Email Marketing

Email marketing is very quick and easy to do, and a great way to get an instant boost on a slow day. For example, if during the week you notice the weekend is looking a bit slow you might want to set up a promotion with an incentive to book an appointment over that time. You can then create an email and do a bulk mailout with the promotion code included. This can all be set up in a few minutes and is almost guaranteed to fill out your appointment book.

  1. Click on the Marketing menu as shown below:

  2. Select Create a New Campaign.

  3. The Select Marketing Campaign Criteria screen will now be displayed.This will initially display all your clients. For this example, we just want to target a few VIP clients. In the With Label field, select VIP and the screen will only display your VIP clients as shown below. You may have to set up Client Labels if you haven't already done so. Simply go to the Client record and under the Labels section, tick the label that best applies to your client. You can consider labels as "virtual" Post-it® notes for your clients, for example, by tagging your clients with labels, this helps you run your everyday operations and especially with SMS or Email marketing. You can label your clients such as  "Typically Late" or "Purchases Products" to help you organise your day.

  4. Scroll down and click the Send Email button.
  5. The Email Campaign screen will appear shown below:
  6. You can choose a template or simply start typing the message in the Create email body text field. 
  7. Merge Fields are placeholders for values that will be replaced when the message is sent. For example: [ClientFirstName] will be replaced with Margaret, [FormsLink] will be replaced with a link to outstanding forms, and so on. To insert a Merge Field, simply put your cursor in the message box where you want the field to appear then click on the Merge Field drop-down menu and navigate to the Merge Field you want to add. 
  8. You have the option of attaching a newsletter or promotional brochure in Word or PDF format by clicking the Select file button.
  9. Give your email campaign a name in the Campaign Name field to make it easier to identify in your campaign history.
  10. You can also preview your Email message by clicking Send Preview Email
  11. Schedule your marketing for later on using the Schedule button. Or send it now with the Send Email(s) button.

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