Automation templates
Start from a ready-made automation.
In CRM › Automations, click Use template. Some of the templates available:
- Birthday greeting: sends an email on the client's birthday.
- Welcome new clients: on sign-up, sends a welcome email and adds the client to your acquisition funnel.
- Acquisition: registered without a purchase: 7 days after sign-up, if they haven't bought, sends a WhatsApp and moves them in the funnel; if they bought, moves them to clients.
- Class no-show: sends a notification when a client misses a booked class.
- Win back after cancellation: if a client cancels and doesn't book again within a day, sends them a WhatsApp.
Adapt the messages to your center and turn it on. The All, Active and Inactive filters help you find them.
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