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Shortcuts Marketing Plus: Creating a "Referral" Campaign Using a Template

This guide outlines how to create a "referral" email campaign using a template. By following these steps, you can promote referrals and reward clients with on going incentives .

 

Step 1: Create a new Campaign

  1. Select Template Choose a design 

  2. Select your pre saved "referral " template or choose one from the shortcuts library. 

  3. Select use this design.

Step 2: Layout

  1. Subject Heading:
    • Create a client-facing subject line.
    • Use personalization (e.g., client names) to capture attention.
  2. Editing Templates:
    • Use the editor to customize the template. Note that changes here will only apply to this campaign and not update the saved library template.
  3. Save and continue

Step 3: Send Options

  1. Campaign Name: Choose a clear, descriptive name for internal tracking.
  2. Choose the Frequency "Set and Forget" (ongoing)
  3. Promotion based on the Event: Select "Visit date of client who was referred " as the trigger for sending these thank you' s.
    • Choose Trigger is an actual date
    • Set the reminder interval (e.g., 1 day after the visit date of client’s who was referred.)
  4. Send Schedule:
    • Define a start and end date for the campaign.
    • Specify the time of day emails will be sent.
    • Enable deduplication to prevent clients from receiving multiple emails.

  5. Save and Continue

Step 4: Demographics

The only demographic you could add here is Gender if this is applicable.

  1. Add a scenario to include only clients without a future appointment:

  2. Choose Core Demographic > Personal details > Gender > is > Male/Female. 

  3. Save and Continue

 

Step 5: Promotions Codes

  • Promotion Codes: Add a promotion code to track campaign ROI if applicable.

Step 6: Testing and Activating the Campaign

  1. Send Test Emails:
    • Send a test email to yourself or other team members.
    • Review subject lines, proofread content, and check all links for functionality.
  2. Confirm Accuracy: Tick the confirmation boxes to ensure everything is correct.
  3. Activate Campaign: Once satisfied, press "Activate." The campaign will begin automatically at the scheduled time.

Once activated, the referral campaign will run automatically, sending emails based on the configured triggers and schedule. Track performance through reporting and adjust as needed.