MoeGo Workflow - New Solution To Automate Your Daily Tasks

The Automated Workflow Feature is a comprehensive engagement tool designed for businesses to enhance customer engagement and streamline operations. By customizing behavioral insights, this feature allows you to automate routine tasks, improving efficiency and customer interactions. 

With customizable templates, you can easily set up automated processes like scheduling intake forms for new clients and sending follow-up reminders to prompt appointment bookings. This simplifies daily operations and elevates the customer experience, making it an essential asset for your business.

Navigate To Workflow

💻 Desktop

Workflow is only available to set up on the desktop version.

Click on < Workflow > in the navigation bar. You'll be navigated to the workflow main page where you can start a workflow or view your existing workflows.

When building a workflow, you have the option to begin with a pre-designed template or create one from scratch. Using a template can save time and provide a structured foundation, while starting from scratch allows for complete customization to fit your specific needs.

Create Workflow

Step 1: Get started

• Click on < Create Workflow > in the navigation bar.
• Under Create from scratch: Click on < Start > to start building your own workflow

• On this page, you can rename this workflow by clicking on < Template Name >.

• Or click on < Grid Icon >, and you can edit workflow names and descriptions.

Step 2: Workflow Trigger

A "Trigger" is an event or condition that initiates the workflow process. When the specified trigger you've set up occurs, it prompts the system to execute the set of actions or tasks automatically.

You will need to add a trigger by clicking on < Add Trigger > to start your workflow:

• Select an appropriate trigger that is suitable for your workflow target users

Type 1: Filter-Based Trigger

Set up a Filter-Based Trigger to automatically activate the workflow at your desired frequency—daily, weekly, or monthly—by selecting a specific client group filter. The system will run the filter at the scheduled time, ensuring that your workflows target the right clients exactly when you want to engage with them.

1. Set up your Criteria: Select the target client group by combining different client filter

• Click on < Select Criteria > to start filtering client group
• For example: select <Pet vaccines expired 'more than 1 day ago'>,

2. Set up frequency: How often the system should check the criteria to activate your workflow

• Set up with check criteria <Daily/Weekly/Monthly> depending on the frequency you'd prefer
• For example: select <Check Weekly on Monday at 9 AM>
• For example: select <Check Monthly on 25th at 10 AM>
• Note: If you've selected <Monthly on 31st>, the event shifts to the month's last day for months without a 31st.

Estimate number of recipients:

You can view the generated list of recipients based on the filter criteria you've selected, which will give you an indication of the total number of recipients you'll be targeting.

Type 2: Action Based Trigger

Activate workflows automatically when clients perform specific actions, such as creating an appointment, creating a client profile, or finishing an appointment, etc. You can also add filters as additional criteria to tailor the trigger to your needs, ensuring that the right workflows are initiated based on the actions that matter most.

1. Select a specific action: The specific action when you like to start the workflow

• Select < Action-based Trigger >
• Select an action like: < Client Created >, < Appointment Cancel >, < Online booking request submitted >, etc.

2. Select Specific client & pet profile (optional): Narrow down the specific client & pet group to ensure the workflow only starts when actions occur for this particular group of clients.

• Toggle on < Specfic client & pet profile >
• Click on < Select Criteria >
• For example, after you select action < Client created >, select filter < Client Created From 'Manual', 'Call in/Text in' >

Step 3: Workflow Step Configuration

Customizing your workflow configuration allows you to streamline daily tasks, enhancing the experience for both your staff and clients. With various options available, you can automate routine actions and ensure nothing falls through the cracks.

Customize Your Workflow Configuration

• Click on < Add Action > to add your workflow action

• Hover to the bottom of your action card, click on the <+> button to add more actions

1.Schedule

This option allows you to introduce a delay before moving on to the next step in your workflow. Whether you want to give your team time to prepare for the next task or ensure a follow-up occurs after a client interaction, scheduling can help manage the pace of your operations.

• Click on <Schedule>
• Select wait for <number of Hour/Day/Week/Month> After the previous action is completed
• Select <Save> to proceed

2.Send SMS Message to Client

Communication is essential in the grooming business. This feature enables you to automatically send personalized messages to clients. Whether it's reminders, updates, or important information, you can ensure that your clients are always in the loop.

• Click on <Send SMS Message> After the previous action is completed
• Click on the message box to begin creating your personalized message templates.
• Insert placeholder by clicking on the <placeholder> like <Date and time>, <Submit intake form>, etc
• Click on <Save> to proceed

Messages Type:

Message type classified as <Notification> or <Campaign> to ensure essential updates reach users reliably, while campaign messages respect user preferences with controlled frequency

• Notification: Non-marketing messages, there are no restrictions on the message sending frequency.
• Campaign: Limit the number of messages sent to clients based on the frequency setting:
  • Go to the Workflow main page
  • Click on <Setting>
  • Set up message frequency limitation: eg. send up to 2 campaign messages per client within 1 week

To prevent message fatigue and minimize unsubscribes, it's essential to manage how frequently users receive communications. By setting up a limit on message frequency, you can ensure that clients receive a balanced number of campaigns over time, reducing disruptions and helping to maintain their interest. This setting empowers you to effectively strategize your campaign messaging for a more engaging client experience.

3.Send Email Message

This feature enables you to automatically send personalized emails to your clients. You can easily set up your email campaigns to reach specific groups of clients or trigger the email based on particular actions, all for marketing or reminder purposes.

• Select an <Email Template> or <Start From Scratch> to begin with
• Choose your preferred message type: <Notification> or <Campaign>
• Begin crafting your email content (More instructions can be found in Marketing Campaign Step 2)
• Click on <Save> to proceed

4.Condition Check

Create conditions based on specific customer profile properties or behaviors. This allows you to tailor your workflows to meet the unique needs of different clients, ensuring that every interaction is relevant and targeted.

Action 1. Condition Check

Type 1: Client & Pet Filter Condition Check: Configure the condition using client and pet filters as your criteria

• Click on <Select Criteria> to choose the Client Filter you want to use for the condition check.
• For example: Select <Upcoming appointments >=1 >
• Click on Confirm> Save to save your condition check

Type 2: Action Respond Check: Configure the condition based on client action

• Select on <Action Respond Check>
• Select Action <Intake Form Submit Success>
• Note: Currently, <Intake Form Submit Success> is the only availble option. More options will be added in future product updates
• Click on Confirm> Save to save your condition check

Action 2. Check Condition Following Event

Condition 1 - Then: When the client meets the filter criteria or completes the specified action, proceed to the next customized step.

• For example, you can add a client tag, such as "Loyal Client" when the condition is met (e.g., the client has more than 1 upcoming appointment).
• Alternatively, you can choose to leave the next step blank if needed.

Condition 2 - Otherwise: When the client does not meet the filter criteria or has not completed the specified action, proceed to the next customized step.

• For instance, you can set up a step to send a recovery message encouraging the client to book an appointment when the condition is not met (e.g., when the client has no upcoming appointments).

5.Advanced Action

Advanced action provides you actions to mass 1)mark group clients with client tags, 2)delete client tags, or 3)change client tags.

• You can select a client tag and mark/delete/change for specific client groups with the tag in the previous step

• For instance, similar to the previous example, if a client doesn't meet certain conditions (Otherwise)—such as having less than one upcoming appointment scheduled, or if they haven't responded to your message after an extended period of several months—you can utilize advanced actions to add a client tag, such as "No Response" or "Inactive Client". This helps you easily manage and categorize your clients based on their engagement levels.

Step 4: Activate Workflow

• Save your workflow by clicking on < Activate flow >
• Edit your < Workflow Name > and < Description >
• Click on < Continue to Activate > to proceed with saving your workflow
• Once the notice < Save and Activate Success > appears, the workflow has been activated successfully
• Note: Please make sure the workflow ends at an action node or advanced action node before activating it.

Step 5: Manage workflow

Check Workflow Performance

Part 1. Workflow Overview

• On Workflow Home page, you can manage and check the overall performance data
• Last trigger time: This indicates the most recent date and time the workflow was activated.
• Schedule: This refers to the type of workflow schedule you've established, which can be categorized as either "Action-based Trigger" or "Filter-Based Trigger."
  • Action-based Trigger: This workflow activates based on specific client actions, providing Real-Time updates as events occur.
  • Filter-based trigger: This workflow operates on a defined frequency to check filter criteria, displaying the scheduled times, such as "Daily at 8:00 AM" according to your setup.

• Performance:
  • Reached: This indicates the total history number of recipients who received the workflow message campaign.
  • New Bookings: This reflects the total number of new appointments successfully made by recipients as a result of this workflow within a 7-day period.

Part 2. Workflow Performance Page

• Click on specific workflow > view workflow detailed page
• Section 1. Overview
  • You can select specific date range to check the data
  • Total sent: Number of messages that were attempted to be sent within the selected date range.
  • Total delivered: Number of messages that were successfully delivered to clients within selected date range.
  • Client requested bookings: This represents the number of unique clients who have submitted appointment requests as a result of this workflow within a 7-day period. (Note: If you've specified a date range, the data will reflect only those requests within the selected timeframe.)
  • New bookings: The number of new appointments that have been successfully created by receivers from this workflow within a 7 days period. ( (Note: If you've specified a date range, the data will reflect only those requests within the selected timeframe.)
• Section 2. Graph of New Bookings Over Time
  • This graph visually represents the trend of new appointments created over a specified period and compares between client-requested bookings and new bookings generated.
  • It helps you track the effectiveness of your workflows and campaigns by illustrating fluctuations in booking activity, enabling you to analyze patterns and make informed strategic decisions.
  • You can hover to specific date on graph to compare between Client Requested Booking and New bookings

• Section 3. Detailed Recipient History:
  • The recipient history will display sent out time, client name, phone number/email, and delivery status.
  • You can search specific client and filter with delivery status for your campaign messages in the < Search Bar >

Best Practice

Practice 1 - Non-Active Client Conversion

For lapsed clients who previously scheduled appointments but haven't rebooked in a while, you can create a reminder to encourage them to make a new booking. After a designated period, evaluate whether they have scheduled an appointment. If they have, send a "Welcome Back" message along with an intake form, and tag them as "Converted/Recovered" to track returning clients.

If they haven't booked yet, send another reminder. If no new bookings occur after a week, tag them as "No Further Booking" to identify clients who have not returned. This strategy effectively boosts re-engagement and helps maintain an organized overview of client activity.

Practice 2 - Rebook Reminder For Daycare Client

You can establish an advanced rebook reminder specifically for your daycare clients to encourage additional bookings. Begin by selecting a trigger based on completed appointments and wait for four weeks to check if they’ve scheduled any upcoming appointments.

For client who have tag < VIP Client > , upon successful booking, offer them discounts for future purchases and add the < Converted > tag to monitor their engagement. For clients without the < VIP Client > tag, if they book, also provide potential discounts for future visits.

If clients do not schedule any further appointments, mark them as < No More Attempts > to track their engagement status effectively. This approach not only enhances client retention but also fosters loyalty through personalized incentives.

Practice 3 - Client Created

For instance, when you choose the trigger < Client Created > specify that it applies to client groups with the filter < Client Created From 'Manual' or 'Call in/Text in' >, you can set up a subsequent step to automatically send a tailored message to the new client. This message could include an intake form to collect important documents, such as pet vaccination records, agreements, or even prompts for booking their first appointment.

Practice 4 - Vaccine Expired

Similarly, maintaining up-to-date vaccine records for your pets is crucial for the health and safety of all animals in your care. By establishing a trigger with a filter such as < Pet Vaccine Expired More Than X Days > , you can automate the collection of vaccine documents. This can be achieved by sending an automated message to clients when they schedule an appointment or based on a customized time frequency you've taliored with. This proactive approach ensures compliance with vaccination requirements and enhances the safety of your pet care environment.

Use Workflow Template

Explore our range of workflow templates designed to simplify and enhance your grooming business operations. These customizable templates provide a ready-to-use framework that streamlines processes, improves efficiency, and fosters better client engagement.

Template 1: Welcome New Client

This automated workflow is designed specifically for new clients. Once a client is added to the system with a client status Prospect (has 0 appointments and was created from abandoned bookings, intake forms, calls, or messages), a message will be sent out automatically after the scheduled waiting time.

• You can customize the client filter for the trigger, personalize the message content, or include an intake form to meet your specific needs.
• Click on each workflow card to start editing the filter/wait time/message content

Template 2: Rebook Reminder

The Rebook Reminder Workflow Template is triggered immediately after an appointment is finished. For clients with no upcoming appointments, the system will wait four weeks before sending a rebooking reminder.

Unlike the automated message for rebook reminder, the rebook reminder Workflow template offers you the flexibility to narrow down client groups who will receive messages through specific client filters. This allows for more tailored communication with the clients who best fit your criteria in this workflow.

You can also enhance this workflow by adding steps like < Check Conditions >. For example, if the client still has no upcoming appointments after the initial reminder, you can send another reminder message or assign a client tag after a time period.

Template 3: Outreach Campaign

The Outreach Campaign Workflow Template is designed to automatically send reminders based on timing and client actions to encourage bookings. Each day at 10 AM, the system will check for clients with the filter < 0 upcoming appointments >.

If a client has no upcoming appointments scheduled, the system will wait two days before sending a campaign message to prompt them to book. If the client still falls under the same criteria after the initial message, the system will wait an additional five days before sending a follow-up reminder, and then another reminder after a further seven days.

FAQ

1.What is automated flow?

In Moego, an automated flow is a feature that initiates a specific action or experience in response to a particular behavior or event. If you're familiar with other marketing tools, you may recognize automated flows as "automations" or "drip campaigns." These flows streamline communication and enhance user engagement by ensuring timely and relevant interactions.

2.How can I use condition nodes in workflow?

You can utilize condition nodes (in Check Condition action) to divide a single flow into two distinct paths, offering personalized experiences for different customer groups. Each conditional split is based on criteria you establish, allowing you to segment individuals according to their responses, data, or activities. This targeted approach enhances engagement and ensures that customers receive the most relevant communications.

3.How can I use advanced action in Moego?

You can use advanced actions to add tags to customers based on their results within flows. Automatically updating client tags enhances your understanding of customer behavior and preferences.

Additionally, more advanced actions, such as deleting/changing client tags, updating client/pet information etc., will be available in future updates!

4.Can we drag card to change the step order?

Sorry currently the workflow feature does not support dragging action card, you can insert more step between actions, but you have to delete and re-add to edit and change step order.