Automating Sales Triggers in Clientbook Retail

Here you can build and customize your followups after the sale. We can use specific categories that come over from your POS, and set different thresholds for things to be an auto message vs a reminder.

You can set specific follow-ups for purchases, reminders or auto-messages. We recommend at minimum 2 sales triggers, one for Bridal, and another a general jewelry purchase

You can name triggers to give your team an idea of what was happening to trigger the follow-ups after the sale.

We can set specifics on individual categories or groupings. Key note: If a customer purchases multiple items that would overlap multiple sales triggers (such as a semi-mount, Bracelets, repair) it would trigger that follow up.

We can set specifics on individual categories or groupings. Key note: If a customer purchases multiple items that would overlap multiple sales triggers (such as a semi-mount, Bracelets, repair) it would trigger that follow up.

You can select as many or as few as you would like.

You and view what the timeframe of what is following up.

A reminder creates a task to the associate

Message will send the message out to the customer at the predetermined time.

Repeating reminders I would only recommend for key reminders to repeatedly follow up with customers. A cleaning reminder is a common repeating reminder.

This will Turn on your automation or turn it off.

This will save everything, and if you turned on your automations activate it. If you built things and have the automations turned off this will save your progress

By clicking on the message next to the title below you can edit the language

The blue merge fields will pull in your clients name, Store name, and auto fill in your google review link