Automation Scenarios

Below are some possible scenarios you may want to use when creating automations. These automations can be created using our out-of-the-box Email Marketing segments, and we provide an out-of-the-box template for most of these as well.

Be sure to review our Creating an Automation topic for specifics on setting up the workflow.

New Clients

New client welcome after their first visit

• Audience: Any contact in my audience
• Trigger event: Date-based; First Visit Date
• Workflow start: X Days or Weeks after

New client whose last visit was 2 days ago, with no future appointment

• Audience: Segment; No Future Appt & No Transient
• Trigger event: Date-based; First Visit Date
• Workflow start: 2 Days after
• Mailing template: New Client Book Next Appt Offer (48 hrs)

New client whose last visit was 4 weeks ago, with no future appointment

• Audience: Segment; No Future Appt & No Transient
• Trigger event: Date-based; First Visit Date
• Workflow start: 4 Weeks after
• Mailing template: New Client Book Appt Offer (4 wks)

No-Shows

Clients who no-showed 2 days ago, with no future appointment

• Audience: Segment; No Future Appt & No Transient
• Trigger event: Date-based; No Show Date (Automation)
• Workflow start: 2 Days after
• Mailing template: Missed Appt (48 hrs)

Clients who no-showed 1 week ago, with no future appointment

• Audience: Segment; No Future Appt & No Transient
• Trigger event: Date-based; No Show Date (Automation)
• Workflow start: 1 Week after
• Mailing template: Reschedule Appt (1 wk)

Existing Clients' Last Visit

Clients whose last visit was 2 days ago, with no future appointment

• Audience: Segment; Retained Client & No Future Appt & No Transient
• Trigger event: Date-based; Last Visit Date
• Workflow start: 2 Days after
• Mailing template: Retained Book Next Appointment (48 hrs)

Clients whose last  visit was 4 weeks ago, with no future appointment

• Audience: Segment; Retained Client & No Future Appt & No Transient
• Trigger event: Date-based; Last Visit Date
• Workflow start: 4 Weeks after
• Mailing template: Retained Client Book Next Appt Offer (4 wks)

Clients whose last  visit was 8 weeks ago, with no future appointment

• Audience: Segment; Retained Client & No Future Appt & No Transient
• Trigger event: Date-based; Last Visit Date
• Workflow start: 8 Weeks after
• Mailing template: Miss You (8 wks)

Clients whose last  visit was 12 weeks ago, with no future appointment

• Audience: Segment; Retained Client & No Future Appt & No Transient
• Trigger event: Date-based; Last Visit Date
• Workflow start: 12 Weeks after
• Mailing template: Miss You (12 wks)

Birthdays

Clients with birthdays

• Audience: Any contact in my audience
• Trigger event: Date-based; Bdate; Every year on the anniversary of this date
• Workflow start: Immediately
• Mailing template: Happy Birthday

Online Booking

Clients who have not booked online, with no future appointment

• Audience: Segment; No Appt Booked Online & No Future Appt & No Transient
• Trigger event: Date-based; Last Visit Date
• Workflow start: X Weeks after

Memberships

Clients who are new members

• Audience: Any contact in my audience
• Trigger event: Date-based; Membership begins on date
• Workflow start: X Days or Weeks after

Clients who have canceled their membership

• Audience: Any contact in my audience
• Trigger event: Date-based; Membership termination date
• Workflow start: X Days or Weeks after