The package expiration reminder notification alerts clients that their package contract period is nearing its end, encouraging them to reach out if they wish to renew. This article will guide you through the steps to set up automated package expiration notifications to remind clients of upcoming expirations.
Things to know:
- You can add multiple package expiration reminder templates, each with a unique cadence, similar to how appointment confirmations are managed.
- You can only send package expiration reminders via email or SMS.
- The "Package Upcoming Expiration" automated message template is set to "Off" by default. To ensure clients receive notifications a few days before their package expires, you'll need to activate it.
Configure Package Expiration Reminders
To configure package expiration reminders, simply:
- Navigate to Marketing > Automated Messages
- Navigate to the "Package Expiration Reminder" section
- Locate the "Package Upcoming Expiration" automated message template
- Hover over the status to see options to "View" or "Activate" the template
- Click "View"
- From here, you can set your preferences and edit the template:
- Send To Clients X Days Before Package Expiration: You can specify how many days before the package expires the client should receive this notification; by default, it is set to 3 days.
-
Delivery By: This allows you to select your preferred method of delivery: email or text message.
- Email: The client must have an email address on file and be opted in to receive transactional emails.
- Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS.
- Reply-to Name: This is the name of the business that appears when your clients reply to an automated marketing email. We will use the business name added to the business profile page.
- Reply-To Email: The reply-to email address will be the designated location email.
- Email Subject: By default, the subject displayed is "Package Upcoming Expiration (Action Required)," but you can customize it with your own text.
- Body of the Template: You can edit the body of the email by clicking anywhere inside the text box.
- Click "Save."
For more information contact us at support@mytime.com.