Shortcuts Marketing Plus: How to Send Targeted Campaigns to Clients Based on Their Last Visited Employee

Getting Started

1. Log into Shortcuts Marketing plus
   Ensure you are logged in to your account before starting the process.

2. Prepare Your Template

   • If you haven’t created a template yet, visit the template library to design one.
   • Alternatively, use the email creator option, but note that templates created this way won’t be saved to your library.

Step 1: Select and Customize a Template

• Choose a pre-designed template or create a new one.
• Click Edit to make changes to the design. Changes here will only apply to the current campaign and won’t update the saved template.

Step 2: Customize Your Campaign

1. Add a Subject Line

   • Include personalized fields, such as the client’s name, to grab attention.

2. Check Campaign Settings

   • Enable link tracking for performance metrics.
   • Use the online viewing option to ensure clients can view the email in their browser if needed.
   • Decide if the refer-a-friend link is appropriate for your campaign.

3. Save and Continue to the next tab.

Step 3: Configure Send Options

1. Campaign Details

   • Name the campaign clearly and ensure it relates to the content.
   • Set the sending frequency to "Once Only" and select the date and time for the campaign.

2. Demographic Criteria

   • Enable this option to avoid sending duplicate emails to the same client.

3. Sender Details

   • Confirm and edit the "Sent From" and "Reply To" email addresses if needed.

Step 4: Target Specific Clients

1. Filter by Employee

   • In the Demographics tab, click Add Scenario and select the following:
     • Shortcut Software Administration > Demographics > Clients' Last Visit > Employee
   • Enter the employee’s alias exactly as it appears in the system (case-sensitive).

2. Check Recipients

   • Use the Check Recipients button to verify the number of clients who will receive the campaign.

Step 5: Optional Add-Ons

1. Add a Promotion Code

   • If your campaign includes a promotion, add a code to track its return on investment.
   • If not, simply proceed by clicking Save and Continue.

Step 6: Test Your Campaign

1. Send a Test Email

   • Send a test email to yourself and review it thoroughly.
   • Check the subject line, proofread content, test all links, and run a spell check.

2. Confirm and Activate

   • Tick the boxes to confirm the test email checks.
   • Double-check the recipient count using the Check Now button.
   • When satisfied, press Activate to schedule the campaign for delivery.