This automation leverages conditional filtering to identify client segments based on appointment visit activity, frequency, timing, and payment methods, automatically triggering personalized communications when specific criteria are met.
Number of Visits
A visit is counted once the appointment is settled up. Include all contacts who have:
Visit Quantity Condition
More than (or equal to) X visits
Less than (or equal to) X visits
Exactly X visits
Between (and including) X and Y visits
Time Frame Restriction
The number of visits must have occurred in the following time frame:
All time OR
Relative to today:
Exactly X days ago
Within the last X days
More than X days ago
Around specific dates:
Between (and including) two selected dates
On or after a selected date
On or before a selected date
Appointment Detail
Will search for visits for the following appointments:
Any appointment OR
Specific appointment(s) with sub-conditions:
Location (dropdown selection)
Appointment type (dropdown selection)
Staff member (dropdown selection)
Time range (between two time inputs)
Payment Method
Will search for visits where the following payment methods were used:
Any payment method OR
Specific payment method (with sub-conditions for method types)