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    Automatic Follow-ups

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    Club OS has released Automatic follow-ups! The below information goes into depth on what this feature will provide and how to get your automatic follow-ups set up to send out to clients.

    What are Automatic Follow-ups?

    The Club OS automatic follow-up feature enables clubs and their locations to send out SMS and email follow-ups automatically.

    How are Automatic Follow-ups set up?

    1. Navigate to your “My Club” tab and then to “Follow-Up Settings”.                                                          Screen_Shot_2018-05-21_at_4.03.42_PM.png
    2. Filter by Location.Screen_Shot_2018-06-11_at_9.18.54_AM.png
    3. Click on the “Call”, “Email”, “Text”, or “Script(+)” text which will appear underneath the contact boxes.                                                                                                                               Screen_Shot_2018-06-11_at_10.51.36_AM.png
    4. Set the Follow-up type to Automatic.                                                                                                   Screen_Shot_2018-06-14_at_11.35.41_AM.png

       a. Decide when the follow-up will be sent out. (*Recipients Local Time)

       b. Select the Preferred contact method (SMS or email).

       c. Select the Fall-back contact method (opposite from preferred method or none).

    5. Once a script is added for both methods, you can click on save and a clock icon will appear.Screen_Shot_2018-06-14_at_1.01.37_PM.pngScreen_Shot_2018-06-14_at_11.38.18_AM.png

    What happens if both methods fail?

    If both methods fail the system will convert the contact to a manual follow-up. The follow-up will then populate in the assigned follow-up person’s follow-up window.

    If the automatic follow-up goes into a manual follow-up, the follow-up must be completed first for the recipient to receive the next automatic follow-up.

    Automatic follow-ups will not function…..

    1. AUTO TEXT ONLY: recipients that are a “Referral” status
    2. For Unassigned follow-ups
    3. If the follow-up schedule has a “0” inputted.

    Keynotes

    1. Automatic follow-ups will not count towards your metrics/KPI.
    2. If the appointed automatic follow-up method(s) fail, the fail reason will be added as a note in the user's profile.
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