Text Campaign Types

The One-Time Campaign campaign type is a one-time blast that bulk sends messages to a selected or filtered group of customers. The message can include anything from information about a store closure, upcoming sales and events, a daily deal, and so on.

The Birthday campaign type allows you to automatically send text messages around your customers' birthdays. Use it to send a warm birthday wish, a promo code, a form, or a link to your service page. Send the campaign right on the customer's birthday or up to 30 days before.

The Customer Anniversary campaign type allows you to automatically send text messages on the anniversary of a customer's first appointment with your business. Use it to thank customers for their loyalty, such as with a kind message, a promo code, or a special offer. Send the campaign right on the anniversary or up to 30 days before.

The New Customer campaign type allows you to automatically send text messages to customers who were recently added to your business. Use it to welcome them and encourage a return visit, such as with a promo code, a form, or a friendly introduction. Send the campaign immediately after the customer's profile is created or up to 30 days after.

The Lost Customer campaign type allows you to automatically send text messages to customers who haven't visited your business in a while. Use it to win them back, such as with a call to action to book, a promo code, or a feedback survey. Send the campaign from 1 to 52 weeks after a customer's last visit. Keep in mind that this campaign won't look back at customers who were already lost before you created it, and it won't send to customers who have a future appointment booked.

The Before Visit campaign type allows you to automatically send text messages before a customer's appointment or class session. Use it to share what to expect, such as a pre-visit form, parking and directions, or products they can buy in-store. Send the campaign from 1 to 30 days before the visit. You can apply it to a specific service or class or your entire menu, and customers receive it only if they're booked for a service or class you selected.

The After Visit campaign type allows you to automatically send text messages to customers you recently checked out for a service or class. Use it to stay connected after the visit, such as with a rebooking link, post-visit care tips, or a feedback survey. Send the campaign immediately after checkout or up to 30 days after. You can apply it to a specific service or class or your entire menu, and the countdown starts only once you check the customer out in Vagaro.

The Purchase campaign type allows you to automatically send text messages to customers after they buy an item you've selected. Use it to follow up on what they bought, such as with a post-purchase survey, care instructions, or a related offer. Choose which purchases trigger it from any category, including memberships, packages, and products, then send the campaign immediately after the purchase or up to 30 days after. If you're looking to send a campaign for service and class purchases, we recommend using the Before Visit or After Visit campaign instead.

The Custom Automation campaign type lets you build your own campaign when none of the preset types fit. Use it to set a custom trigger and decide who receives the message and when. Saving a custom automation also saves it for future use, and you can find your saved automations in My Automations.