GReminders Client Automations Guide
Overview
GReminders client automations are designed to put your client notifications and review scheduling on autopilot.
Getting Started
- Accessing Client Automations:
- Click on Bulk Sends under the Management menu.
- Note: Bulk sends are available to users subscribed to the GReminders Business Plan, and you will need to request access to this feature.
- Purpose of Bulk Sends:
- Bulk sends automate communications with existing clients or prospects who have given you permission to contact them by email or SMS.
Setting Up Automations
- Approval:
- Once approved to use the feature, click on New Bulk Send.
- Types of Automations:
- One-time Send: Runs once.
- Ongoing Automation: Runs continuously based on a set schedule.
Example Setup: Ongoing Automation
- Choosing a Purpose:
- General Notification: For birthday or anniversary wishes, or any other criteria.
- Request for an Appointment: Typically used for inviting clients to schedule quarterly or annual reviews.
- Communication Method:
- Choose to send the request by Email or SMS.
- Automation Name:
- Create an internal name for the automation.
- Determining Recipients:
- Import a list from a CSV file, send to internal users or employees, or link directly to your CRM (e.g., Redtail).
- Scheduling:
- Set the automation to send every 12 months on the first Monday at 8:00 a.m.
- Specify an end date, number of occurrences, or let it run continuously.
- Criteria for Recipients:
- Select criteria to determine who will receive the request.
- For example, select Redtail Tag Groups and specify the tag that will trigger the automation.
- Additional criteria can be included (e.g., clients in a specific category).
- Preview Contacts:
- Click on Preview Contacts to see a list of contacts that match your criteria.
- Directing Contacts:
- Direct contacts to the appropriate booking calendar (e.g., servicing advisor annual review booking calendar).
- Include a fallback option if no servicing advisor is associated with the contact record (e.g., a routing form to ask the client’s adviser).
- Message Editing:
- Edit the default message provided by GReminders, ensuring to leave the single-use link variable for tracking appointments.
- Ensuring Appointment Scheduling:
- Click on the Repeat Until Meeting is Booked checkbox.
- Indicate when and how many follow-up requests to send (e.g., every Monday for two weeks).
Monitoring Automations
- Activation and Status Check:
- Once activated, your automation will start.
- Check the status of your automations by selecting View Sent Log.
- Outcome Monitoring:
- Review the outcomes to see who has booked their appointment.
- Manually stop follow-ups if a client calls and books over the phone.
Put your client notifications and scheduling on autopilot with client automations from GReminders.