This article explains how to set up the Package Expiring Soon automation in Pabau.
The Package Expiring Soon automation sends a reminder to clients whose packages are about to expire. You can customize it to notify them a few days or weeks before, giving them time to use any remaining services or consider renewing the package. It's a great way to keep clients engaged and ensure they get the most out of their purchases.
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 package expiring soon automation.
Step 4: Selecting Automation Type
In the next step, choose the automation type "Email," as reminders are most commonly sent via email.
Step 5: Specifying General Automation Information
- Type the name of the automation, e.g., "Package Expiring Soon (in 7 days)"
- Set the email subject to "Don’t miss out! Your package expires soon!"
- Schedule the recall to run "Every 1 Day."
Step 6: Selecting Audience
Create an audience with the following criteria:
- Client is Active.
- Line Item Package Expiration date is in 7 days.
- Line Item Package Status is Valid.
- Line Item Package Remaining is more than or equal to 1.
Save the audience for future use.
Step 8: Designing Your Automation
In the "Design" tab, build an email template that will include a reminder that the client's package is expiring soon.
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.