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sends notifications to clients whose gift vouchers expired the previous day, reminding them that the voucher is no longer valid and encouraging them to consider re-purchasing.Step 1: Navigate to Automations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.
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.