Campaigns

Quick Reference: Every message to many clients at once is a campaign. Go to Marketing Studio → Campaigns.

Quick start

Go to Marketing Studio → Campaigns and choose New campaign (or Write with AI).
Content: write the email, the text, or both. Untick Send email or Send text to leave one out.
Audience: pick a group of clients, or pick clients one by one.
Review: choose Send now, or pick a time and choose Schedule.

From the Clients list you can also tick clients and choose Send a campaign to selected.

Writing the messages

Email: a subject and a message. You can add an image (Choose image) and a booking button (Include booking button).
Voucher PDF: under the image, Attach a voucher PDF (optional) adds an existing shareable (multi-use) voucher's PDF to every email. Vouchers are made in Catalogue → Vouchers. If the voucher expires or is archived before the campaign sends, the emails stop and the clinic owner is told. Choose Duplicate, pick a current voucher and send the copy.
Text: write the text, or use Insert from your text templates to start from one of your saved text templates. Merge fields such as the client's first name are filled in for each client.

Choosing who gets it

Pick a group (for example clients due for rebooking) or pick clients one by one.
Skip anyone messaged in the last 1 hour, 24 hours, 7 days or 30 days leaves out anyone who already had a text or email from the clinic in that time. The count shows "N skipped: messaged recently", and the same rule is applied again when the campaign sends.
Clients who have opted out of marketing, and clients with no email address or mobile number for that channel, are skipped automatically.

Sending

Send now sends straight away, at any time of day.
Schedule sends at the time you pick. Quiet hours (set in Settings → Comms → Campaigns) apply to scheduled campaigns only: a time inside quiet hours is refused and the next allowed time is shown.

History and Retry

Campaigns → History lists sent campaigns with how many sent, failed and were skipped. Open one and choose Retry failed sends (owner or admin) to send again to the clients whose message failed. Clients the first attempt reached are never sent a second copy.

Templates

Open a campaign and choose Save as template to reuse it. Campaigns → Templates lists them; choose Use to start a new campaign from one.

Clients overdue for rebooking

The Rebooking page lists clients who are due back, with its own Send SMS and Send Email buttons.

Related Documentation: Text compliance, Client Profiles