As long as you are keeping track of your client’s most recent appointment times, this kind of automated reminder email is quite easy to set up. Use a custom date field to record when their last appointment time was, then set up the email to be sent 3 months later (or whatever your recurring schedule is) to remind them that they are due for their next appointment.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
That isn’t to say that sales-y promotions couldn’t ever create results—as marketing “gurus” have proved. The results just aren’t as good as they could be. Take the biggest gurus’ results—the ones they boast about—and calculate their conversion rates. Often their marketing is comparatively ineffective. They just have massive volume, so the sales numbers are impressive.
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