This article explains how to set up the Money on Account Added automation in Pabau.
By setting up the Money on Account automation, you ensure clients are quickly informed when money is added to their accounts. This helps them feel confident that everything went smoothly.
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 "Line Items" as the primary object since we are constructing a confirmation that the money has been successfully added to a client's account.
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., "Money On Account Added"
- Set the email subject to "Funds added to your account - here's how to use them!"
- Schedule the recall to run "Every 1 Day."
Step 6: Selecting Audience
Create an audience with the following criteria:
- Client is Active.
- Line Item Category is On Account.
- Line Item Net is more or equal to 1.00.
- Client Balance is more or equal to 1.00.
Save the audience for future use.
Step 8: Designing Your Automation
In the "Design" tab, build an email template that will include a confirmation that the client's money is added to their account and how they can use them.
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.