How to Set Up 'Gift Voucher Expired Yesterday' Automation

This article explains how you can set up a 'Gift Voucher Expired Yesterday' automation in Pabau.

The Gift Voucher Expired Yesterday automation is a feature that automatically sends notifications to clients whose gift vouchers expired the previous day, reminding them that the voucher is no longer valid and encouraging them to consider re-purchasing.

---

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, choose "Line Items" as the main object since we're setting up an automation to let clients know when a voucher has expired.

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., "Gift Voucher Expired Yesterday"
• Set the email subject to "Your voucher expired—Here’s how to purchase a new one"
• Schedule the recall to run "Every 1 Day."
  
  
  

Step 6: Selecting Audience

Create an audience with the following criteria:

• Client is Active.
• Line Item Voucher Status is expired.
• Line Item Voucher expiration date is yesterday
• Line Item Voucher amount is more or equal to $1

Save the audience for future use.

Step 8: Designing Your Automation

In the "Design" tab, build an email template that includes information on how to purchase a new voucher. 

 

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.

---