Flow Message Types
When you add an email or text message to a flow, you need to select a message type for each message. You can select the non-marketing option or the marketing option.
Link copiedNon-marketing messages
If the message is a non-marketing message, select the non-marketing option (Appointment-related, Sale-related, etc).
Use this option if the message:
Is sent within 14 days of when the flow run started
Contains information related to the flow trigger (e.g. appointment-related information)
Non-marketing message type | Description |
|---|---|
Non-marketing texts | • Non-marketing texts will be sent from the same phone number as your automated text messages and Two-Way Texting. • If a client unsubscribes from one of these texts, they will also be unsubscribed from all appointment-related texts (booking confirmations, appointment reminders, etc). |
Non-marketing emails | • Non-marketing emails will be sent from the same email address as your email campaigns. Your email address from Apps > Settings > Business Setup > Locations will be used as the reply-to address. • If a client unsubscribes from one of these emails, they will also be unsubscribed from all appointment-related emails (booking confirmations, appointment reminders, etc). |
You can manage a client’s message preferences in their client details. Clients must have Appointment related messages enabled in their client details to receive non-marketing messages sent via a flow.
Link copiedMarketing messages
If the message is a marketing message, select the Marketing option.
Use this option if the message:
Is sent more than 14 days after the flow run started (even if the message is appointment or sale-related)
Contains marketing information (e.g. special offers or promotions)
Marketing message type | Description |
|---|---|
Marketing texts | Marketing texts will be sent from your marketing phone number. You will need to register for this phone number. By using a marketing phone number, you will ensure that if a client unsubscribes, they will only be unsubscribed from marketing texts and not appointment-related texts (booking confirmations, appointment reminders, etc). |
Marketing emails | • Marketing emails will be sent from the same email address as your email campaigns. Your email address from Apps > Settings > Business Setup > Locations will be used as the reply-to address. • If a client unsubscribes from one of these emails, they will be unsubscribed from all marketing flow emails and email campaigns. |
You can manage a client’s message preferences in their client details. Clients must have Marketing messages enabled in their client details to receive marketing messages sent via a flow.
Link copiedMerge tags
You can add merge tags to non-marketing and marketing flow messages, including:
Business name: Add your business name to the message. If you have multiple locations, this merge tag does not include the location name.
Phone number: Add your phone number to the message. This merge tag uses the phone number for the location of the appointment, sale, or membership that triggered the flow.
Online booking link: Add your online booking link to the message. If you have multiple locations enabled for online booking, this merge tag is not location-specific.
Custom merge tags: When creating form templates, you can enable the Available in flows toggle for specific form fields to use those responses as merge tags with the Form submitted trigger, as shown below. Learn more about using form responses with flows.
The available merge tags vary depending on which flow trigger is being used.
The table below outlines all the available merge tags for each flow trigger.
Trigger | Merge tags for texts & emails |
|---|---|
• Appointment completed • Before appointment starts • Appointment booked • Appointment canceled | Appointment merge tags: • Service name(s) • Staff member(s) • Date • Time • Forms link • Appointment info block (flow emails only) Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link |
• Membership started • Membership canceled • Before membership credits expire | Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link Membership merge tags: • Membership name • Credits remaining • Credits expiration date |
Form submitted | Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link Form merge tags: • Form name • Learn how to set up a form field to use as a custom merge tag. |
Client birthday | Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link |
Sale closed | Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link Sale merge tags: • Amount • Date |
Before package credits expire | Client merge tags: • First name • Last name Business merge tags: • Business name • Phone number • Online booking link Package merge tags: • Package name • Package credits remaining • Package expiration date |
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