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.
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.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Automations article for a more in-depth exploration of this topic.
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.