Sales Triggers are a robust automation tool designed for accounts integrated with a point of sale system. By syncing sales data from your point of sale into Clientbook, you unlock the ability to automate actions based on these sales. With Sales Triggers, you can specify sale types and price thresholds that trigger an automated sequence. This automation can include sending automated messages to your clients and/or generating reminders for your associates to complete specific tasks. Below is a guide on how to set these up:
First, click Setup at the top
Second, click Sales, followed by Sales Triggers
Once you've done that, you can click any of the categories (indicated by the arrow) to edit an existing sales trigger, or you can select Add trigger.
Adding a new sales trigger:
First, name the sales trigger. (Ex: Timepiece purchase)
Second, select the appropriate categories that would fall under your trigger:
(If it were a bridal purchase, I'd check all the boxes that fit within a bridal sale)
Click done
Third, you want to select the price parameters.
Say on some purchases under X dollars you want to just send a thank you but on similar purchases above X dollars, you'd like to add some additional outreach
*This is not required, but it's helpful to further personalize your outreach*
Lastly, add the actions you'd like to be triggered and create your cadence.
Click Add action (bell icon indicates a reminder and the message icon is an automated message)
Similar to life events, you can then select the schedule in which you want that action to be triggered.
Once all steps are completed and your outreach cadence is set up, you can hit Save.
If you'd like to edit any of your automated messages on sales triggers, this is how you can do it:
Click on any of the action Titles indicated by the arrow
Then you can edit the message:
As always, make sure to hit the Save button to keep the changes!