Automated Message Drip Campaign For Rebooking Reminders

This article explains how to set up a drip campaign for rebooking reminders, helping businesses automate follow-ups and encourage clients to schedule their next appointment.

Things to know:

• This is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact your account manager or our support team at [email protected] 
• The option to delete a template becomes available only after the template has been customized or activated.
• Campaigns are listed in ascending order based on their scheduled send time. For example, if one template is set to send 1 day after an appointment and another is set to send 1 week after, the 1-day template will appear first.
  

• Clients will receive these messages in a specified sequence. They will receive the next message only if:

  • They have received the previous notification.
  • They have not yet booked an appointment.
  • Their last booked appointment includes one of the eligible services defined in the template.
    
• Staff notifications are sent based on the location where the client's last appointment was scheduled along with the location they have access to. For example, if client A last booked their appointment at location B, the staff member(s) from location B will receive the notice.
  
• To receive drip rebooking reminders, staff members must opt in by selecting "Receive Drip Rebooking Reminders" under My Account > Communication Preferences.

Contents:

• Accessing Drip Automated Messages For Rebooking Reminders
• Customizing Rebooking Reminder Template
• Customizing Client Follow-UP Reminder Template
• Adding A New Template

Accessing Drip Automated Messages For Rebooking Reminders

1. Navigate to Marketing > Automated Messages
2. Click the Drip tab 
3. You will see your rebooking reminder template listed here. 
4. Hover over the template to reveal the options to View or Activate 
   • View: Click "View" to access and customize  the template 
   • Activate: Click on "Activate" to enable the template for sending to clients
5. Clicking View allows you to select an existing template (e.g., Rebooking Reminder or Client Follow-up Reminder) to customize or create a new template.

Customizing Rebooking Reminder Template

1. Hover over the Rebooking Reminder template to expose the option to view/activate. Click view to open the template
   
2. On the template, you can customize the following:  
   • Edit: Customize the display name of the template
   • Send X-X After The Last Appointment: Set the timeframe for when this reminder should be sent after the client’s last appointment if they haven’t booked this service category. You can choose hours, days, weeks, months, or years.
   • Services: Select all or individual service categories applicable to this reminder
   • Delivery By: Choose your primary delivery method (email, SMS, push notification) and specify a fallback method if the primary option 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
     • Email: The client must have an email address on file and be opted in to receive marketing emails
     • Text Message: The client must have a mobile number on file and be opted in to receive marketing SMS. Double opt-in is also required for marketing SMS
     • Push Notification: The client must have the MyTime Guest App installed on their mobile device
   • Reply-to-name: This is the business name that will appear when clients reply to the automated email. The business name used is pulled from the business profile page
   • Subject: The subject name that will be displayed whenever the clients receive the message 
   • To edit the body of the template:
     • Hover over the highlighted section of the template
     • Click the edit icon to modify the content
     • Use the available editor options to design your template. Hover over each icon for a description.
     • Advanced users can insert HTML or emojis for enhanced email design.
3. When you are done editing the template, click Save 

Customizing Client Follow-UP Reminder Template

1. Hover over the Rebooking Reminder template to reveal the option to view/activate it
2. Click View to open the template 
   
3. Customizable sections:  
   • Edit: Customize the display name of the template 
   • Send X-X After The Last Appointment: Set the timeframe for when this reminder should be sent after the client’s last appointment if they haven’t booked this service category. You can choose hours, days, weeks, months, or years.
   • Services: Select all or individual service categories applicable to this reminder
   • Reply-to-name: This is the business name that will appear when clients reply to the automated email. The business name used is pulled from the business profile page
   • Subject: Set the subject line that will appear when clients receive the message.
   • To edit the body of the template:
     • Hover over the highlighted section
     • Click on the edit icon  
     • Use the editor options to design your template. Hover over each icon for a description
     • Advanced users can insert HTML or emojis for a more visually appealing design
4. Once you are done editing, click Save 

Adding A New Template

1. Click the '+Add Another Campaign' hyperlink 
2. A prompt will appear, asking you to select the notification type, Client or Staff:
   • If 'Client' is selected, a message will appear: "Send a reminder to encourage clients to book"
   • If 'Staff' is selected, a message will appear: "Alert staff when clients have not booked" 
3. Click Continue to proceed. 
4. The selected template will be displayed for customization:
   • The client template can be customized following the steps here
   • The staff template can be customized following the steps here 

For more information, contact us at [email protected] or (385) 233-6964.