Welcome Campaign – First Service Order Created

Welcome Campaign – First Service Order Created

🎉 Welcome Campaign – First Service Order Created

Send an automatic welcome message to new customers after their first order or appointment. It’s the perfect moment to thank them, introduce loyalty programs, and encourage their next booking.

What it does

  • Triggers automatically when a customer completes their first order or appointment.
  • Sends a thank-you message via text or email.
  • Encourages them to book again or explore add-ons and memberships.

Why it works

  • Creates a positive first impression that strengthens loyalty.
  • Promotes rebooking before they forget their experience.
  • Sets up long-term engagement opportunities (loyalty, referrals, add-ons).
Placeholders:
%CustomerFirstName% → Customer’s first name  •  %CompanyName% → Business name  •  %DiscountCode% → Text code (for SMS)  •  %DiscountBarcode% → Scannable code (for email)

Step 1 — Basics

  1. Go to Marketing → Add Campaign.
  2. Name it (e.g., Welcome – First Visit Thank You).

Step 2 — Message & setup

  1. Send type: Automated
  2. Send criteria: First service order created
  3. Campaign type: Text
  4. Offer (discount): Select a welcome promo (e.g., $5 off next service or 10% off add-ons).
  5. Recipients: Main contacts/parents
  6. Subject: Welcome to %CompanyName%! We’re so glad you’re here
  7. Sample SMS content:
    Hi %CustomerFirstName%, welcome to %CompanyName%!
    We’re thrilled you chose us for your first visit.
    Enjoy a special offer next time — use %DiscountCode%.
    Thank you for joining our community!
Note: SMS messages include discount codes only. Email campaigns can display a %DiscountBarcode% for in-store scanning.

Step 3 — Schedule & audience

  1. Set Start date and Send time (e.g., 3:00 AM).
  2. This campaign targets all new customers upon their first order creation.

Step 4 — Preview & launch

  1. Preview message and merge fields.
  2. Send a test message to verify formatting.
  3. Click Save to activate.

Best practices

  • Keep it personal and warm. This is their first impression after purchase.
  • Encourage a next step. Suggest add-ons, loyalty sign-up, or booking their next service.
  • Be consistent. Use the same tone as your other automated campaigns for brand continuity.
Pro tip: Pair this with a “Review Request” campaign a few days later to collect feedback from new customers.
Need help? Contact Franpos Support and mention: “Welcome Trigger.”

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