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How to Set Up a Rebooking Reminder Campaign

Rebooking reminder campaigns help keep your clients engaged and encourage them to book appointments when they've been away for a while. Examples you can set up are: After Visiting and We Miss You. Follow this guide to configure both email and SMS campaigns effectively.

Steps to Set Up the "After Visiting" Campaign

This campaign targets clients who haven’t visited in six weeks and have no future appointments. It sends out daily at 9:00 AM.

Email Setup

  1. Access Messages:

  2. Customize the Email:

    • Logo or Display Image: Upload a business logo or a feature image.
    • Subject Line: Use a friendly reminder like:
      • "It’s Time to See You Again" (default)
      • "Did You Forget to Book?"
    • Email Body: Use or edit the default text to make it personalized and relevant to your business.
    • Add Features:
      • Include a Book Now button, Check-In button, or an exclusive offer.
    • Sign-Off: Add a professional closing that aligns with your brand.

  3. Test and Activate:

    • Preview the email and send a test to ensure accuracy.
    • Click the green button to activate the campaign. A green highlight will appear next to the email to confirm activation.

SMS Setup

  1. Configure SMS:

    • Decide whether to send an SMS:
      • Only when no email is present.
      • Alongside the email.
    • Keep messages under 138 characters.
    • Include your online booking link for convenience.

  2. Test and Activate:

    • Send a test SMS to check formatting.
    • Activate the campaign; a green dot will confirm it's live.

Steps to Set Up the "We Miss You" Campaign

This campaign targets clients who haven’t visited in 16 weeks and have no future appointments. It’s a firmer approach to re-engage lapsed clients.

Email Setup

  1. Customize the Email:

    • Use a subject line that emphasizes client value, such as "We Miss You!"
    • Include a personalized offer, linked to a discount code if applicable.
    • Add a Book Now button or a Check-In button for easy appointment booking.

  2. Test and Activate:

    • Preview the email, send a test, and activate the campaign.

SMS Setup

  1. Configure SMS:

    • Write a concise and friendly message emphasizing your offer.
    • Ensure the character count stays within 138 characters.
    • Include a link to your online booking system.

  2. Test and Activate:

    • Send a test SMS and activate the campaign.

Tips for Success

  • Personalization: Ensure the language reflects your brand and resonates with your clients.
  • Offers: Including a special discount or promotion can increase engagement.
  • Testing: Always send a test email or SMS to yourself to confirm accuracy.
  • Monitoring: Once activated, monitor your campaigns for effectiveness and adjust if necessary.