There are tons of ways to use our new Email Automations feature. We’ve made it simple and easy to set up an automated email series by using one of our sample email series. The samples are designed to help you connect with your customers and encourage them to take action. You can use automated email reminders to encourage your clients to rebook you with the Scheduler, and make a payment on an invoice.

Automated email reminders take extra work out of managing your business so you can stay focused on other tasks. This new feature integrates seamlessly with our Invoicing and Scheduler tools. 

The applications are endless! You can also set up post-event or follow up emails to send 6 months or even a year after an appointment or payment. 

There are a number of email types to choose from, each with its own preset messages ready to be customized to fit your brand’s voice. They also automatically include useful auto-generated content. For instance, Scheduler emails include a link to add to a calendar and Invoicing emails include the invoice number, balance, and a link to make a payment.

If you want to send your own personalized message without the auto-generated content, you’ll want to use a General Message. This includes a space to add your own message, an option to include a clickable button. The button is a great way to choose where you want people to go next (e.g., a specific page on your website, a form, or even an event). 

In this article, we’ll cover some ways you can get creative with Email Automations and how you can use automated emails to create your own personalized funnels for your clients.