A mandatory item is campaign analysis

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The image below shows the automation of the remarketing funnel stages and the business process scenario of a dental clinic “-30% on professional hygiene for patients who visited the clinic more than 3 months ago”, its goal is to increase conversion and LTV.

Please note that business processes are first built and only then automated.

So, the diagram shows how robots and triggers can be used to automate each stage of the funnel based on the patient’s response, including both immediate and delayed processes.

Among the instant ones, for example, registration for a service, a recorded refusal (cancellation of registration), disabling the reminder when registering after the first message.

Deferred processes include constantly benin consumer email list updating the remarketing list, launching mailings at a specified frequency, reminding patients about their visit, and requesting feedback.

: after the activity is completed, the CRM collects data to evaluate the effectiveness, notifies those responsible that the report is ready and they can start working and making adjustments (if necessary).