--- title: How to Set Up the 'First Service Purchased' Automation description: How to set up the First Service Purchased automation in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-set-up-the-first-service-purchased-automation#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) 3. [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#client-lifecycle-engagement-automations) # How to Set Up the 'First Service Purchased' Automation ## How to set up the First Service Purchased automation in Pabau. The "First Service Purchased" automation sends a personalized message to clients after they buy their first service. You can customize the automation to welcome them, provide useful information, and encourage them to stay engaged with your clinic for future services. --- #### **Step 1: Navigate to Automations** Start by logging into your Pabau account using your login credentials. Then, navigate to theMarketing feature in the left sidebar menu, then click on"[Automation](https://app.pabau.com/automations)".  ![image-png-May-21-2026-09-10-16-7189-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-21-2026-09-10-16-7189-AM.png?width=670&height=436&name=image-png-May-21-2026-09-10-16-7189-AM.png) #### **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, select "Line Items" as the primary object, as we're setting up a welcome message for clients who have just purchased their first service at your practice. ![image-png-May-13-2024-08-45-12-3105-AM (3)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-May-13-2024-08-45-12-3105-AM%20(3).webp?width=427&height=339&name=image-png-May-13-2024-08-45-12-3105-AM%20(3).webp) #### **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., **"First Service Purchased"** - Set the email subject to **"Congrats on your purchase! Discover more offers"** - Schedule the recall to run **"Every 1 Day."** **![image-png-Sep-24-2024-02-40-38-7685-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Sep-24-2024-02-40-38-7685-PM.webp?width=670&height=246&name=image-png-Sep-24-2024-02-40-38-7685-PM.webp)** #### **Step 6: Selecting Audience** Create an audience with the following criteria: - Client is Active. - Client Service Sales is more or equal to 1.00. - Line Item Category is Service. - Client Total Appointment is 1. ![image-png-Sep-24-2024-02-41-17-0697-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Sep-24-2024-02-41-17-0697-PM.webp?width=670&height=244&name=image-png-Sep-24-2024-02-41-17-0697-PM.webp) Save the audience for future use. #### **Step 7: Designing Your Automation** In the "Design" tab, create an email template that includes a welcome message and expresses appreciation to clients for purchasing their first service. ![image-png-Oct-01-2024-12-49-36-2725-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Oct-01-2024-12-49-36-2725-PM.webp?width=636&height=270&name=image-png-Oct-01-2024-12-49-36-2725-PM.webp)  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 8: 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](https://academy.pabau.com/courses/automations-101/lessons/introduction-to-course-2/topics/introduction-to-automations-101/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/). In addition, we suggest reading our [Automations](https://support.pabau.com/en/pabau2/automations?hsLang=en) article for a more in-depth exploration of this topic. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), 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. 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