customer follow up to schedule next visit

[embowes]

We have a membership that entitles customers to two visits per year. we were thinking of using the job completion survey to follow up and schedule customers for their next visit (roughly 6 months out), but its not realistic with the current template options. ideas on how to get ahead of future recurring services due?

[hdonalds · Accepted solution]

Hi @embowes - exactly what @Sheena_Palacios mentioned. Ideally your audience inclusions and exclusion filters would be as such:

• Inclusion Group:
  
  • Recurring Service: [Whatever name recurring service you want to target]
    
  • Recurring Service Event Date: Less than 4 weeks in the future
  • Recurring Service Event Status: Not attempted, Unreachable, Contacted
    
    
• Exclusion Group:
  • Recurring Service: [Same as above]
    
  • Recurring Service Event Date: Less than 4 weeks in the future
  • Recurring Service Event Status: Won, Dismissed, Job Scheduled, Job In Progress, Job Completed

You can be broad and general with language to fit it to ALL of your recurring services so that if a customer has any of the recurring services due, it'll make sense. OR you can be very specific and create a campaign per recurring service due so you can use specific language. You can then link them to your preferred method of booking such as your web scheduler so they can book the appointment. 

You can also do the above through SMS as well.

[Sheena_Palacios]

Hi @embowes -- depending on your configuration, there is a way to automate follow ups for recurring svcs. within marketing and sms text. You would create a campaign and audience to meet your specific needs and timeline.