This article explains how you can set up a 'New clients' automation in Pabau.
Having a 'New Clients' automation allows you to instantly send a welcoming email to every new client, making them feel valued right from the start.
Step 1: Navigate to Automations
Start by logging into your Pabau account using your login credentials. Then, navigate to the Marketing feature in the left sidebar menu, then click on "Automation".
Step 2: Creating a New Automation
Click the "Create Automation" button at the top right corner of the Automations page and then click "Start from scratch."
Step 3: Choosing Automation Filter
In the filtering prompt, designate "Clients" as the primary object since we are constructing a welcoming email to new clients that focus on clients.
Step 4: Selecting Automation Type
In the next step, choose the automation type "Email," as welcoming emails are most commonly sent via email.
Step 5: Specifying General Automation Information
- Type the name of the automation, e.g., "New Clients"
- Set the email subject to "Welcome to [Clinic Name]"
- Schedule the recall to run "Every 1 Day."
Step 6: Selecting Audience
Create an audience with the following criteria:
- Client is Active.
- Client created date is today.
Save the audience for future use.
Step 8: Designing Your Automation
In the "Design" tab, build an email template that will include a welcoming message to clients.
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 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.