Automation is the key to efficiency and consistency—especially when it comes to marketing.

Yes, you are better off sending some emails and texts as one-off campaigns (think monthly newsletters, event announcements, and schedule updates), but you can—and should—automate most of your day-to-day marketing communications.

The good news is Mindbody Marketing Suite helps you do both; easily build customized campaigns and send targeted automations to prospective and existing clients.

Which of your campaigns should you automate?

We looked at Marketing Suite usage data to see which four our customers sent most frequently last year.

Here’s the list—and how you can automate these messages, too.

1. Happy Birthday Automation

Recognizing client birthdays might seem like a small gesture, but it’s one that goes a long way to show you care. Keeping up with all these dates, however, is not easy.

Keep it simple for your team with a birthday email and/or text automation to wish each client well on their special day. Make the message especially fun to open by including a discount or freebie inside.

2. Welcome Automation

A client’s first impression of your business is everything.

Start things off right by welcoming them with a branded automation. This message should:

  • Include a friendly greeting
  • Thank them for their business
  • Highlight need-to-know details like what to wear, arrival time, parking, etc.
  • Show who you are as a brand (i.e., the email/text should align with your brand aesthetic and tone)

3. Text Opt-in Automation

Ninety-eight percent of marketing-related text messages are opened, which is significantly higher than email-marketing open rates. To see results, though, you need a robust subscriber list.

Use an automated email to encourage text message opt-ins, set expectations, and highlight the benefits of signing up.

Looking to send weekly text-spiration? Planning to send exclusive promotions and discounts via text? Tell recipients from the get-go so they know what content and frequency to expect.

4. Nurture Prospects Automation

Transitioning prospective customers into members shouldn’t be daunting or time-consuming.

Use an automated drip campaign to nurture prospects along the buyer’s journey—without adding email and text outreach to your to-do list.

When writing this automation, consider what prospective customers would be most interested in learning. For example:

  • What hesitations can you put to rest?
  • What FAQs can you answer?
  • What additional content/resources can you link out to?

Remember, your automations are part of your brand. Each email and text message should align with the vibe of your space, the energy of your team, and the customer service you provide.

Add these four automations to your email program to create a cohesive experience at each customer touchpoint—and experience the increase in revenue and retention that follows.

But first, get a demo.