AutoMatechly Configuration Guide
Welcome to AutoMatechly, the all-in-one automation platform designed to streamline your business operations, improve client acquisition, enhance engagement, and boost your ROI. This guide provides a step-by-step configuration process for every feature of AutoMatechly, from CRM to SMS, bots, social media, and more. Whether you're in real estate, health and wellness, e-commerce, or any other industry, AutoMatechly can optimize your workflow.
Table of Contents
1. Getting Started with AutoMatechly
Creating an Account
Setting Up Your Business Profile
Connecting Email, SMS, and Social Media Accounts
2. Setting Up the CRM for Client Management
Creating a New Pipeline
Adding Custom Fields
Segmenting Clients with Tags
Automating Client Journeys
3. Lead Generation and Funnels
Creating Lead Capture Funnels
Building Landing Pages
Integrating Lead Forms & CTAs
Automating Lead Nurturing & Follow-Ups
4. Automating Email and SMS Campaigns
Creating Email Sequences
Setting Up SMS Campaigns
A/B Testing Campaigns
5. Bot Automation and Interaction
Creating Bots for Client Interaction
Setting Up Automated Responses
Using Bots for Lead Qualification
6. Appointment Scheduling and Reminders
Setting Up Online Booking
Group Classes and Event Registration
Automated Appointment Reminders
7. Sales Automation for Products & Services
Setting Up Upsell & Cross-sell Campaigns
Automating Discounts & Promotions
Creating Product/Service Packages
8. Client Engagement & Retention
Personalized Messaging
Loyalty Programs
Wellness Programs and Challenges
Regular Follow-ups and Check-ins
9. Reputation Management & Reviews
Automating Review Requests
Managing and Responding to Reviews
Displaying Testimonials on Your Site
10. Analytics & Reporting
Tracking Campaign Performance
Client Retention Analysis
Sales & Revenue Reporting
Goal and Conversion Tracking
11. Advanced Features & Integrations
Connecting Third-Party Apps (Zapier, etc.)
API Integration
Social Media Automation
1. Getting Started with AutoMatechly
Creating an Account
Go to the AutoMatechly website and click on Sign Up.
Enter your email, business name, and password to create an account.
Log in to the platform after successful registration.
Setting Up Your Business Profile
Navigate to Settings > Business Profile.
Fill in your business name, address, contact information, and time zone.
Upload your logo and define your brand colors for a customized look.
Set up your payment gateways for services and products.
Connecting Your Email, SMS, and Social Media Accounts
Email: Go to Settings > Email and connect an SMTP provider (like Gmail, SendGrid, etc.) to send automated emails.
SMS: Go to Settings > SMS and integrate your SMS gateway provider (Twilio, Nexmo, etc.) for automated SMS campaigns.
Social Media: Under Settings > Social Accounts, connect your Facebook, Instagram, Twitter, and other platforms to automate social media posting, lead tracking, and ad integration.
2. Setting Up the CRM for Client Management
Creating a New Pipeline
Go to CRM > Pipelines.
Click Add Pipeline and name it (e.g., Client Onboarding, Sales Funnel).
Define stages such as Lead, Consultation Booked, In Progress, Completed, and Follow-up.
Customize each pipeline stage to reflect your workflow.
Adding Custom Fields
Go to Settings > Custom Fields and create custom fields for Client Health Goals, Membership Type, Preferred Contact Method, etc.
These fields will help you capture personalized client information.
Segmenting Clients with Tags
Go to CRM > Clients and select a client.
Use tags like VIP, Repeat Client, Potential Lead, or Inactive to categorize clients.
Use these tags to create custom automations and tailor communication.
Automating Client Journeys
Navigate to Automations and create a New Journey.
Set up email, SMS, and task reminders based on a client’s stage (e.g., Welcome Email, Session Follow-up, Re-engagement Reminder).
Personalize each journey based on client goals or preferences (e.g., Fitness Journey, Diet Plan, Consultation Follow-Up).
3. Lead Generation and Funnels
Creating Lead Capture Funnels
Go to Funnels > Create New Funnel.
Choose from predefined funnel types such as Lead Magnet Funnel, Sales Funnel, or Consultation Funnel.
Customize your funnel steps (e.g., Landing Page > Form Submission > Thank You Page).
Add Lead Capture Forms to gather information like name, email, phone number, and interests.
Building Landing Pages
Go to Funnels > Landing Pages.
Create a new landing page with a drag-and-drop editor. You can add:
- Text, images, forms, CTAs, testimonials, etc.
- Make sure the page is responsive for mobile devices.
Use SEO settings to optimize the landing page for search engines.
Integrating Lead Forms & CTAs
Under Funnels > Forms, create custom forms for collecting leads.
Add Call-to-Action (CTA) buttons to your landing pages and direct users to book an appointment or download a free offer.
Configure form triggers (e.g., when the form is submitted, the lead receives an automated email).
Automating Lead Nurturing & Follow-Ups
Create Automated Sequences that send a series of nurturing emails or SMS messages to your leads after they submit their details.
Set up Follow-up Automations for non-responding leads (e.g., send a reminder email 3 days later).
4. Automating Email and SMS Campaigns
Creating Email Sequences
Go to Automations > Email Sequences and click Create New Sequence.
Add a series of emails, each with a specific time delay between them (e.g., Welcome Email, Free Offer, Reminder).
Use Email Templates for fast campaign creation. Customize subject lines, content, and personalization fields.
Setting Up SMS Campaigns
Navigate to Automations > SMS Campaigns.
Set up automated SMS sequences (e.g., Appointment Reminders, Special Offers, Booking Confirmation).
Use SMS templates to create reusable messages for frequent campaigns.
A/B Testing Campaigns
Create multiple variations of your email or SMS campaigns (e.g., different subject lines or offers).
Test them with a small segment of your audience and analyze which performs better.
AutoMatechly will send the winning variation to the rest of your list.
5. Bot Automation and Interaction
Creating Bots for Client Interaction
Navigate to Bots > Create New Bot.
Design conversation flows using AutoMatechly’s drag-and-drop Bot Builder.
Use bots to qualify leads, book appointments, and answer common questions.
Bots can be deployed on your website, landing pages, or through Facebook Messenger.
Setting Up Automated Responses
Use Bot Triggers to respond to leads who visit your website, submit a form, or engage on social media.
Set automated responses that guide leads through the funnel (e.g., “Thanks for your interest! Here's a link to book your consultation”).
Using Bots for Lead Qualification
Create a Qualification Bot that asks targeted questions like:
- What service are you interested in?
- What is your budget or goal?
- When would you like to schedule your consultation?
Based on answers, the bot can qualify leads and send them to the appropriate pipeline stage.
6. Appointment Scheduling and Reminders
Setting Up Online Booking
Go to Appointments > Create New Service
Define your service (e.g., Consultation, Training Session, Product Demo).
Set your availability and booking limits.
Share the booking link via email, SMS, or social media for easy client scheduling.
Group Classes and Event Registration
Set up Group Classes and allow clients to book spots online.
Create Event Pages for seminars, workshops, or group sessions and set automated reminders and follow-ups.
Automated Appointment Reminders
Go to
Automations > Appointment Reminders.
Create automated reminder sequences for appointments via Email or SMS (e.g., Reminder: Your Yoga Class is Tomorrow at 10 AM).
Set reminders to go out 24 hours before the session or 1 hour before for last-minute confirmations.
7. Sales Automation for Products & Services
Setting Up Upsell & Cross-sell Campaigns
After a client books a service or completes a purchase, set up a Follow-Up Campaign to offer complementary products (e.g., Upsell Fitness Gear, Cross-sell Nutrition Plans).
Automate the sending of Discount Codes or Special Offers to boost sales.
Automating Discounts & Promotions
Create Time-sensitive Offers (e.g., 50% off your first session, Buy 1 Get 1 Free) that are automatically sent via email/SMS to new clients or repeat customers.
Creating Product/Service Packages
Design and offer Discounted Packages (e.g., 10 Sessions for the Price of 8).
Use AutoMatechly's funnels and workflows to drive sales of these packages with automated follow-ups.
8. Client Engagement & Retention
Personalized Messaging
Set up Birthday or Anniversary Messages to show appreciation (e.g., “Happy Birthday! Here’s a special gift for you”).
Use Client Re-engagement campaigns for clients who haven’t booked in a while.
Loyalty Programs
Implement a Loyalty Program where clients earn points for purchases or visits.
Use Automated Points Tracking and send clients updates on their reward status.
Wellness Programs and Challenges
Create 30-Day Fitness Challenges, Diet Programs, or Health Challenges.
Automate the delivery of reminders, motivational messages, and progress updates.
Regular Follow-ups and Check-ins
Set up automated emails and SMS reminders for regular follow-ups (e.g., Session Reminder, Weekly Check-In).
9. Reputation Management & Reviews
Automating Review Requests
Go to Automations > Review Requests and set up a post-session review request.
Configure the Review Request Workflow to ask clients for feedback and leave reviews on Google, Facebook, or Yelp.
Managing and Responding to Reviews
Use Review Management Tools to monitor feedback and respond to client reviews.
Set up Automated Responses to thank clients for positive reviews and handle any negative reviews proactively.
Displaying Testimonials
Collect positive client testimonials and feature them on your website, landing pages, and social media.
Create automated campaigns to highlight client success stories.
10. Analytics & Reporting
Tracking Campaign Performance
Use Campaign Analytics to monitor open rates, click-through rates, and conversions from your email and SMS campaigns.
Identify the best-performing campaigns and refine your strategies based on this data.
Client Retention Analysis
Set up Client Retention Reports to identify trends in repeat business.
Use this data to adjust client nurturing strategies and improve retention.
Sales & Revenue Reporting
Go to Reports > Sales and track performance by service, campaign, or promotion.
Use this data to adjust your pricing, service offerings, and marketing tactics.
11. Advanced Features & Integrations
Connecting Third-Party Apps (Zapier, etc.)
Go to Settings > Integrations and connect third-party apps like Zapier, QuickBooks, or Mailchimp.
Set up Triggers and Actions to automate processes across apps.
API Integration
Use API access to integrate AutoMatechly with your custom systems.
Contact our support team for detailed instructions on API use and setup.etailed instructions on API use and setup.
Social Media Automation
Automate social media posts to your Facebook, Instagram, and Twitter.
Use social media listening tools to monitor client feedback and engagement.
Run Facebook/Instagram Ads directly from AutoMatechly and track lead performance.
Conclusion
This comprehensive guide covers every feature and function of AutoMatechly, providing you with the tools to optimize your business workflows. With this automation platform, you can focus more on growing your business while AutoMatechly handles the repetitive tasks like client management, lead generation, communications, and much more.
For any questions or support, please contact us at +1 732 585 9016. We’re here to help you succeed!
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