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How to Create Marketing Campaigns

Marketing campaigns let you send automated messages based on client activity, or one-off promotions to your customer list. This feature requires the Business plan.

Open the campaigns page

Go to Campaigns (under the More menu, Marketing section, admin only). The page title is "Marketing Campaigns."

Automated campaigns

Three automated campaign types are built in. Toggle each on or off — messages are sent automatically based on client activity:

Post-Visit Follow-Up

Sends a thank-you message after a completed appointment. Default: 2 hours after visit. Configure the delay from 1–72 hours.

Rebooking Reminder

Reminds clients to rebook when they haven't visited in a while. Default: 30 days after last visit. Configure from 7–365 days.

Win-Back Campaign

Re-engages clients who haven't visited in a long time. Default: 90 days of inactivity. Configure from 30–365 days.

Configure each campaign

Click the gear icon on any campaign to expand settings:

  • Send via — SMS + Email, SMS Only, or Email Only
  • Timing — adjust the delay or inactivity period
  • Monthly SMS limit (rebooking and win-back only) — cap how many SMS are sent per month (0 = unlimited)
  • Email — customize subject and body with variables (:customer_name, :team_name, :booking_url, :promo_code, :service_name, :days_since_visit)
  • SMS — customize the text message with the same variables
  • Promo Code — optional, included in the message as :promo_code

Click Save Changes.

Each client receives at most one marketing message every 7 days. SMS consent and preferences are always respected.

One-off campaigns

For promotions and announcements, create a one-off campaign:

  1. Click + New Campaign
  2. Fill in:
    • Campaign Name — a label for your records
    • Audience — choose who to target from the filter options
    • Channel — SMS + Email, SMS Only, or Email Only
    • Email — subject and message (if email selected)
    • SMS — text message (if SMS selected)
    • Promo Code — optional
    • When to send — send now or schedule for later
  3. Click Send Campaign or Schedule Campaign

You'll see a confirmation before sending. Once sent, view delivery stats and a message log on the campaign detail page.