Post-booking reach-outs

Post-booking reach-outs apply only to the appointment promotion campaign type.

What is a post-booking reach-out?

A reach-out is an automated communication sent by GymOS. A post-booking reach-out is a communication sent by GymOS on a countdown basis to the marketing session that the lead has booked.

When a lead registers for an appointment promotion campaign, the post-registration reach-out process commences. When the lead completes the appointment booking step, the post-registration reach-outs conclude, and the post-booking reach-outs commence.

If a lead books a session later than the period of the commencement of the post-booking reach-outs, the reach-out scheduled prior to the one next due will be sent immediately upon completion of the booking process.

The post-booking reach-outs tab lists the current post-booking reach-outs configured for the campaign.

For each reach-out, the information displayed comprises:

• Name – the name given to the reach-out.
• Method – the method by which the communication is being sent (E.g. Email, SMS).
• Period prior to booking – The (approximate) period of time prior to the scheduled marketing session at which the communication will be sent.
• Actions, comprising:
  • – Edit the reach-out communication.
  • – Send a test copy of the communication to yourself.
  • – Delete the reach-out.

Adding a new post-booking reach-out

1. To add a new reach-out, click the Add Reach-out button. This will open the reach-out add/edit page, for which the initial view is shown below.

2. Provide a meaningful Name for the reach-out, which will help you identify the content at a later stage.
3. Select the Trigger time (before appointment) at which the communication should be sent. This time is approximately, but typically accurate to about 5 minutes, depending on transmission times.
   Important: Avoid setting any two reach-outs at exactly the same time. Set them 1 minute apart at the closest.
4. Select your desired Reach-out method. The page will refresh, with content relevant to the reach-out method you selected.
   • Standard email
     The message is sent as standard (non-immersive) GymOS email, using your default template.
   • SMS
     The message is sent solely as an SMS text message.
   • SMS or Standard Email
     If the lead has provided a mobile number, the SMS text message will be sent. If they haven’t, the email version will be sent.
   • SMS and Standard Email
     The lead will be sent both the SMS text message and the email content.
   • Immersive Email
     The lead will be sent an immersive email.
5. Complete the Email Subject, Email message content and SMS message content fields as appropriate and relevant for your choice. If you selected the Immersive Email option, select the colour palette choices and press the Edit Immersive Email button.
   
   Further information may be found in the Immersive Email Editor article.