Client Engagement & RetentionPurpose
1.2. Reduce no-shows and lost revenue by automating timely follow-up on pre-scheduled or predicted refill intervals.
1.3. Automate retention by auto-notifying clients of upcoming appointments, overdue sessions, or special offers related to aftercare.
1.4. Improve client satisfaction with automated, personalized communication reflecting their last service date and specific lash extension needs.
1.5. Streamline salon workflows by automating repetitive reminder tasks, freeing staff for higher-value activities.
Trigger Conditions
2.2. Automatedly trigger X days after last recorded visit or lash treatment.
2.3. Run automator when a client is marked as due for refill based on lash growth cycle (e.g., 2–3 weeks post-service).
2.4. Automate based on loyalty status to provide enhanced reminders or promotions to VIP clients.
Platform Variants
• Feature/Setting: Send automated SMS reminders via Messages API; configure using scheduled HTTP POST to Message endpoint with dynamic client/date fields.
3.2. SendGrid
• Feature/Setting: Automate reminder emails using SendGrid’s Dynamic Templates and API; set up scheduled triggers using automated workflows.
3.3. Mailchimp
• Feature/Setting: Automated email journeys via Customer Journeys; trigger based on custom event (last visit date or CRM tag).
3.4. Salesforce
• Feature/Setting: Workflow Rules or Flow Builder to automate email/SMS reminders post-record update (last service date).
3.5. Google Calendar
• Feature/Setting: Use Calendar API to automatedly create reminder events based on CRM date data and send notification emails.
3.6. Zoho CRM
• Feature/Setting: Automate follow-up emails/SMS using Zoho Workflow Rules triggered on custom “Next Refill Due” field.
3.7. HubSpot
• Feature/Setting: Use Workflows to automate timed emails or text messages post-appointment logged date.
3.8. ActiveCampaign
• Feature/Setting: Automate drip reminders by triggering Automations off CRM custom fields and tags.
3.9. WhatsApp Business API
• Feature/Setting: Send automated reminder messages using templated messages triggered by time-based scheduler.
3.10. Slack
• Feature/Setting: Automated DM reminders to staff/team via Slack API using reminders or scheduled messages for upcoming client sessions.
3.11. Microsoft Outlook
• Feature/Setting: Automate calendar event entries and reminder emails through Graph API integration.
3.12. Facebook Messenger Platform
• Feature/Setting: Automated reminder messages via Messenger Send API, configured with scheduled triggers.
3.13. Pipedrive
• Feature/Setting: Automate activity reminders using Workflow Automations triggered by deal update or custom fields.
3.14. Trello
• Feature/Setting: Card due date automation with Butler Power-Ups, triggering automated reminders to staff.
3.15. Calendly
• Feature/Setting: Automated session reminders send via built-in workflows and external email integration.
3.16. ClickSend
• Feature/Setting: Automate SMS/email reminders scheduled from CRM event trigger with ClickSend API.
3.17. Intercom
• Feature/Setting: Automated messages using targeted campaigns triggered after custom CRM events.
3.18. Shopify
• Feature/Setting: Automate post-purchase email/SMS reminders for maintenance using Shopify Flow triggers.
3.19. Google Sheets
• Feature/Setting: Script automated reminders using Google Apps Script, scheduling emails/SMS based on sheet data.
3.20. Freshdesk
• Feature/Setting: Automated ticket and reminder creation for maintenance sessions using Workflow Automator.
Benefits
4.2. Automatedly keeps client engagement active, maximizing retention and reducing churn.
4.3. Automation ensures personalized outreach at scale with minimal manual effort.
4.4. Automating follow-up builds client trust and loyalty by demonstrating proactive care.
4.5. Automator increases staff efficiency by replacing repetitive outreach with automated systems.
4.6. Automation offers data-driven insights into client return patterns and engagement effectiveness.