Follow up with the practitioners who refer customers to you
Every Monday, WebRun opens VitaHealth POS, finds customers tagged with a referring practitioner, totals each practitioner's referred purchases for the week, and drafts a short thank you and update email in Gmail, left unsent for your practice liaison to review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up with practitioners who refer customers to my supplement shop?
WebRun checks VitaHealth POS every Monday for customers tagged with a referring practitioner, totals each practitioner's referred purchases for the week, and drafts a short thank you and update email in Gmail naming the count and total spend. Every draft waits unsent for your practice liaison to review and send, keeping referral partners informed.
- Referring practitioners hear back every single week
- Referral totals come straight from tagged purchase data
- No partner email sends without liaison review
Built for supplement shop owners · integrative health retail partners · practitioner referral programs · vitamin store business development
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.vitahealthpos.comin a real browser with your saved login - no setup, no API keys. -
1
VitaHealth POS - total referred customer purchases
vitahealthpos.com How to Automate VitaHealth POS
WebRun opens VitaHealth POS to total referred customer purchases. - Open VitaHealth POS customer records and filter to customers tagged with a referring practitioner
- Total each practitioner's referred customer purchases for the past week
- Capture practitioner name, number of referred customers who purchased, and total spend
Done when Every practitioner with a referral purchase this week is listed with their totals.
-
2
Gmail - draft the practitioner follow-up
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the practitioner follow-up. - Draft a short thank you and update email to each practitioner naming how many referred customers purchased and the total
- Save every email as a draft
- Never send an email automatically, leave it for the practice liaison to review and send
Done when A draft follow-up email sits in Gmail for every practitioner with referral activity this week.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email practitioners without anyone checking first?
No. WebRun only drafts the thank you and update email in Gmail and leaves it unsent. Your practice liaison reviews and sends each one, so no practitioner is emailed automatically.
How does it know which customers were referred by which practitioner?
It reads the referring practitioner tag on each customer record in VitaHealth POS, so only genuinely tagged referrals are counted toward a practitioner's weekly total.
What if a practitioner had no referred purchases that week?
No draft is created for them. WebRun only drafts a follow-up for practitioners whose referred customers actually purchased during the week.
Related templates
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