Shortcuts Marketing (in Cloud) Overview

Event-Driven Marketing

Event-driven marketing consists of automated, ongoing campaigns triggered by specific client interactions. These campaigns are categorized into:

1. Happy Birthday, New Client, and Referral Campaigns

• Automatically engages clients based on their personal details (e.g., birthdays).
• Sends personalized messages to welcome new clients or request referrals.

2. After Booking

• Appointment Acknowledgments: Confirms bookings via SMS or email.
• Cancellation Notices: Sends notifications for canceled appointments.

3. After Visiting

• Time to See You Again: Encourages repeat visits with follow-up reminders.
• We Miss You: Reconnects with clients who haven’t visited recently.

4. Before Arriving

• Pre-Arrival Instructions: Sends helpful details before appointments.

Key Features:

• Supports SMS and email delivery with an option to activate one or both channels.
• Gender-specific targeting: Allows tailored campaigns based on client gender.
• Configurable send schedules for precise timing.
• Option to send SMS only if no email address is available.

Broadcast Marketing

Broadcast marketing enables businesses to reach a wider audience or targeted groups with one-off campaigns. There are two main types:

1. All-Clients Campaigns

• Messages are sent to the entire client base.
• Includes customizable options for subject lines, body text, and offers.
• Configurable date and time for sending campaigns.

2. Targeted Campaigns

• Messages can be directed to specific groups based on:
  • Imported client lists from Shortcuts.
  • Appointments within a selected date range.
• Additional options include:
  • Excluding no-shows, cancellations, or deleted appointments.

Why Use Shortcuts Marketing?

• Efficiency: Automates client communication, saving time.
• Flexibility: Offers tailored messaging based on client behavior and preferences.
• Versatility: Combines event-driven automation with targeted broadcast campaigns for maximum impact.