Email & SMS campaigns and promotions
The Marketing page has two tabs: Campaigns, for one-off messages to your clients, and Promotions, for banners and pop-ups on your booking page. Marketing is available if your plan includes it.
Send a campaign#
- Open Marketing and choose New campaign.
- Give it a Campaign name and pick a Channel: Email, SMS or Email + SMS.
- Choose an Audience segment: All clients, By tag, Lapsed clients (set the days since their last visit), Members or Birthday this month.
- Write the Subject (email) and Message. Merge tags such as
{{first_name}}and{{salon}}personalise each message, and you can insert a coupon. - Choose Preview audience to see how many clients it will reach.
- Send now, or pick Send later and a time, then Schedule. You can also Save draft and come back to it.
Clients who opted out of marketing are never included, and every marketing email carries an unsubscribe link. SMS campaigns need text messages to be set up (see Set up SMS reminders).
The list shows each campaign's status (Draft, Scheduled, Sending, Sent) with how many messages were sent or failed. A scheduled campaign can be cancelled with Cancel schedule. Email performance shows link clicks in your marketing emails over the last 30 days.
Show a promotion on your booking page#
- Switch to the Promotions tab and choose New promotion.
- Pick a Type: Header banner, Banner or Modal (pop-up).
- Add a title, text, an image and a button, in each of your languages.
- Optionally Link a coupon:
{{coupon_code}},{{coupon_discount}}and{{coupon_expiry}}then always show the coupon's current details. - Set Starts and Ends dates, colours and position, tick Enabled and Save.
Birthday greetings#
To greet clients automatically on their birthday, with an optional coupon, turn on the Birthday greeting under Settings → Templates. See Customize message templates & designs.
To publish offers on the public deals page, see Publish deals.