Click into Marketing >Automation
Select "Create Automation"
You can also see the list of our amazing pre-made Automations to get you started here!
Add a trigger - you can always change this later in the builder step, if you change your mind!
New client added: A new client was added into your Arketa account
Client purchased pricing option: Client completed check out and a pricing option was purchased. Under this trigger you can choose which pricing options are included in this workflow.
First class booked: When a client books their first class with you!
Checked into first class: After a client is checked into their first class
Class booked: A class is booked in Arketa
Milestone reached: A client has reached a Milestone with your business
Subscription canceled: A client canceled their subscription
Added user tag: A tag was put on a client's account
Client has made no recent purchases: You can set a custom amount of days to trigger an automation to a client if they haven't purchased anything with your business
Client has made no recent bookings: You can set a custom amount of days to trigger an automation to a client if they haven't booked any classes, privates, etc with your business
Client has made no recent purchases or bookings: You can set a custom amount of days to trigger an automation to a client if they haven't purchased OR booked anything with your business
Optional: Set a goal to track success
Click on "+" to add an action - email, SMS, Task, or Time Delay
You can see more about each action here!
Set Active 🥳
Note: You must have the Arketa Marketing Suite to use this feature. Please live chat us to learn more!