Sending a Targeted Campaign to Specific Clients

Campaigns allow you to easily create your own beautiful emails that can be sent to all or specific groups of Clients. 

The +Add Criteria tool under the Recipients step lets you sort and filter your Clients based on selected criteria.

For example, if you work with a lot of runners and you want to encourage them to book a session after an upcoming 10k, you can send an email to only Clients who have the tag "Runner" on their record.  

The following tutorial covers how to immediately send a Campaign to a targeted group of Clients using a pre-made template. 

To create and send a Campaign to specific Clients, navigate to your:

  1. Business Profile. 
  2. Select Marketing to open Campaigns. 
  3. Select +New Campaign to open the Select Template step.
  4. Under the Themes tab, select Preview next to any pre-made template to view the design and header photo. Note: The text in the body and call-to-action button can be edited when you get to the Design step. 
  5. Once you've decided which template to use, Select it to proceed to the Recipients step. 
  6. Enter a title in Name This Campaign. This is for internal use only and is not the subject of the email. 
  7. Select Selected Clients
  8. Select +Add Criteria
  9. Select the Select Criteria dropdown menu to view the available options.
  10. Choose criterion (Client Tag, Source, etc). Depending on the one you select, more dropdown menus and fields may appear. 
  11. Once all requirements for the selection are complete, select Apply to add it. The number of recipients will update accordingly. To delete it, select X instead.
  12. To add another, select +Add Criteria and repeat steps 9 - 11. Note: Selections are not exclusive of one another, meaning results will narrow each time you add one. If two or more are added, a Client must fall under all to be included.
  13. Select Save & Next to proceed to the Design step. 
  14. Enter a title in Email Subject. This is how the email will be titled when it arrives in a Client's inbox. 
  15. By default, your Business Name will be entered in Send Email As, but you can change it if you prefer. This is who the email will be from when it arrives in a Client's inbox. 
  16. Select in a content box on the template to open Edit Content, and use the text editor tools to change the default copy as needed. 
  17. Select Save Changes and Close to save the new content and to return to the Design step. 
  18. Repeat steps 16 - 17 as needed. 
  19. Select Send Test Email (optional) to send a test copy of the Campaign to the email address you're currently logged in under. 
  20. Select Save & Next to proceed to the Schedule step. 
  21. Select Send Immediately.
  22. Check I have reviewed the content and have verified it is accurate
  23. Select Finish to send the Campaign. 

Afterwards, you'll be returned to the main page of the Campaigns section, and your new Campaign will appear under the Sent tab. 

Alternatively, you can use the Filter tool in the Clients section of your Business Profile to sort your Clients.

Note: 

  • You can only change the title of a built-in call-to-action button. You cannot change the link, nor can you remove the button. Depending on the template you select, the button will direct Clients to either the Services or Gift Certificates page of your MassageBook Business Website.
  • Only default text on a template that is surrounded by a content editor box can be modified. If text on a template is not within a content editor box, it cannot be removed or changed. 
  • Your subscription type or free trial must include Campaigns in order to use this feature. Master or Marketing only. 
  • During a free trial only, you're limited to sending 400 emails throughout that period. Please contact MassageBook Support if you need it increased.
Have more questions? Submit a request

0 Comments

Article is closed for comments.