Automated Messages for Leads

Automated messages for leads are pre-set communications designed to engage and nurture potential clients throughout their journey. These messages help build relationships, provide timely information, and guide leads toward conversion, all without the need for manual intervention. They are triggered by specific actions or behaviors, such as signing up through the booking widget. In this article, we will explore how to configure automated messages to streamline and improve your lead management process. 

Things to know:

• To receive SMS notifications, the client must have a valid phone number on file and is single-opted in to receive transactional SMS 
• To receive email notifications, the client must have a valid email address on file and is opted in to receive transactional emails
• Push notifications can only be sent to clients who have your custom MyTime Guest App installed on their mobile devices
  
• The delete option to the right of the lead notification template will only be visible for pre-saved templates after a change has been made and saved for that specific template. 

Contents:

• Configuring Pre-Saved Automated Messages for Leads
• Configuring New Automated Messages for Leads

Configure Pre-Saved Automated Messages for Leads

1. Navigate to Marketing > Automated Messages 
2. Click the 'Leads' tab
3. Hover over the 'Lead Notifications' option and then click 'View'
4. On the 'Lead Notification' page, you will find two pre-saved templates: 
   • Lead Notification for leads 
   • Follow up with Leads for staff members 
5. Hover over either template and then click 'View' to customize it according to your preferences. Click Save once your changes are complete.
   

Configure New Automated Messages for Leads

1. Navigate to Marketing > Automated Messages 
2. Click the 'Leads' tab 
3. Hover over the 'Lead Notifications' option and then click 'View'
4. On the 'Lead Notification' page, click the "+Add Another" option 
5. From the 'Notification Type' dropdown in the pop-up, choose whether the notification is for leads or staff members 
   • If Lead is selected, the "Send a reminder to encourage leads to book" notice will appear.
   • If Staff is selected, the "Alert staff when leads have not booked" notice will appear.
6. Click 'Continue' to proceed
7. Customize the template by editing:
   • Edit: Change the template's name if desired.
   • Send X After Lead is Created: Set a time (hours, days, weeks, months, or years) for when the notification should be sent after a lead is created.
   • Delivery By: You can specify a fallback delivery method (email, SMS, push notification) when the primary method is unavailable.
     • Use if available: This is the primary method that will be attempted first
     • Use if other methods not available: This method will be attempted if the primary option is unavailable (because contact information is not on file or the user opted out)
     • Never Use: This method will not be used, even if none of the other options are available
     • Delivery methods configured before February 3, 2025 (when fallback delivery methods were introduced) will have the following default selections:
       • For enabled delivery methods, the 'Use if available' option will be selected
       • For disabled delivery methods, the 'Use if others are not available' option will be selected
         
   • Reply-to name: The business name displayed when clients reply to an auto-email (set in your business profile).

   • Subject: The subject that will appear when the client receives the message.
     

   • To edit the body of the email:

     • Hover over the highlighted sections 

     • Click on the edit icon  

     • Use the editor to design your template. Hover over each icon for a description. Advanced users can insert HTML for a more customized appearance.

     • When finished, select Save at the bottom of the page

8. Save

For more information contact us at support@mytime.com or (385) 233-6964.