Automation Triggers

In this article, we break down and explain each individual trigger for your automated marketing SMS or Email

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The different triggers are:

First Visit Date: To be sent after the clients 1st Visit
Second Visit Date: To be sent after the clients 2nd Visit
Third Visit Date: To be sent after the clients 3rd Visit
Fourth Visit Date: To be sent after the clients 4th Visit
No Show Date: To be sent to the client once the "No Show" button is actioned on the appointment
Birthday: To be sent on the clients Birthday (Please Note: the day & month of birth must be completed on the client card)
Booking Reminder: To be sent to the client prior to their appointment as a reminder
Cashup Notification: To be sent complete with Cashup summary of the days transactions
Team Weekly stats Notification: To be sent with a weekly summary of the stylists performance
Team 4 Weekly stats Notification: To be sent with a 4 week summary of the stylists performance
Team Monthly stats Notification: To be sent with a monthly summary of the stylists performance
Salon Weekly stats Notification: To be sent with a weekly summary of the salon performance
Salon 4 Weekly stats Notification: To be sent with a 4 week summary of the salon performance
Salon Monthly stats Notification: To be sent with a monthly summary of the salon performance
An hour after checkout (GAS Only): To be sent asking the client to recommend new clients. Please see our GAS FAQ. GAS
An hour after checkout (salon spy): To be sent with a salon spy review link. Please note that the contents are provided from Salon Spy. Do not edit the message inside the SMS.
Recommend Friend Transaction Complete: To be sent advising the client has a promotion as they have recommended a new client. Please see our GAS FAQ. GAS
Appointment Confirmations: To be sent as soon as a booking has been made to confirm the appointment
Skin Test Reminder: To be sent to remind the client to rebook a skin test
Appointment Selected Not Booked: To be sent if the client has selected a service online but not booked it
Beauty Skin Test: To be sent to remind the client to rebook a skin test
Membership Renewal: To be sent to clients who have a membership number in their client card
An Hour After Checkout (General): To be sent an hour after checkout for every appointment
IQ Re-buy: To be sent to remind your clients to purchase their favorite products. Please see our online shop FAQ. Shop

Remember to use the Days and Run at time options, for example, if you set Days to -1 this will send the message 1 day prior to a clients appointment. If you set it to 3 days this will send it 3 days after the clients appointment.

If you have any questions regarding automated marketing please email help@saloniq.com or call 01892 280123 opt.1.