1. Select "Marketing" on the left navigation menu
2. Select "Sent"
3. Select "Create"
4. Enter a "Campaign Name"
Note: Campaign names are not visible to the client. The campaign name is an internal campaign identifier when viewing campaign metrics and/or if you want to duplicate the campaign from your campaign history.
5. Select "Select Recipients"
6. Go through the list of filters to curate the perfect recipient list to maximize client engagement with your campaigns.
Filters include:
- Appointment Date (Required): Target clients based on a selected date range
- Last Visit Date: Target potential lost clients that have not visited the business after a certain number of days
- Exclude Future Booked: Exclude clients with future appointments
- Providers Booked With: Target clients that have appointments booked during the selected date range with specific providers
- Services Booked: Target clients that have booked specific services and/or service categories during the selected date range
- Services Not Booked: Target clients that have not booked specific services and/or service categories during the selected date range
- Products Purchased: Target clients that have purchased specific brands or products during the selected date range
- Products Not Purchased: Target clients that have not purchased specific brands or products during the selected date range
- Hair Type: Target clients with specific hair types
7. Select "Design Content", which will direct you to the custom email builder
8. Build the email from scratch using the elements in the right panel or get started with a template by selecting "Use Template" on the top right corner.
Click here to watch a video on how to navigate the email builder.
Click here to watch a video on how to center align an image, button or text in your email campaign.
9. Click "Review and Send" to review your recipient list. Click the "X" icon to remove a guest from the recipient list.
10. Click "Schedule Delivery" to send the campaign.
Note: you can send a test to yourself first and then send the campaign out immediately or schedule for a future date and time.