Automate client follow-ups that bring people back
Schedule birthday wishes, appointment reminders, and win-back messages,then let it run.
No credit card, Works without Slottick
Automation builder
Pick a trigger, choose who gets it, then write a template with variables.
Trigger
When should this message be sent?
This sends on each client’s birthday (if provided).
Audience
Who should receive it?
Sends to everyone in your list.
Message template
Use variables to personalize the message.
Tip: keep it short, friendly, and clear.
Preview
Subject
—
Message
Summary
Birthday
Privacy note
Only add clients who gave consent. Always include an opt-out in real campaigns.
How it works
- 1
Add clients (name, email, birthday, last visit).
- 2
Choose a trigger (birthday, reminder, X days since last visit).
- 3
Customize a template and schedule send time.
- 4
Automations run for you. Track what was sent.