This article explains how you can create an automation to follow up on lost leads.
Implementing lead automation for your clinic ensures that no potential patient inquiry goes unanswered. Lost Leads automation maintains a connection with potential patients who may not be ready yet, leaving the door open for future engagement.
Step 1: Navigate to Marketing
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Marketing tab and click to expand it. This will reveal the "Automations" sub-tab.
Step 2: Create a New Automation
Click the "Create Automation" button in the top right corner of the screen to begin setting up your automation.
Clicking this button will prompt you to choose a template or create one from scratch. Select the "Start from scratch" option in this case.
Next, select the object for which you want to create an automation. In this case, choose the "Lead" option.
The next step would be to choose whether you'd like to create an email or SMS automation. In this guide, we'll cover the Email automation.
Step 3: Configure Settings
In the "Settings" tab, configure the following automation settings:
- Automation Title: Enter a title for your automation (this is for internal use and will not be visible to leads).
- Email Subject: Enter the subject line for your automation email (this will be visible to leads).
- When: Choose how often you want the automation to run.
- Automation Description: Write short description for your automation (this is for internal use and will not be visible to leads).
If you're setting up a "Lost Lead Follow-Up" email, make sure to set the automation to run every 1 hour, at [select preferred time] and enable the "Don't send to the same client more than once" toggle.
Step 4: Filter Audience
To filter your audience, navigate to the "Audience" tab. To create a new audience for your leads, click the "Create" button in the center of the page.
A pop-up will appear, allowing you to set filters to define your target audience.
To email only leads that you've marked as lost, you can set the following filters under Show leads that match ALL of these conditions':
- Lead Lead stage is Lost- Mark as junk.
Note that stages are created within the lead pipeline, and the stage name does not have to match what we've used here—it can be whatever you choose.
Note that stages are created within the lead pipeline, and the stage name does not have to match what we've used here—it can be whatever you choose.
NOTE: To learn more about lead pipelines, review this article.
Step 5: Customize Email Design
To customize your email template, switch to the "Design" tab. At this stage, you can use the components on the right-hand sides to build your email template.
Here is an example of the email content that you could use for Lost Leads. Feel free to adjust it as needed, such as by modifying the text, adding buttons, images, or anything else that reflects your brand and communication style.
Subject: We’re Here If You Need Us
Hello [Client/Lead First Name],
We understand now might not be the right time for you to move forward with [COMPANYNAME]. We appreciate your initial interest.
Should your needs change or if you wish to revisit our offerings in the future, don’t hesitate to reach out. We’ll be here to assist when you’re ready.
Feel free to visit our website for updates on our services and new offerings.
CHECK OUR WEBSITE
We wish you all the best and hope to reconnect soon!
[COMPANYNAME]
[COMPANYPHONE]
[COMPANYSITE]
Step 6: Review Automation
Once you’ve finished customizing the email template, switch to the "Review" tab.
If any steps were skipped, this section will list what needs to be resolved before you can save or activate the automation.
If all required steps are completed, you’ll see the message: "You are almost done." 
Step 7: Activate Automation
To activate the automation, click the "Turn On" button. If you prefer to save the template without sending emails, click "Save"— this will store the template in the system without triggering any emails.
By following these steps, you'll be able to create a lost lead follow-up automation in Pabau.
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.