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Trending-Away Automations

You can set up communications that automatically work to entice customers back with our series of Trending Away Messages.

Date-triggered automation can be sent at 30 days, 60 days or at a time period of your choice after a customer’s Expected NextVisit Date (ENVD).

For creating an SMS click πŸ‘‰ here | For setting up Templates click πŸ‘‰ here

Navigation: Dashboard > Automated > Date Triggered > Select the Add new bottom top right

Navigation: Name your new communications and select email and SMS, if you’re using both. (We recommend using both) > Select Continue

Navigation: Select your template.

For setting up templates click πŸ‘‰ here

Navigation: Select sender > Enter subject > Reference Voucher in Preheader > Update Body > Include Voucher > and continue to the SMS page

Navigation: Create an SMS that mentions the voucher and email > Continue

For creating an SMS click πŸ‘‰ here

Navigation: Set filters to > Expected Next Visit Date is in the past exactly 30 days.

For understanding Filters clickπŸ‘‰ here | For the top 10 Hospo Filters click πŸ‘‰here

* The amount of time can be set to your needs. See below

Navigation: Set Time trigger > Field Name: Creation Date > Day: 30 Days > Time: 10pm > Continue

Navigation: Launch Promotion

Navigation: Ensure your Late, Lost and Reactivate communications are Active

Updated on October 16, 2023

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