This article covers the steps for setting up SMS automations in Pabau.
If you're new to the Automations feature, we recommend consulting our master article, which provides a detailed overview of everything you need to know about using automations effectively.
Step 1: Navigate to Automations
Log in to your Pabau account, and navigate to the Marketing section in the left sidebar menu. Click on "Automation" to proceed.
Step 2: Create New SMS Automation
When creating a new automation from scratch, after you choose which object to filter, you will be prompted to select if you want to set up an email or SMS automation. Select the "Send an SMS" option to get started.
Step 3: Complete the Required Information
After selecting the type of automation you'd like to create, you can fill out the information that each tab requires. The tabs are listed at the top left corner of the page.
- Settings: In this tab, you should provide the internal automation title and sender name. You can also schedule the automation's frequency and prevent multiple sends to the same client, especially for special offers or non-repetitive information.
- Audience: In the "Audience" tab, choose an existing audience or create a new one by specifying conditions. We can specify one or more conditions to filter our desired clients or leads to form the list.
- Design: In the design tab, you can edit the message that you'd like to be sent, and you also have the option to include links such as the Online Bookings link, the Client Portal link, or any custom link.
- Review: On the Review tab, you can review your automation setup. Check to ensure all required fields are filled out for activation. Once everything is in order, simply click the "Turn On" button to activate it.
The SMS automation you created will appear on the Automations page. If it's active it will have the toggle enabled. If not, the toggle will be greyed out.
By following these steps, you can schedule SMS automations.
NOTE: Without Marketing Plus, you're limited to sending just two automations. To explore the enhanced capabilities of Marketing Plus, refer to this article for more information.
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.