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Create an After Visit Email/Text Campaign

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Donna J
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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.

Get Started

  1. Navigate to Marketing → Email & Text Marketing → Create Campaign.

    stock_nav_marketing_tab_2x.png

  2. Click Create Campaign to get started.

  3. Select Delivery Method.

    • Email

    • Text

    • Email & Text

  4. Enter a Title for your campaign.

    This will also be used as the email subject line.

    1. You can add emojis to the campaign title by clicking the emoji icon and selecting one or more.

      add_emojis_2x.png

      Don't use too many emojis, so your message isn't marked as spam!

  5. Select After Visit as the Campaign Type.

    sel_after_visit_campaign_2x.png

  6. Use the slider to choose the number of days following the visit to send the campaign, from 1 to 30 days.

  7. Select Services and Classes to include in the campaign from the drop-down list.

    You can select entire categories or individual services and classes.

  8. Select Recipients.

    sel_recipients_2x.png

    You can choose All Customers or Filtered List. The Specific Customers option is not available for this campaign type.

    1. If you want a filtered list, set the filter criteria, and click Apply.

      select_ailtered_audience_2x.png

      You can edit the filter criteria or change the campaign to All Customers later.

  9. Select a time of day for your campaign to be sent by clicking the clock icon and selecting the time.

    schedule_campaign_2x.png

  10. Click Next to continue configuring your campaign.

Design Your Email 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.

  1. Scroll through the list of email template categories, select one, and then click a design to use.

    thank_you_templates_2x.png

    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.

  2. Drag the Button module onto the design.

    drag_drop_module_2x.png

    You can place it above or below the existing template elements.

  3. Edit each button.

    You can control the button color, size (height and width), radius (rounded corners), and text color.

    1. Choose the Button Link type from the drop-down list. We're using Other.

      button_link_other_2x.png

    2. Edit the button text to tell the customer where the link will take them.

      edit_button_content_2x.png

    3. 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.

    4. Click Save to finish this module.

  4. If you want to add more buttons, drag another button module onto the design.

    Each button module holds up to three buttons.

  5. Preview your email by clicking the web or mobile Preview tabs. You can also send an email preview to yourself or others.

    email_preview_2x.png
    mobile_email_preview_2x.png

  6. Click Next to continue.

Set Up Your Text Campaign

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.

  1. Compose Text - Enter the message for the text.

    A preview of your message displays on the mobile device image as you enter it.

    onscreen_text_preview_2x.png

  2. Click Insert Link.

    1. 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.

      leave_a_review_link_2x.png
      text_custom_URL_2x.png

    2. 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.

      send_text_preview_2x.png

Finishing and Sending Your Campaign

If you are ready to finalize the campaign to send, read and click the acknowledgment box to accept, and then click Announce. This puts your campaign in the sending queue and waits for the selected number of days and time of day to send to customers following their visit for selected services or classes.

ack_announce_2x.png

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:

  1. Open a draft campaign from the Marketing Campaigns page.

  2. Click Next on each page until you return to the final page with the Announce button.

  3. Click the Acknowledgment box and then click Announce.

    The campaign status changes to Announced and your campaign will be sent to customers as configured.

    marketing_campaigns_page_2x.png

Email/Text Campaigns on Vagaro Pro

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:

  • You can only use the built-in templates

  • You cannot add modules, so you are limited to the three buttons built into the template

  • The Schedule option to set a send time for your campaign is near the end of the campaign setup process

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