Campaigns are an effective tool to promote your offered services and to drive more business and revenue from clients. Our campaigns include both email and text messages(SMS), allowing you to combine the two delivery channels to interact with your clients in the most effective manner.
You can use campaigns to target existing clients or new prospects, inviting them to book an appointment, register for an event, make a payment and much more.
Our campaigns are all about getting clients to interact with your business, and that's why they are built around a specific call-to-action (book/schedule/pay/etc).
Creating and sending a campaign is simple and quick, and you can even do it while on-the-go from your mobile device. You will also be able to track campaign results in real time, including delivery stats and client actions.
No design skills are necessary - you can easily create and send beautiful, mobile-friendly emails that will engage your clients and increase your revenue.
How should I start working on a campaign?
- What is your message? Who is your audience? What is the main call to action?
- Create the recipients group from the Clients menu using the filter and Tags.
- Draft your email content and design.
- Send a test message & review the result in your mailbox.
- Send the email campaign to the recipients group.
- Review the results.
How to create a group of clients?
Client groups can be created & managed in the system using Tags.
To start, go to the Clients page, select search or filter clients from your list, and click on Add Tags. For example add a tag with the campaign name "HappyNewYearEmail". To learn more about clients filtering and tags click here.
When you are ready to send the campaign, you can search and select the desired tag, and all the clients under that group as recipients.
What does each statistic mean?
Sent - The number of clients the campaign was sent to (there is still no indication of successful delivery).
Delivered – The campaign was delivered successfully.
Viewed – Your client saw the campaign.
Clicked – Your client clicked on the campaign call-to-action.
Engaged – Success! Your client took action!
Unsubscribed – Your client unsubscribed from your messages, therefore, your campaign was not sent.
Bad Email– Previous campaigns to that contact bounced, therefore your campaign was not sent to that contact.
Bounced – Delivery failed.
Missing Email – The campaign could not be delivered since the client’s email address was missing.
What is Bounced or Bad Emails failure reasons on the statistics page?
A Bounced email means that the server did not accept the email. Bounces can be 'soft bounce' (Usually because the email address doesn't exist) or 'hard bounce' (For example, when the recipient's mailbox is full). When the system detects a permanent bounce, this email address will be added to a 'bad emails' list, and no further emails will be sent to that client (Even when you select them).
How can I see which client requests are a result of a campaign?
Within each conversation in your Inbox, you can see the conversation’s source. In case the conversation originated from a campaign, the campaign URL will be noted.
In addition, clients that completed the call to action in the campaign (scheduled/paid/replied/shared a document) will be listed under the Engaged list in the campaign stats.
How to set my business contact info and logo which appear on the Email?
Navigate to Settings>Business Info where you can set your phone number, address, website url.
To edit the 'email logo' click on Branding and advanced settings link on the Business Info page.
Can clients unsubscribe from my campaigns? How can I track it?
Yes, your clients will see an option to unsubscribe at the bottom of each email.
Unsubscribing from SMS is available through the unsubscribe link that will appear at the bottom of the campaign page once clicked to view.
For SMS short codes, we also support the STOP command. If you wish, you can add this text to the end of your SMS: ‘Reply STOP to cancel’. Once replied, your clients will receive a confirmation SMS.
Once unsubscribed, future campaigns will not be sent to these clients even if they are selected.
Unsubscribed clients will continue to receive system notifications and Text Message(SMS) like appointment confirmation etc.
How can I track unsubscribed clients?
Unsubscribed clients will be marked with a note under the Info section of the client card.
You can also filter clients by this field.
My Campaigns page says I have too many bounces, what does that mean?
Too many bounces can result in blocking the sender domain and stopping all delivery of campaigns by servers. In order to prevent that, the system will not allow accounts with a high bounce rate to continue sending campaigns. If you encounter this problem, please contact Support.
I see a message saying I can’t add more recipients, why?
In order to prevent multiple bounces, there’s a limitation on the number of recipients per sending.
If you need to increase your limit, please contact Support.
Can I send a campaign more than once?
Yes, you have two alternatives to do so:
- You can send the campaign again and un-check the option to avoid sending it twice.
- Clone and send - if you want to send the same campaign, but you wish to track statistics separately – simply “clone” your campaign and then send it.
Can I ask clients to opt-in to my campaigns?
Yes. You can add a custom field to your client card asking clients to confirm they wish to receive marketing offers from you. You can then filter out uninterested clients when creating your recipient groups.
I see a limitation on number of text messages I can send daily, why?
This is a precaution measure to make sure your messages will not be blocked. If no related notification display on your account, you can contact support and ask to increase your quota.