Search

Creating Automated Campaigns

Send automated campaigns to save valuable time, nurture leads, and build customer loyalty.

What are Automated Campaigns?

Automated campaigns are promotional messages sent to clients via email or SMS. Unlike announcements, automated campaigns are sent based on triggers set in advance. For example, when you activate a birthday campaign, the system sends it to each client selected on their birthday.

Creating Automated Campaigns From Templates

  1. Open the platform.
  2. Click Marketing.
  3. Click Automated Campaigns.
  4. Optional: Click Preview below the relevant template.
  5. Optional: Click Edit.
  6. Click the title, text and/or action button to customize.
  7. Click the toggle button next to the relevant campaign.
  8. Click Activate.
  9. Optional: Click the more options to view delivery stats, send a test email or SMS, clone or delete.

The activated campaign will now be shown as active .

Creating New Automated Campaigns

  1. Open the platform.
  2. Click Marketing.
  3. Click Automated Campaigns.
  4. Click New Automated Campaign.
  5. Enter/select the trigger, action, subject, timing and recipients.
  6. Click Continue to Editor.
  7. Select Classic or Pro (Paid).

The new campaign will now appear in your campaign list and will be shown as active . 

  1. Optional: Click Preview.
  2. Optional: Click Edit.
  3. Click the title, text and/or action button to customize.
  4. Optional: Click the more options icon to view delivery stats, send a test email or SMS, clone or delete.

Create a Direct Link

Sharing a direct link with your clients is an effective way to promote your business offerings, whether it’s a new service, special promotions, upcoming events, or anything else you want to highlight. Plus, the direct link makes it simple to request payments, send documents, and so much more.

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.

How to Create a Trigger

Automated campaigns are typically sent just one minute after the trigger is activated. Once it's been sent, you won’t be able to make changes for that client, so it’s a good idea to double-check your trigger and conditions before turning it on to make sure everything is set right.

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 Your 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 your event:

  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.

Learn more: See related articles to learn how to use the custom date trigger.

Related to

Was this article helpful?