With automatic emails, you can send birthday greetings to your customers or win back customers who haven't visited you in a while. Without having to remember to do it yourself each time.
Important requirement for sending campaigns
Message option enabled in customer file
Only customers who have the option "This customer receives email or SMS campaigns" enabled in their customer files will receive marketing emails and SMS campaigns. Reminder- and confirmation emails are not affected by this.
Message option enabled in customer settings
To automatically activate new customers for marketing functions, you can enable the corresponding function in Customer settings.
Automatic emails at a specific time after the last appointment
If you want to send customers an automatic message at a specific time after an appointment, you can create it here.
Examples of automatic emails
- You want to ask all your customers two days after their visit to rate your business on your Facebook page.
- You want to automatically remind customers who haven't visited you for 3 months about your business and ask them to book an appointment online. (This can also be combined well with a discount via Online vouchers.)
Create automatic email
Under Automatic emails, select + Create new template and fill in the fields. After saving, the message will not be sent yet.
- Name: choose a name under which you can recognize the campaign. Customers cannot see this.
- Customer group: If needed, select a Customer status. The email will only be sent to customers in this customer group.
- Gender: If needed, select a gender. The email will only be sent to customers in this customer group.
- Time period: Then select the time when this email should be sent after the customer's last appointment.
Birthday email
To automatically send customers birthday emails with your congratulations, you can write a birthday email. Creating and sending the birthday email works exactly as described above.
For more information about birthday emails, click here.
