Set up your automatic follow up message with a simple thank you text, or a build out a well crafted multi-link review page.
Step 1:
Two ways to access the setup page
2.) From Workflow Setup
- Scroll past the status setup section
- Click the link under “Followup Message Setup”
- Located above the appointment text customization fields
Step 2:
Choose your preferred follow up
Option 1: Message (default)
- This format simply sends a thank you text
- You can paste a review link in the main body of text if you wish
- That’s it, your’re all set!
Option 2: Multi-Linked Review Page
- This option automatically generated a {{REVIEW_LINK}} which will auto-generate a link to your review page
- You can now link review sites for Google, Facebook, Yelp, or any other link to a custom review page
- You MUST provide the URL for each site appropriately. Autoflow does NOT retrieve your links for you! Be sure to test your links in step 3!
- This option also includes a preview and test function with additional customization options for your page.
Step 3:
Customize your Review Page
Customize Your Review Page
- Create a title or header
- Type out your sub message
- Enter a footer (if desired)
- Enter a team photo (if desired)
- Click Save & Reload Preview to see your changes
- Note: The header format is identical to Autoflow DVI report for consistency across the visit.
- Test your message and your links by texting a sample to yourself or your team!
Queue Management
Control the flow of your followup
Review your follow up queue
- Options to skip the follow up for clients exist here, with information on when the follow up batch will be released
- You can also review skipped customers and re-approve them from the “skipped” tab
- Review previously sent follow ups
Need additional Help or have questions?
Contact Support – support@Autoflow.com, Or contact us by using the Support menu in Autoflow
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