The hours after a first visit are when a one-off becomes a regular - or doesn't. This automation sends a warm thank-you that evening, while the visit is still fresh.
When it sends
The evening after someone's very first completed visit with you. Once per customer, ever - there's only one first visit.
Good to know
- It relies on visits being marked completed - the close-out habit is what tells it a first visit happened.
- This is a lovely one for Automatic: every new customer gets the same warm landing without anyone remembering to send it.