Follow Up Configuration
One of Autoflow's best features comes in the form of Follow Ups for a customer that has visited your shop. These messages are sent automatically after a customer visit has been closed in your Autoflow shop instance, and can be sent via either text message or email. Please note that any visit that was ONLY in an appointment status and then closed without being checked in will not be sent a follow up message.
There are three types of follow up messages you are able to configure for your shop, but please note that only one instance can be active at a time. To begin setting up the Follow Up message, you will need to ensure you are first signed in as an admin account for your shop. Once you are signed in, you will need to select the "Follow Up Setup" from the admin drop down menu.
This will bring you to the Follow Up page. See below for the different types of follow up message that are able to be sent via Autoflow.
1. STANDARD MESSAGE
The standard follow up message can be configured from the settings below. You will be able to set the follow up message itself and when the message will be sent after the visit is closed,
2. REVIEW LINK MESSAGE
The review link message can be used to send the customer a link to your review page of choice (Google, Facebook, Yelp, or Other) for the customer to leave a review. To do so, you will need to select the box(es) for which review site page you wish to send the customer. Next, you MUST include the link to your review page site. Once this is completed, you can begin configuring the message you wish to send to you customers.
The message for the follow up must contain {{REVIEW_LINK}} in its body in order to send the review link for your shop.
3. CUSTOMER SCORE MESSAGE
The customer score message is an option that is able to be selected from the main follow up message setup page. This option will automatically send the customer a request to rate your business on a scale of one to ten. You are able to configure messages based on three separate number groupings that the customer can response with, even including the review link mentioned above.
Now that you have your messages configured, you can look at the follow up queue page. This will allow you to view when a follow up message will be sent to the customer, whether the message will be text, email, or both, along with the specific customer in question.
It is important to note that if you need to re-open a previously closed visit before the follow up message has been sent, this will NOT remove the customer from the follow up queue. If you want to ensure the customer does not receive a follow up message after closing a visit or re-opening a visit before the follow up message has been sent, you will want to select the trash icon next to their name to remove from the queue entirely.
If you have a customer that does not wish to receive any follow up messages at all, you can configure their specific settings from their customer profile page. In the customer profile page, you will find two toggles under the "Notifications" section for follow ups, one for text messages and one for emails. These can both be turned on, turned off, or have one or the other on/off.
If you have any further questions in regards to your follow up messages, please do not hesitate to reach out to us.
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