Flows Basics
Flows can help you accomplish different tasks and goals automatically.
For example, you can use a flow to:
Send rebooking reminders to clients after a certain amount of time
Send pre and post-appointment instructions to clients based on the appointment service
Send internal messages to staff members when specific events occur such as a form submission or a large transaction
In the following example, when a client has completed 2 facial appointments, they will receive a text promoting a facial membership.
Flows are highly flexible and can be customized to your unique business needs.
The basic building blocks of a flow include:
Trigger: Triggers are the events in Mangomint that cause a flow to start.
Conditions: Conditional steps allow you to filter based on different criteria such as client tags and previous appointments.
Actions: Actions include sending emails and text messages, or waiting a certain amount of time before completing the next step in the flow.
Link copiedHow the Flows app can work with other Mangomint apps
The table below provides a few examples of how the Flows app can work with other Mangomint apps.
Mangomint apps | How these apps can work together | Example flow |
|---|---|---|
Flows + Sales | Send rebooking reminders to clients and cross-sell services. | When a client completes a Botox treatment, send the client a rebooking reminder in two months. After one week, if the client still hasn’t rebooked, send the client a text to cross-sell services such as dermal fillers. |
Flows + Sales | Send review requests to frequent clients. | When a client completes at least 3 appointments, send the client a text with a link to leave a review (e.g. Google reviews). |
Flows + Calendar | Send pre and post-appointment instructions (prep and aftercare) to clients based on appointment service. | Two days before a client’s waxing or sugaring appointment, send the client pre-care instructions to help them prepare for their appointment. When a client completes a spray tan appointment, send the client post-care instructions. |
Flows + Calendar | Re-engage clients if their appointment is canceled. | When a client's appointment is canceled, send the client a text reminding them to rebook their canceled appointment. |
Flows + Memberships | Upsell a membership to a client based on the client’s sales history. | When a client completes 2 massage appointments, send the client a text to let them know a massage membership is available to purchase. |
Flows + Packages | Upsell a package to a client based on the client’s sales history. | When a client completes a haircut & color appointment, send the client an email to let them know a haircut & color package is available to purchase. |
Flows + Products | Follow-up with clients who purchased specific products. | When a client purchases a specific product, send the client a text the next day to remind them how to use the product. After three weeks, send the client another text reminding them to repurchase if their product is running low. |
Flows + Gift Cards | Promote a gift card to a client based on the client’s sales history. | When a client completes a sale of at least $100, wait one week, then send the client a text with a link to your gift card promotion where they can purchase a $100 gift card for only $75. |
Flows + Integrated Forms | Send an email to a specific email address when a form is submitted for approval. | When a staff member submits a form that requires approval, send an email to the reviewer who is required to approve the form. |
The Flows app can also be used in addition to the Email Campaigns app and your automated messages from the Settings app.
Learn more about building and activating a flow.
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