Product follow up automated messages are designed to send clients important information after a product, treatment or service has been provided.
Product follow up automated messages can be turned on for your clinic. Please contact support@digitalpractice.vet, who can action this for you.
Product follow up automated messages:
Are automated messages triggered from selected PMS invoiced product(s) or service/procedure codes.
Are sent to a client the same day or at a specified time in the future (max 8,640 hours / 360 days)
Are sent as per the Number of sends set for the Product follow up reminder flow. These are set as a default of unlimited. This can be changed to 'only once' per patient for ANY products setup if required.
Customisation
To set up product follow up automated messages, the following information is required to customise these reminders for your clinic:
The product SKU’s or or service/procedure codes from the PMS which should trigger a message.
If the message should send same day or a number of hours in the future.
The reminder message text.
Optionally:
If the message should be triggered every time ANY of the products are invoiced, or only be sent once for the lifetime of a given patient.
Add merge fields into the message body
Add media, either a PDF, image or video
Add a URL Link button
Add quick reply buttons
Add Snooze
Note: A clinic can have multiple different product follow-up message templates created and therefore can have any number of messages triggered by different products.
Product follow up automated messages also have standard native reminders functionality. For information, see: What are the standard functionalities across digital practice native reminders?