How to Set Up Automated Notifications for Inactive New Customers
Sometimes, people seem interested enough to sign up for an account with you, but then they don't take the next step to make a purchase or book a class.
Now, we can have an automated email go to them to encourage them to get involved and take classes!
From Manage > Passes > Automations, click Inctive New Customer.
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any details to make the customer feel comfortable taking the next steps to buy a pass or book a class with you!
You can add/edit:
A unique name for this email template
The subject for the email message
The body of the email message
Step 2: Define the Automation
Here, you'll:
Give a short name to help you ID this specific automation.
When should the automation begin? Select Enable if you'd like to start using the automation immediately or select Paused to save as a draft.
Set the number of days after signing up with no activity that will trigger the email automation
Click Save Automation to finish!
