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Bringing clients back - three automatic messages that work without you

A message two days after the visit, a birthday greeting, and "we have not seen you in a while" after six months. How to enable them, what to set, and why nothing goes out during quiet hours.

BeeSection · · 3 min read
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A client who has not returned in three months is usually not offended. They forgot. Retention campaigns remind them of you at three moments when it is appropriate, with no administrator involved.

How to enable

Retention campaigns are a plugin, enabled in the company's plugins section. After enabling, three ready-made campaigns appear, all switched off. You switch on the ones you need after reading the texts.

The section is available on the Start plan and above.

Three campaign types

After the visit. A message N days after a completed visit. The ready template asks to rate the service two days later. Use this one carefully: if you already collect reviews after payment, two messages about the same thing are annoying.

Birthday. A greeting on the birthday or N days before it. The date comes from the client card; the year does not matter. One client gets a greeting no more than once a year.

Reactivation. A message to those whose last completed visit was more than N days ago. The ready template is set to six months. The system will not write to such a client again sooner than the set interval, 90 days by default.

Each campaign has one channel: SMS, email, WhatsApp or Viber. SMS and Viber need a connected provider; if there is no Viber provider, the message goes as SMS.

The text

You write the template. Placeholders work in it: the client's full name, first name, the service of the last visit, a rating link and a booking link. The booking link comes from the plugin settings: put the address of your online booking page there, and the "we have not seen you in a while" message ends with a button rather than a request to call.

When a message does not go out

Campaigns run every hour and do not write during quiet hours: by default 21:00 to 9:00 in your location's time. The message is not lost: the target is determined by date, and the next run after 9:00 sends it.

A client who unsubscribed from mailings gets nothing, and the log shows it as a refusal.

The log

Every sending attempt is recorded: to whom, through which channel, what text, success or not and why. The log shows how many people got the reactivation this month, and you can compare that with how many of them booked.

Where to start

Switch on reactivation. It is the only one of the three that brings bookings from people you have already forgotten. Set the delay to 60 to 90 days for haircuts and manicures, 180 for rare procedures, and write a text that ends with a booking link.

Tags: #Reminders
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