belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Tasks
    • Overview
    • Multiple Locations & Head Office
    • Manage Employees
    • Logins
    • Rights
    • Overview
    • Absences & Holidays
    • Working Hours
    • Time Tracking
    • Overview
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Overview
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Service Packages & Subscriptions
    • Vouchers
    • Products
    • Purchasing & Suppliers
    • Inventory & Stock Counts
    • Scanning & Sales
    • Cost of Goods & Expenses
    • Overview
    • Design & Texts
    • Setup & Settings
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Overview
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Overview
    • Export Overview
    • Employee Utilization
    • Revenue & Reports
    • Belbo Satellite
    • Printer
    • EC Terminal & Card Payment
    • Troubleshooting Hardware
    • Scanner & POS Devices
    • General Settings
    • API & Integrations
    • Notifications & Emails
    • Contracts & Legal
Skip to content
Marketing & Customer Loyalty›Overview

Automatic Emails

Feature: Marketing › Automatic Customer Reactivation › Settings

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.

You can access this area via Settings > Automatic Customer Reactivation. If this function is not enabled, it can be activated via "Add function".

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.
If most of your customers are not yet activated for marketing functions, you can contact us: +49 30 5770 9641.
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.
Design and send
You can now first edit the content and design. Once you are satisfied with the appearance of your test email, you can now start sending under "General".
When win-back emails are activated, only customers are reached who had their last appointment with you exactly the specified number of days ago. So older customers ("dead files") are not contacted.

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.

Important: A customer receives an activation email AT MOST once. It is not sent multiple times.
For an overview of all marketing functions, click here.
Categories: Overview
Tags: automatische Mails, E-Mails, Geburtstag, Marketing

Have a question? Ask it here.

This manual is a service by belbo. Legal notice