Opus1.io offers the capability to send automated follow-up emails to your clients. This feature streamlines the communication process and allows you to provide timely follow-up information or requests to your clients.
Opus1.io supports sending automated follow-up emails.
Once your follow-up email template is ready and automated follow-ups are enabled, Opus1.io will send a follow-up email once attendance has been taken for an event of the corresponding service.
Note: currently, automated follow-ups are supported only for appointment-based services.
Note: this setting can be configured using batch-update for services.
Setting Up Automated Follow-Ups
Navigate to the Services page and click Update on the service for which you wish to enable automated follow-ups, then navigate to the Email Templates tab.
Click the Edit button (the pencil icon) and scroll down.
Toggle on Send Follow-up email.
Then, provide a Follow-up email template.
Finally, click Update Service to save your changes.
Note: when both automated follow-ups and automated conversions are enabled, the follow-up email will be sent if and only if Opus1.io cannot send an automated conversion email (because of teacher unavailability, etc).
Once attendance is taken, a follow-up email using the Send follow-up email template and styled with your business' branding will be sent to the client and their account managers:
