Set up Automation

Bridal retailer with bridesmaid

1. Create SMS message templates

Create the following five SMS messages. Replace [shop name] with your shop name. If you have a booking page for appointments, insert the url at [booking URL] If not, insert the shop phone number.

For/Source: Prospect
Description: Prospect followup

Thank you for visiting [shop name]! Book your appointment today to continue your journey [bridal appointment booking URL]

For/Source: Customer
Description: Pickup bridal ready

Hello BrideFirst. Your PickupDescription is ready for pickup. Balance of CBalance is due at pickup. [bridal pickup appointment URL]

For/Source: Customer
Description: Pickup non-bridal ready

Hello BrideFirst. Your PickupDescription is ready for pickup. Balance of CBalance is due at pickup. [non-bridal pickup appointment URL]

For/Source: Customer
Description: Bridal followup book BM

Now that you have your dream dress, book your bridesmaid appointment. [bridesmaid appointment URL]

For/Source: Customer
Description: Bridal followup book formalwear

Now that you have your dream dress, book your formalwear appointment. [formalwear appointment URL]

2. Create automation triggers

Trigger: A new prospect is saved

Name: Prospect 1 day after
Days after create: 1

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Bride
SMS to send: Prospect followup

Trigger: A new prospect is saved

Name: Prospect 1 week after
Days after create: 7

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Bride
SMS to send: Prospect followup

Trigger: A sale is saved

Name: Bridal sale, BM appt request
Days after create: 7
Category: [wedding gown category]
Event types: Wedding
Role: Bride

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Customer
SMS to send: Bridal followup book BM

Trigger: A sale is saved

Name: Bridal sale, Formalwear appt request
Days after create: 10
Category: [wedding gown category]
Event types: Wedding
Role: Bride

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Customer
SMS to send: Bridal followup book formalwear

Trigger: A pickup inventory item gets a scheduled notification date

Name: Pickup bridal ready
Days after create: 0
Category: [wedding gown category]

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Customer
SMS to send: Pickup bridal ready

Trigger: A pickup inventory item gets a scheduled notification date

Name: Pickup non-bridal ready
Days after create: 0
Category: [categories except bridal]

Actions:
Action: Send SMS
Using: ProfitSystem
after: 0 days
send to: Customer
SMS to send: Pickup non-bridal ready Bridal sale, send SMS customer "Bridal followup book BM"