This article covers how to set up a 'Post-Consultation Review' automation in Pabau.
Setting up a Post-Consultation Review automation will automatically send follow-up messages or surveys to clients after their consultations to check in on their well-being and remind clients to book their treatment.
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 "Appointment" as the primary object since we are constructing a consultation follow-up automation that focuses on appointments.
Step 4: Selecting Automation Type
In the next step, choose the automation type "Email."
Step 5: Specifying General Automation Information
- Type the name of the automation, e.g., "Post-Consultation Review"
- Set the email subject to "How are you feeling after your consultation?"
- Schedule the recall to run "Every 1 Day."
Step 6: Selecting Audience
Create an audience with the following criteria:
- The appointment date is eg. 5 days ago.
- Appointment status is Complete.
- Client is Active.
- Appointment service contains consultation.
- Client Next appointment (date) is empty.
Save the audience for future use.
Step 8: Designing Your Automation
In the "Design" tab, build an email template that includes questions on the client's well-being and suggests scheduling an 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 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.