Choose when to follow up and what to say
Set the trigger, vehicle scope and message for a reminder. Keep future service follow-ups separate from messages sent after a sale.
Reminder Rules walkthrough
Requires the vehicle module and management permission. WhatsApp API messages need provider setup and approved templates.
How to use it
- Open Reminder Rules and choose Add Rule.
- Enter a name, choose the trigger and select the vehicles it applies to.
- Set the timing, channel and cooldown where required.
- Write the message and check its placeholders and template status.
- Save the rule. Activate it when ready, then review the matching reminder or sale flow.
Choose what starts the rule
Select a sale, category or product trigger. Set the number of days for a later follow-up, or use a fixed date where that option is available.
Choose the vehicles and timing
Apply the rule to all vehicles or one customer vehicle. Use an available variant filter and cooldown to control repeated reminders.
Write and check the message
Use supported placeholders for the customer, vehicle and shop details. Keep the rule inactive while checking it. API messages need approved WhatsApp templates.
Know what happens next
Time-based rules create due items when evaluated. Staff then handle the due list. Immediate sale rules can send configured messages after a sale.