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Creating Automated Campaigns

Automated campaigns are promotional emails or texts sent to clients based on triggers you set like birthdays. Once activated, the system sends each message at the right time, without any extra work from you.

Create A Campaign Template

To create a new campaign template:

  1. Open the platform.
  2. Click Marketing.
  3. Click Automated Campaigns.
  4. Click New automated campaign.
  5. Enter the campaign details.
  6. Click Continue to Editor.
  7. Select Classic or Pro for the campaign editor.
  8. Design your campaign.
  9. Optional: Turn on the Activate switch.
  10. Click Save.
Note: To customize a default campaign, click the Edit button. You’ll be taken to the campaign editor where you can update the details and adjust the design to fit your needs.

Create a Direct Link

Sharing a direct link with your clients is a great way to promote services, special offers, events, and more. It also makes it simple to request payments, send documents, and handle other tasks.

To create a direct link:

  1. Open the platform.
  2. Click Client Portal.
  3. Next to Create Direct Links, click Create.
  4. Select an action from the list or a client portal action.
  5. Click Get Link.
  6. Click Grab Link to copy the link.
  7. Click Close.

Automated Campaign Trigger

An automated campaign trigger is an event that automatically triggers an action, like sending an email or SMS. 

Here are the triggers you can set for your automated campaigns:

  • Lead becomes a client
  • Client has a birthday
  • Client hasn’t booked or interacted in a while
  • New lead is generated
  • Client status changes to most valuable customer
  • Client leaves an online review
  • Custom client date takes place
  • Appointment or event is completed
Note: Business accounts come with three pre-made automated campaigns, while Platinum accounts allow you to create as many campaigns as needed.

Create a Trigger

Automated campaigns usually send one minute after the trigger activates. After sending, you can’t make changes for that client, so double-check your triggers and conditions before turning it on to ensure everything is set correctly.

To create a trigger:

  1. Open the platform.
  2. Click Marketing.
  3. Click Automated Campaigns.
  4. Click New automated campaign.
  5. Choose a trigger from the list.
  6. Select whether it’s an email or SMS campaign.
  7. Set conditions for your trigger.
  8. Choose a delivery time.
  9. Click Continue to editor to finalize your trigger setup.
Note: When setting up SMS triggers, make sure your clients have opted in to receive promotional messages. If they can’t receive SMS, the campaign will automatically send to their email instead.

Promote Group Events

Getting the word out is key when hosting a group event and our platform makes it simple to keep your clients in the loop about all your exciting events. Whether it's through email, SMS, or direct links, you'll have all the tools you need to ensure everyone stays informed and engaged.

To promote group events:

  1. Open the platform.
  2. Click Calendar.
  3. Select Event List.
  4. Select the event you want to promote.
  5. Click the Promote this event button.
  6. Click the Change Action button to invite clients to make an action.
  7. Enter the details.
  8. Click Create.

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