belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Logins & Permissions
    • Multiple Locations & Head Office
    • Manage Employees
    • Absences & Holidays
    • General
    • Working Hours
    • Time Tracking
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Products
    • Service Packages & Subscriptions
    • Vouchers
    • Purchasing & Suppliers
    • Stock & Inventory
    • Scanning & Sales
    • Materials & Costs
    • Design & Texts
    • Setup & Settings
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • 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

Tag: automatische Mails

Automatic emails

With automatic emails, you can send birthday greetings to your customers or win back customers who haven't visited you in a while. All without having to remember it yourself each time.


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





Important prerequisite for sending campaigns


Message option activated in customer file
Only customers who also have the option "This customer receives email or SMS campaigns." activated in their customer files will receive marketing emails and SMS campaigns. Reminder and confirmation emails are not affected by this.

If a large part of your customers are not yet activated for marketing functions, you can contact us: +49 30 5770 9641.

Message option activated in customer settings
To automatically activate new customers for marketing functions, you can enable the corresponding function in the 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 for automatic emails

  • You want to ask all your customers two days after their visit to rate your company on your Facebook page.
  • You want to automatically remind customers who haven't been to you in 3 months about your company and encourage them to book an appointment online. (This can also be combined well with a discount via online vouchers.)


Create automatic email
Select + Create new template under Automatic Emails and fill in the fields. After saving, the message will not be sent yet.

  • Name: choose a name by which you can recognize the campaign. Customers cannot see this.
  • Customer group: Select a customer status if needed. The email will only be sent to customers in this customer group.
  • Gender: Select a gender if needed. The email will only be sent to customers in this customer group.
  • Time period: Then select 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 whose last appointment with you was exactly the specified number of days ago will be reached. Therefore, older customers ("inactive accounts") will not be contacted.

Birthday email

To automatically send customers birthday emails with your congratulations, you can compose 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: Customer Communication (Email, SMS)
Tags: automatische Mails, E-Mails, Geburtstag, Marketing

Marketing Functions

With the marketing functions, you can send your own newsletters or bulk SMS messages to your customers.


You can access this area via Settings > Marketing.

Available marketing functions


Newsletters and bulk SMS
Send occasion-based or regular newsletters to your customers.
For more information about newsletters and bulk SMS click here.

Automatic emails
Send automatic birthday greetings or messages on a specific day after a customer's last appointment.
For more information about automatic emails click here.

Application example:
You want to encourage customers who haven't visited you in 3 months to book a new appointment at your business. For this purpose, compose an automatic email with a friendly invitation that is automatically sent to each customer as soon as they haven't had an appointment with you for 3 months.

Ratings
You can send each customer an automatic rating request after their appointment on your online booking page or for your own quality assurance.

[/toggle]

News
You can publish news in the Belbo customer app and on your online booking page.
For more information about news click here.



Please note that your customers must be enabled for marketing functions. You will find a corresponding option for SMS and email messages in each customer record. Only customers who have this option enabled in their customer record will receive marketing messages.



Categories: Campaigns (Newsletter & SMS)
Tags: automatische Mails, E-Mails, Geburtstag, Marketing, Newsletter, Rund-Sms
This manual is a service by belbo. Legal notice