🔵 General Communication
These are the fundamental "set and forget" automations that every business needs running in the background. They ensure your customers feel valued on their special days and that you never miss an opportunity to connect, even when you can't get to the phone.
Select a workflow below to view the setup guide:
1. Birthday SMS
Build relationships without lifting a finger. This workflow monitors your contact database and automatically triggers a message on the customer's birthday.
- The Goal: foster loyalty and personal connection.
- Strategy: You can send a simple "Happy Birthday" wish, or include a special discount/voucher to encourage a birthday visit.
- 👉 [How to Setup Birthday SMS Automations]
2. Missed Call Text Back
70% of callers hang up and call a competitor if their call isn't answered. This workflow stops that "lead leakage" immediately.
- The Trigger: A call comes in with a status of "Missed," "Busy," or "Voicemail."
- The Action: The system immediately sends an SMS: "Hi, this is [Business Name]. I saw we just missed your call—how can I help?"
- The Result: The conversation continues via text, keeping the customer engaged until your team is free.
- 👉 [Configuring the Missed Call Text Back]
3. TrustDrivenCare ClinicSync.io Most Used Custom Fields
Data is the fuel for your automations. We automatically update these custom fields on every contact record to track their history and value. You can use these to manually filter your contact lists (e.g., "Show me everyone who saw Dr. Smith") or to drive logic inside workflows.
Key Data Points We Track:
- Appointment Context:
Last Appointment Treatment Name,Visit Date, andStaff Member Name(Used to personalize follow-up messages). - Patient Value:
Total Number of VisitsandTotal Sales Collected(Used to identify and reward VIP clients). - Workflow Logic:
Upcoming Appointment ScheduledandLast Visit(Used by the Reactivation Controller to know when to stop messaging). - 👉 [Understanding ClinicSync Custom Fields]