For lapsed clients who previously scheduled appointments but haven't rebooked in a while, you can create a reminder to encourage them to make a new booking.

After a designated period, evaluate whether they have scheduled an appointment. If they have, send a "Welcome Back" message along with an intake form, and tag them as "Converted/Recovered" to track returning clients. If they haven't booked yet, send another reminder. If no new bookings occur after a week, tag them as "No Further Booking" to identify clients who have not returned.

This strategy effectively boosts re-engagement and helps maintain an organized overview of client activity.

You can establish an advanced rebook reminder specifically for your daycare clients to encourage additional bookings. Begin by selecting a trigger based on completed appointments and wait for four weeks to check if they’ve scheduled any upcoming appointments.

For clients who have the tag < VIP Client > , upon successful booking, offer them discounts for future purchases and add the < Converted > tag to monitor their engagement. For clients without the < VIP Client > tag, if they book, also provide potential discounts for future visits.

If clients do not schedule any further appointments, mark them as < No More Attempts > to track their engagement status effectively. This approach not only enhances client retention but also fosters loyalty through personalized incentives.

For instance, when you choose the trigger < Client Created > specify that it applies to client groups with the filter < Client Created From 'Manual' or 'Call in/Text in' >, you can set up a subsequent step to automatically send a tailored message to the new client.

This message could include an intake form to collect important documents, such as pet vaccination records, agreements, or even prompts for booking their first appointment.

Similarly, maintaining up-to-date vaccine records for your pets is crucial for the health and safety of all animals in your care.

By establishing a trigger with a filter such as < Pet Vaccine Expired More Than X Days > , you can automate the collection of vaccine documents. This can be achieved by sending an automated message to clients when they schedule an appointment or based on a customized time frequency you've tailored with.

This proactive approach ensures compliance with vaccination requirements and enhances the safety of your pet care environment.

You can customize the client filter for the trigger, personalize the message content, or include an intake form to meet your specific needs.

Click on each workflow card to start editing the filter/wait time/message content

You can also enhance this workflow by adding steps like < Check Conditions >.

For example, if the client still has no upcoming appointments after the initial reminder, you can send another reminder message or assign a client tag after a time period.

Each Monty on 1st at 10 AM, the system will check for clients with the filter < 0 upcoming appointments >.

If a client has no upcoming appointments scheduled, the system will wait two days before sending a campaign message to prompt them to book.

This will repeatedly trigger the system filter and prompt to send messages to the same criteria clients daily, leading to unnecessary message duplication.

For instance, after a two-day delay, check if the client has zero upcoming appointments.

This will ensure the message will only be sent to the clients who are still under 0 upcoming appointment status.

By adding a condition check after each delay, if the client still falls under the same criteria after the initial message, the system will wait an additional five days before sending a follow-up reminder, and then another reminder after a further seven days.

In Moego, an automated flow is a feature that initiates a specific action or experience in response to a particular behavior or event. If you're familiar with other marketing tools, you may recognize automated flows as "automationcards" or "drip campaigns." These flows streamline communication and enhance user engagement by ensuring timely and relevant interactions.

You can utilize condition nodes (in Check Condition action) to divide a single flow into two distinct paths, offering personalized experiences for different customer groups.

Each conditional split is based on criteria you establish, allowing you to segment individuals according to their responses, data, or activities.

This targeted approach enhances engagement and ensures that customers receive the most relevant communications.

You can use advanced actions to add tags to customers based on their results within flows. Automatically updating client tags enhances your understanding of customer behavior and preferences.

Additionally, more advanced actions, such as deleting/changing client tags, updating client/pet information, etc., will be available in future updates!

Sorry currently the workflow feature does not support dragging action cards.

You can insert more steps between actions, but you have to delete and re-add to edit and change the step order.

The Workflow will count any sending message as a 2-way message, similar to mass text, it will be the number of recipients x SMS for each message content.