
- The appointment date was 120 days ago.
- Appointment status is Complete.
- Appointment service is any of Botox 1, 2, 3.
- Contact where the future appointment service is not Botox 1, 2, 3.
Save the audience for future use.
Step 8: Designing Your Automation
In the "Design" tab, build an email template that will include reasons why the client should book another appointment.
Customize your email using templates and the drag-and-drop editor. Modify components such as columns, headings, text, images, buttons, dividers, HTML code, and menu.
You can also add a button linking to your online bookings portal.
Step 9: Review and Schedule
Review your recall automation, make necessary changes, and schedule it based on your preferred timing.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.