This article will show you how to set up the automatic Welcome Email, which can help bring new clients to your Facebook page.
The Welcome Email is an automated email sent to new clients after paying for their first appointment. This email is a great way to welcome new clients to your business and also helps direct clients to your Facebook page and improve your social media presence.
The email will only be sent to clients with an email address stored on their Client Card.
Enabling and Customizing the Email
To get started, go to Marketing > Welcome Email.
Customize Your Welcome Email Content
You can customize your Welcome Email under the Email Editor tab.
You can use the Personalise option to add your Branch Logo when creating your template.
You can also quickly add a link to your Facebook page under Links > Facebook Link.
If you haven't uploaded your logo or specified the link for your Facebook page yet, you can do so under the Settings tab.
Uploading Your Logo & Adding Your Facebook URL
To upload your logo and add your Facebook URL, go to Settings.
The email will not be sent if you do not add your Facebook URL.
Enable & Save
Finally, enable the Send welcome email option and click Save changes to finish.
When is the Email Sent?
The Welcome Email is automatically sent to clients who have never visited before after they pay for their first appointment.
The email will also be sent to existing clients who have visited in the past as soon as an email address is added to their client profile if no email address was there before.
Email Not Sending?
The email will not be sent if the Facebook Link or Welcome Email Subject fields are blank.
The email will also not be sent to clients who do not have an email address on their profile at the time of their first purchase.