Creating or modifying a visit campaign

A visit campaign is a type of automated marketing campaign that can be used to contact your clients a specific amount of time after attending one of your services. These campaigns can be used to solicit feedback on services, encourage future attendance, and provide incentives such as discount codes. After you create a visit campaign template, you can send the email message to an individual client or a group of clients.

NoteSMS and push notification templates are not available for this type of campaign.
NoteYou can send a test email when editing a visit campaign template by clicking the SEND TEST EMAIL button and entering a receiving email address. When you send a test email, your client specific email variables will populate with placeholder information.
NoteEmails have a character limit of 102,400 characters.

To create or modify a visit campaign:

  1. Click the App Drawer button .
  2. In the App Drawer, click Marketing.
  3. Under Visit Campaign:
    • To create a new visit campaign template, click Add at the bottom of the list.
    • To modify an existing visit campaign template, click the Edit this template button .
  4. Under EMAIL SEND RULES, configure the following:
    • Type a number in the Send box and select hours, days, months, or years from the list to define how much time should pass after a client attends a service before the email is triggered. In the after client visits list, you can select Any service or you can select a specific type of service that will trigger the email.
    • To stop sending emails once the client attends a service, set the Stop sending this campaign when the client visits another service option to ON.
    • To send this campaign to only specific client types, set the Send only to specific Client Types option to ON, and then set each client type to which you want to send the campaign to ON.
    • To send this campaign to only specific client groups, set the Send only to specific Client Groups option to ON, and then set each client group to which you want to send the campaign to ON.
      • If you have selected a client type and a client group, the email will send only to clients who fall under both categories.

  1. Under Compose Email, configure the email content.
    • For information on how to use variables in the email message, see Email variables.
    • To add an image to the email message:
      1. Copy the URL of the image you want to add. You can only add images that are hosted online.
      2. Under Email Content, right-click where you want to insert the image.
      3. On the context menu, click Image. The Insert/edit image dialog box is displayed.
      4. Next to Source, paste the URL of the image.
      5. Next to Image description, provide a description of the image. The description will be displayed instead of the image for recipients who prevent their emails from displaying images.
      6. Next to Dimensions, enter the horizontal and vertical dimensions of the image in pixels, if desired. Select the Constrain proportions checkbox if you want the system to maintain the horizontal to vertical proportion when you resize the image. Clear the checkbox if you want to modify the dimensions freely.
      7. Click Ok.
  2. Under Email Content, provide the body of the email message. For information on how to use variables in the email message, see Email variables.
  3. To activate the campaign, at the top of the page, set the ACTIVATE EMAIL option to ON.
  4. Click SAVE. The visit campaign is created.
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