Send a one-off marketing campaign (to a targeted list)
Learn how to send a one-off marketing campaign to a targeted list of your customers via Email and/or SMS.
ℹ️ This feature is available in the Pro plan.
Targeted one-off marketing campaigns allows you to send emails and SMSs to a group of customers who have booked an appointment within a specific time period. You can use these campaigns to engage with customers and boost booking volumes, such as by promoting a special offer, announcing new services, or sharing salon updates.
You can send one-off marketing campaigns via email, SMS, or both.
Set up your one-time marketing campaign to a targeted list
- From the Menu select Messages.
- At the bottom of the screen, select the "Targeted campaign" option.
- Select the “New” icon.
- Enter the name, send date and the send time of the campaign.
- Select the recipients of this campaign. This will go to clients who have had an appointment within a certain date range. Define this date range, and choose if you want to include clients who had a no show, cancelled or deleted appointment.
Send campaign via Email
- Select “Email” from the campaign screen
- You can customise details such as your email header, image, subject line and body text.
- You can select the “Insert field” dropdown for various personalisation fields to include in your message, such as Customer Name, Appointment Time, and more.
- You may also choose to include an Offer and a Book button. If you don’t want to use these, select the X in the top right-hand corner of these options.
- You can preview and send yourself a test of the email using the relevant buttons.
- Once you’re happy with your email, select the green “Activate” button.
- Select the "Done" icon in the bottom right corner to save your changes.
Send campaign via SMS
- Select “SMS” from the campaign screen.
- Select if SMS should “Always’ be sent” or “Only if no email will be sent”.
- Enter the message you want to use in the SMS. You can select the “Insert field” dropdown for various personalisation fields to include in your message, such as Customer Name, Appointment Time, and more.
- You can send yourself a test of the SMS using the "Send test" button.
- Once you’re happy with your SMS, select the green “Activate” button.
- Select the "Done" icon in the bottom right corner to save your changes.
⚠️Be sure to consider how many SMSs your message will require. A single SMS uses 160 characters (including opt out instructions, personalisation fields), so anything more will affect how many you get billed for.
View past one-off marketing campaigns
In the Messages screen select the “Targeted campaign” message. Here you can see past, active, inactive and draft campaigns. You can delete, edit and deactivate and re-send existing campaigns at any time.