Auto-Followups

In HirePOS, you have the ability to automate the sending of follow-up emails based on specific criteria you set for your secondary email templates. This feature streamlines communication with your customers by ensuring timely and relevant emails are sent without manual intervention.

To set up automated follow-ups in HirePOS, follow these steps:

1. Go to Setup > Preferences > Email Templates/Settings.

2. Click on Other Email Templates and select an existing template.

3. Scroll to the bottom of the template and click on the CRM Followup Emails dropdown.

4. Select the Record type to which you want the system to send this template.

5. Choose the number of Days before or After a specific date and select the Date Filter you want to apply.

6. Click Save Changes.

For instance, you can configure an email for customers whose booking has a "Booked-From" date that is 7 days from the current date.

Once you have set up your templates with automation criteria, you can enable automation by following these steps:

1. Go to CRM > Auto-followups.

2. Initially, you will see emails that meet the criteria as of the current date, and automation will be disabled by default.

3. Visit the Followup Templates tab to view an overview of all active auto-follow-ups you have configured.

4. It is recommended to manually send emails for a period of time to ensure your criteria are correctly set before enabling automation.

5. Once confident in your settings, toggle the Manual/Automatic switch to turn on automation.

From that point onward, HirePOS will automatically send out your templates based on the criteria you have defined, enhancing your customer communication process.