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Welcome new clients with automated messages

Welcome new clients joining your business by reaching out to them with exclusive discounts. Learn how to set up automated messages to introduce new clients to your services, creating a positive relationship.

This guide covers: 

Getting started

Messaging automations can be used to engage with clients and celebrate their milestones, including when they first join. However, you can only use them when your online profile is published on Fresha’s marketplace. To get the most out of these messages, follow these steps:

NOTE: We've merged automated messages and auto campaigns into new messaging Automations. While your email auto campaigns will smoothly transition, you'll need to manually enable any existing text message auto campaigns.

Creating messages to welcome new clients

Build a positive relationship from the very first interaction by creating automated messages to welcome new clients who join your business: 

  1. Open Marketing and click on messaging Automations.
  2. Under Celebrate milestones, Enable the Welcome message so messages will be sent to clients one day after their very first sale. 
  3. Use the toggle to include a unique deal in the message, using a single-use discount code which can only be redeemed by the client who receives the message. 
  4. Set the discount value as a fixed rate or percentage. 
  5. Create a redeemable discount code. Each discount can be used once per client per campaign.
  6. Select which services the discount applies to or choose All services.
  7. Set an expiration date for the deal. Once this period passes, clients won't be able to use the deal anymore.
  8. Use the toggle next to the Email and Text to enable messages to be sent from these channels:


    - Text message:
    Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like.

    - Email: Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
  9. Click Save to activate the automation. 

TOP TIP: Create a memorable discount code for easy redemption for clients at checkout. They’ll need to be logged into the same account that the message was sent to. 

Editing automated messages

To change automated messages that celebrate milestones:

  1. Open Marketing and click on messaging Automations.
  2. Under Celebrate milestones, click on the three dots next to the automated message. 
  3. Select Edit, make the relevant changes, and Save.

Disabling automated messages

To switch off automated messages that celebrate milestones:

  1. Open Marketing and click on messaging Automations.
  2. Under Celebrate milestones, click on the three dots next to the automated message. 
  3. Select Edit and disable toggles next to the Text and Email channels.
  4. Save to apply the changes.

FAQs

Q. Can clients reuse the discount code from an automated message?
No, each discount code is for single use by each client per automated message campaign. For example, if a client receives the discount code ‘BIRTHDAY10’, they can only use it once. If they receive the same code again in the future, they can use it once more.


Q. Can someone else use the discount code sent to a client?
No, the discount code is specific to the client who received it. If someone else tries to use the discount code from their own account, it won't work. The discount code can only be used through the account attached to the email address and phone number it was sent to. 


Q. Can clients opt out of receiving messaging automations? 
Yes, clients can opt out of receiving marketing emails by clicking 'Unsubscribe' in the footer of each email. Unsubscribing will automatically disable the preference to accept marketing notifications in their client profile settings.


Q. What makes an effective welcome message for new clients?
An effective welcome message is personal, warm, and informative. It should include a thank you for choosing your services and a deal to encourage them to book again.

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