FAQ: Flows
Link copiedCan I book a call with the Mangomint team if I need help with flows?
Yes, you can book a 1:1 consultation call with our team if you need help with flows. We can help you create flows and learn more about using flows to drive more profit for your business.
Link copiedWhich clients are eligible to receive marketing flow messages?
Clients are eligible for marketing flow messages if any of the following are true:
The client has booked an appointment, completed a sale, or filled out a form within the last two years.
The client was previously subscribed to your marketing messages sent from another booking software or marketing platform (including our Mailchimp integration) and their previous subscriptions have been verified and approved by the Mangomint team.
In the client details, you can manage a client's message preferences.
Link copiedCan new clients opt in or out of marketing texts?
Once you register for a marketing phone number, new clients can opt in or out of marketing texts when they book an appointment via online booking.
Once you add a marketing phone number to your account, this toggle is required in your online booking and cannot be removed.
Link copiedCan clients reply to flow texts? Can I see which flow messages a client has received?
Yes, clients can reply to flow texts. You can use the Messages app to see a complete history of the flow messages a client has received.
Link copiedCan I manually remove a client from a flow run?
Yes, if a client hasn't completed a flow run yet, you can manually remove them from the flow run. This can be helpful if a client no longer wants to receive messages related to a flow.
Select the flow in the Flows app.
Select the Runs tab and select Cancel next to the client.
Link copiedHow does the time delay step work?
Time delay steps allow you to wait for a number of hours, days, or weeks before completing the next step in a flow.
For example, you may want to wait two days (48 hours) after a client completes their appointment before sending them a message.
Time delay steps include the following settings:
Wait until certain day of the week: Enable this toggle to select the days when you’d like to complete the next step. For example, you may prefer to send text messages Monday through Saturday when your business is open.
Wait until certain time of day: Enable this toggle to select the time when you’d like to complete the next step. For example, you may prefer to wait until 10 AM to start sending text messages to clients.
Keep in mind that your time delay may increase if you use the settings above.
For example, if you wait 3 days before sending a text, the client might not receive that text until 5 days later if the following is true:
The client completes their appointment on Monday at 1 PM.
Wait 3 days and wait until Saturday at 10 AM.
Send the client a text message. The client will receive this text message on Saturday at 10 AM (5 days later).
Link copiedWhat is the difference between Mangomint’s Flows app and other external automation apps such as Klaviyo?
The Flows app allows you to create and manage automated sequences directly in Mangomint—no integration or external app is required. The Flows app also offers pre-built flows that you can customize with your own messaging.
With the Flows app, you can build custom flows triggered by different events in Mangomint.
Trigger | Description | How you can filter this trigger |
|---|---|---|
Appointment completed | The flow will start when an appointment is completed on the calendar. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms |
Before appointment starts | The flow will start a set number of hours, days, or weeks before an appointment. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms |
Appointment booked | The flow will start when an appointment is booked on the calendar or through online booking. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms |
Appointment canceled | The flow will start when an appointment is canceled on the calendar or by the client. | • Staff member • Service • Service category • Location • Resource • Appointment note • Date • Has incomplete forms |
Membership started | The flow will start when a client’s first membership payment succeeds. | • Membership plan • Start date |
Membership canceled | The flow will start when a client's membership is canceled. | • Membership plan • Start date |
Form submitted | The flow will start when a form is submitted (including forms submitted for review). | • Form template |
Client birthday | The flow will start on or before the client’s birthday. | Choose to start the flow on or before the client’s birthday. |
Sale closed | The flow will start when a sale is closed. | • Amount • Date • Location • Product • Product category • Service • Service category |
Before membership credits expire | The flow will start a set number of days or weeks before a client's membership credits expire. | • Membership plan • Start date |
Before package credits expire | The flow will start a set number of days or weeks before a client's package credits expire. | • Package type |
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