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.
Related Articles
Update the ATMe adapter to work with a different labor category in R.O. Writer.
If your shop uses a different labor category other than "AAA" for a customer concern and you want to be able to pull that information over to match how you enter it in from R.O. Writer, follow these steps! 1. First, to determine the labor category ...How To Setup Service Reminders
Autoflow is now capable of setting up automatic and manual service reminders for your customers! To get started with setting up your service reminders, please read the following. 1. Make sure you are signed in as an admin. 2. From the admin drop down ...Protractor - Configuring Inspection Results For DVI Insert
This process must be done while logged into Protractor as an admin level account In Protractor select the Settings from the primary Home menu Navigate to the Inspection Results category, easily found by searching for 'Inspection' The Code and Labels ...Workflow Setup - Tekmetric - Default Labels
When using default label integration with Tekmetric, you are able to select the active statuses to synchronize with the labels used in Tekmetric's basic configuration. To first access this page you will need to be logged into autoflow using an admin ...How to Turn OFF/ON Ability to Add DVI Completion Time to WO
If you are wanting to turn off the option that pushes the DVI completion time to the WO you are currently working on, please follow these steps: 1. Make sure you are signed in as an admin. 2. From the admin drop down menu, go to the "DVI Setup" page. ...