Send marketing campaigns

Campaigns let you email or text a chosen group of clients - a one-off promo, or a recurring send that fires automatically (win-back, birthday, or your own rule). Only clients who consented to marketing on that channel are ever reached.

Start a campaign

Open Campaigns in the sidebar. The Dashboard tab gives you an overview (active/scheduled/sent counts, messages delivered, attributed revenue); build and manage campaigns from the Campaigns tab, or start from a ready-made idea on Templates (win-back, birthday treat, seasonal promotion, new service announcement, or request a review).

Press New campaign, then work through the form:

1. What we're sending - name it, optionally starting from a template or from scratch.
2. Channel & type - Email or SMS; One-off or Recurring.
3. Content - a subject (email only) and a body, with variables like {{clientFirstname}} and {{company}} you can insert at the cursor. An unsubscribe link (email) or a "reply STOP" line (SMS) is always added automatically.
4. Audience - narrow it down with Client tags, Not visited in the last N days, or the Advanced filters disclosure (minimum lifetime spend, minimum visits, visited within, no upcoming booking). A recurring campaign also asks for a Trigger (Win-back, Birthday or Custom). Press Review recipients to see and individually Exclude who's targeted, or Save as segment to reuse the same audience later.
5. Review & send - optionally set a Frequency cap, send yourself a copy with Send test, then Send now, Schedule it for later, or Activate a recurring campaign.

Marketing consent

The recipient count you see while building the audience already excludes anyone without marketing consent on that channel, anyone who has unsubscribed, and anyone on your Suppressions list - the same rule that governs every marketing message the clinic sends, not just campaigns.

Consent is checked again for each recipient at the moment of sending, which matters for scheduled and recurring campaigns since time passes between building the audience and sending it - a client who opts out in between is silently skipped, never contacted. Campaign stats after a send report how many were Targeted, Sent, Failed, skipped for No consent, or skipped by the Freq. cap.

Good to know

• A recurring campaign runs daily and only messages clients who newly match its filters, so nobody is repeatedly nudged; Pause, Resume or Stop it any time from its detail view.
• Sending SMS shows an estimated cost before you commit, based on your plan's included messages and per-segment pricing.
• Conversions on a sent or active campaign show how many recipients booked or bought within a chosen window (7/30/90 days), with the attributed revenue.