With Email and Text Marketing Campaigns, you can automatically message customers after their visit to ask them to fill out a "customer satisfaction" form, leave a review on your site or your social media, and more.
We'll explain how to set up your after-visit campaign and add buttons and links that incentivize customers to write reviews.
Remember!
After Visit campaigns are automatic. Once set up, the campaign will be sent to any customer that meets the criteria.
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Navigate to → → .
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Click Create Campaign to get started.
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Select Delivery Method.
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Email
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Text
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Email & Text
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Enter a Title for your campaign.
This will also be used as the email subject line.
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You can add emojis to the campaign title by clicking the emoji icon and selecting one or more.
Don't use too many emojis, so your message isn't marked as spam!
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Select After Visit as the Campaign Type.
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Use the slider to choose the number of days following the visit to send the campaign, from 1 to 30 days.
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Select Services and Classes to include in the campaign from the drop-down list.
You can select entire categories or individual services and classes.
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Select Recipients.
You can choose All Customers or Filtered List. The Specific Customers option is not available for this campaign type.
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If you want a filtered list, set the filter criteria, and click Apply.
You can edit the filter criteria or change the campaign to All Customers later.
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Select a time of day for your campaign to be sent by clicking the clock icon and selecting the time.
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Click Next to continue configuring your campaign.
Set up your campaign's look and messaging on the next screen. You can use one of the existing Templates or the Design Tab to create your unique email message. We'll use a template for our campaign.
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Scroll through the list of email template categories, select one, and then click a design to use.
When you select a template, the system opens it in the Design tab.
The templates have some preconfigured elements, but you can edit them as you like.
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Drag the Button module onto the design.
You can place it above or below the existing template elements.
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Edit each button.
You can control the button color, size (height and width), radius (rounded corners), and text color.
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Choose the Button Link type from the drop-down list. We're using Other.
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Edit the button text to tell the customer where the link will take them.
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Provide the URL for the review page you're sending them to.
The button does not appear in the message if you don't enter a URL.
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Click Save to finish this module.
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If you want to add more buttons, drag another button module onto the design.
Each button module holds up to three buttons.
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Preview your email by clicking the web or mobile Preview tabs. You can also send an email preview to yourself or others.
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Click Next to continue.
If you created a campaign with email and text, you can compose your message and add links for the text campaign on the next page.
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Compose Text - Enter the message for the text.
A preview of your message displays on the mobile device image as you enter it.
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Click Insert Link.
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You can use the Leave A Review link type to provide a link to the review page on your booking site or use Other to provide a custom URL to a social media review site.
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Click Send Text Preview and provide mobile phone numbers for testing your text campaign message. Click Send to finish.
Use commas to separate multiple text numbers.
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If you are ready to finalize the campaign to send, read and click the acknowledgment box to accept, and then click Announce. From this point on, customers with checked-out appointments will receive an After-Visit email/text. Customer visits before creating this campaign will not receive this message.
You can click Save for Later to hold off on announcing the campaign. The campaign will be in Draft status on your Marketing Campaigns page, and you can edit and announce it when you're ready.
To send a saved draft campaign:
All of the campaign creation processes we've shown above are done on the web version of Vagaro.
While you can set up the same types of campaigns on the Vagaro Pro app, there are some limitations and differences:
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You can only use the built-in templates
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You cannot add modules, so you are limited to the three buttons built into the template
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The Schedule option to set a send time for your campaign is near the end of the campaign setup process
Comments
4 comments
Thank you for the step-by-step instructions.
We're happy that we could help, Sheela!
So will this send to clients after each visit? I’m concerned that this is going to end up sending too many consecutive emails.
Hi Abigail, the number of emails a customer will receive depends on how you've set up your campaigns. For example, if you are worried about regular customers receiving too many emails, you can change your Filtered List so emails are only sent to specific customers, like new customers, customers that haven't visited your business in a while, etc.
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