Setting an X month reminder automation

You can send a message to any customers who has not come in for service after a certain amount of time. 

  • Click on the automation tab  on the left side of your screen.
  • Click on New automation on the top left corner of your screen.

Choose name

  • Choose the name of your automation: 6 months reminder.
  • Click on After an event.
  • Click on Next.

Assign replies

  • Choose the user you want to assign the automation responses to. 
  • Click on Next.

Target customers

Rule one

Set the rules to target the right audience of customers to receive the 6 months reminder message. 

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 180 days ago, for a 6 months reminder.
  • Click on Add sub-rule.

You also need to a sub-rules in order to send your automation once per week, on the day of your choice, and include all the customers who had a appointment 6 months ago during that week.

Sub-rule 1

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 179 days ago.
  • Click on Add sub-rule.

Sub-rule 2

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 178 days ago.
  • Click on Add sub-rule.

Sub-rule 3

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 177 days ago.
  • Click on Add sub-rule.

Sub-rule 4

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 176 days ago.
  • Click on Add sub-rule.

Sub-rule 5

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 175 days ago.
  • Click on Add sub-rule.

Sub-rule 6

  • Select the category of your automation: Repair order closed.
  • Select the attribute: Last time.
  • Select the operator: Exactly.
  • Enter a value: 174 days ago.
  • Click on Add sub-rule.

Rule two

In order to target the right customers, and mostly to rule out any customer's vehicle that may be in service or that the work order is not closed your, you need to add this rule.

  • Click on Add new rule in your automation. 
  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 180 days ago, for a 6 months reminder. 
  • Click on Add sub-rule.

Sub-rule 1

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 179 days ago.
  • Click on Add sub-rule.

Sub-rule 2

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 178 days ago.
  • Click on Add sub-rule.

Sub-rule 3

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 177 days ago.
  • Click on Add sub-rule.

Sub-rule 4

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 176 days ago.
  • Click on Add sub-rule.

Sub-rule 5

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 175 days ago.
  • Click on Add sub-rule.

Sub-rule 6

  • Select the category of your automation: Appointment.
  • Select the attribute: Last one.
  • Select the operator: More than.
  • Enter a value: 174 days ago.

Rule three

And finally, if you are not setting prebooked appointments, you should set up this rule to make sure that the customers contacted by your automation do not have any planned appointments in the future.

  • Click on Add new rule in your automation. 
  • Select the category of your automation: Appointment
  • Select the attribute: Next one.
  • Select the operator: Does not exist. 

Create message

  • Write the message you want to send with your automation. Here are a few examples of reminder messages that you can send to your customers. 
  • You will see a preview of your message and you can send a test to the number you want in order to see how your message and/or image will appear on a mobile phone. 
    • To send a test message to the number you want, Click on the Send test message to... box.
    • Enter a valid cell phone number. 
    • Click on Test now
    • Go to the mobile phone you sent a test message to. 
    • Open your text message inbox and you will see the test message.
    • Click on Next.

Set delivery time

  • Set up the date and time you wish your automation to be sent at. Your automation can be sent once per week, according the the rules set to include a week in your remidner, at the time of your choice or every time a customer matches the rules for your automation.
  • Click on Create automation

Throughout the whole set up, you can go back to each step before saving your automation.

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