Welcome to Automated Campaigns with Thryv! Email marketing is still by far & wide one of the most effective ways to reach your customers - but it's changing every day, and we are here to help you keep up.
Automatic Campaigns are personalized, timely, and extremely relevant to your clients. As opposed to a traditional email marketing campaign, like a newsletter or a one-off message, automated campaigns are automatically sent to the user based off of an action or trigger.
The beauty behind an automated campaign is that once you set it up in Thryv, the email will continue to be sent out on your behalf until you stop it - and you never have to lift a finger! Let Thryv do all the behind the scenes work for you, keeping your business in the minds of your customers and generating additional revenue!
How to Create an Automated Campaign
Start by going to Marketing>Automated Campaigns:
Select from one of the pre-loaded templates, or choose "Add Automated Campaign" at the bottom of the page. (Important Note: Creating your own personalized Automated Campaigns are limited to Thryv Unlimited Customers. Thryv Plus Customers will have Templates to use housed in their Thryv, and will be editable, but you will not be able to create your own.)
The following window will populate:
Upon selecting Add Automated Campaign (if this is an available option based on your Thryv package), the following screen will appear:
Select from one of our Templates or Create Your Own
You will have the option to either select a template from our library or create your own if your package allows. Selecting Preview will show you how the campaign will look during editing.
If everything looks accurate, hit Select, and you'll be brought to the editing screen for your new automated campaign:
Clicking anywhere on the text fields inside the campaign template will allow the editing screen to open up:
Set Campaign Settings
You will have three selections under your Campaign Settings that you will need to set before activating your Automated Campaign. They are: Timing Settings, Recipient Settings, and Delivery Method. Depending on the campaign you select, these may be slightly different. We will go over each one below.
Choosing a Delivery Time
Choose a time when you know your customers may be reading their email. Studies show that the best open-rates for email campaigns are during the day. Our High-Thryv recommendation is to send these types of automated campaigns between 8-10am.
You will have two options here. You can either choose "All Matching Clients" or the "Filtered" method.
Choosing all matching clients means that it will pull from your entire client list.
Below, we will show you how to use the filter option:
Your delivery method choices are either email or SMS messaging.
If you choose Text Message, you will see the following box appear. Please note that for SMS messages, you are limited to 160 characters.You will only be able to send the text message to customers who have already opted in for promotions, unless you update your settings on your client card.
Once you are finished updating your automated campaign settings, you are ready to set the campaign to "Active". Click on the toggle in the right corner near the editing window for the campaign:
Available Automated Campaign Types
Engaging with Leads
Engaging with New Customers
Reconnect with Your Inactive Customers
Review Generation/Review Request
Engage on a Specific Date
Send Birthday Cards
Send Birthday Cards to Your Clients
For this automated campaign option, you will need to ensure that your client card is updated to reflect either a special date or a birthday. To learn about customizing your client card, watch this helpful video we put together.
Once you have your client card ready to gather these important dates from your customers, you are ready to rock n' roll with sending an automated campaign for either their birthday or other special day, like a wedding anniversary.
For both choices, you will be prompted to select either a birthday or other date from a drop-down menu. If you do not have a drop-down menu, you must configure your client card settings first, following the video linked above. For our example, we are selecting "Birthday".
You'll be taken to the edit campaign screen, where you can customize your campaign however you like.
There are additional settings you will also need to configure prior to setting your campaign to "Active" status. They are: Trigger and Timing Settings, Recipient Settings & Delivery Method.
Trigger and Timing Settings
You'll have several options under this setting.
Your choices include selection of the date field you want the trigger to come from, and three different options for a delivery date. Send this automated campaign on your customer's birthday, at the beginning of their birthday month, or specify a date-range to send the customer the campaign as early as you like. We also give you the option to send the campaign after the birthday, though, it's not our recommendation.
Birthday Email Campaign Best Practices
More than 55% of birthday emails are sent on the exact birthdate, with 38% of birthday emails being sent about a month prior to the birthday. Our High-Thryv recommendation is to send the birthday campaign at the start of your customer's birthday month, giving them plenty of opportunity to take action on your offer. (Source: Experian)
Need ideas for what to send? Here are some that we came up with:
- A Free Gift
- Free Shipping or Discount
- A Coupon
- Mystery Savings (bring in the coupon for 10, 20 or 30% off)
Recipient Settings & Delivery Method
For your Recipient Settings, you have the option to either stick with the default setting of "All Clients with a Known Birthday" or to filter it down to people you may have tagged a certain way.
Your Delivery Method can either be email or SMS, following the steps we listed above.
You're now ready to activate your campaign, so click that toggle to "Active!"
Engaging with New Customers/Reconnect with Your Inactive Customers
Thryv can help you welcome your new customers as well as get you reacquainted with customers who haven't done business with you in a while. Clicking on one of the buttons show above will open up your editing screen to get you started with these choices.
You'll have all three campaign settings here, just like you have seen before: Timing Settings, Recipient Settings and Delivery Method.
For Engage with New Customers campaigns, your recipient settings are defaulted to send to all your new customers. For example, when a new client appears in your Thryv, this would trigger an email being sent directly to them, based on your delivery time setting and delivery method, welcoming them to your business. You can still customize your settings however works for you.
For Reconnect with your Inactive Customers campaigns, you'll see that there is both a trigger and a timing setting:
Your Trigger and Timing Settings are defaulted to send to any client who has not interacted with your business in the last 90 days. An interaction in this case is defined as scheduling or attending an appointment or group event, a payment, sending a message to the business or sharing a document. You can customize this date to any number, as well as the delivery time.
The Recipient Settings will default to "All Inactive Clients" which is based off of the Trigger and Timing Settings you choose first. You can also customize this to clients you have tagged in a certain way.
Once again, your delivery method is either via email campaign or text message.
It is important to note that if you are targeting customers that are inactive after 90 days, the automated campaign will be sent only once until they become active again. If 90 more days pass again without any activity, the email will be sent again.
Review Generation/Review Request
Did you know that over 90% of consumers read reviews to help them make a determination as to whether they will visit a business? With the Review Generation/Review Request Automated Campaigns, we can help drive more reviews to your business without any manual labor!
You will see the options for Review Generation and Review Request:
The Review Generation Campaign will automatically be sent to any of your customers when they have a status change from "Lead" to "Customer". All content in the campaign, as well as Trigger/Timing Settings are editable - in the same way as we describe above.
When clients leave a review, you'll see it come up under Reputation>Reviews.
From there, you'll be able to respond to your reviews using our Review Response Management tool. You can read more about that here.
Helpful Tips on Automated Campaigns
Why Are Welcome Campaigns Important?
Sending a Welcome Email to your customers as soon as they sign up for your client list provides them with an impactful client experience, helping them think of you in a positive way. It helps your customers reaffirm they made the right decision choosing you, helps them understand what they can expect from you going forward, and helps you ensure that future emails will have a higher chance of being read.
To close this up, we want to offer you some final High-Thryv recommendations on Welcome Campaigns:
- Remember to create a unique Subject Line. Entice your customers to open their email with something that pops!
- Help your clients feel like they are part of your business - you are part of their community!
- Let your clients know that their email is safe with you.
- Remember - Right message to the right client at the right time.
Automated Campaigns FAQ
What is an Automated Campaign?
Automatic Campaigns are personalized, timely, and extremely relevant to your clients. As opposed to a traditional email marketing campaign, like a newsletter or a one-off message, automated campaigns are automatically sent to the user based on an action or trigger.
What package level of Thryv do I need to use Automated Campaigns?
Creating your own personalized Automated Campaigns requires a Thryv Unlimited Package. Thryv Plus and Professional customers will have templates housed inside their Thryv, which will be editable, but you will be unable to create additional automated campaigns. Anyone that is below a Thryv Plus package will have to upgrade to use this feature.
What kinds of Automated Campaigns can I send?
- Engaging with Leads
- Engaging with New Customers
- Reconnect with Your Inactive Customers
- Engage with clients on a specific Date, i.e. birthday or any custom date field in the client card.
- Review Generation/Review Request
How many times will an automated campaign be sent to inactive customers?
The Automated Campaign will be sent once until the customer becomes active again. For example, if an automated campaign is set to send after 90 days of inactivity, then the customer would receive the campaign 90 days after their last interaction. If they interact again, then another 90 day period would start, at the end of which they would receive the campaign again. However if they do not interact, they would not receive the campaign a second time.
How many times will an automated campaign be sent for a customer that has a status change? (VIP, Lead, Customer)
The Automated Campaign will only be sent once. If the customer changes their status, for example, from a Lead to a VIP, the email will not be sent again to the same customer.