The Before Visit campaign type allows you to automatically send text messages before a customer's appointment or class session. The message can include anything from advertising products to be purchased in-store, a pre-visit form, or instructions on where to park and how to get to your business. Configure before-visit campaigns to only apply to a specific service or class or your entire service/class menu, and configure your campaign to send from 1 to 30 days before the customer's visit. Customers will receive this campaign only if they are scheduled for the applicable service or class. For instance, if you set up a before-visit campaign that only applies to "Hair Coloring" appointments, your customers won't receive this campaign before, for example, a "men's haircut." This campaign will also not apply to appointments or classes booked before this campaign was created.
Before sending out a text campaign, keep the following in mind:
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Text campaigns are limited to text only. Videos and photos are not allowed, but links can be included.
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Before-visit campaigns will continue sending messages for as long as they remain active, so you only have to create one before-visit campaign and let it run continuously. If you need to change the campaign, you can edit and reannounce it later.
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Campaigns will only be sent to customers with mobile phone numbers in their Customer Profile.
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Campaigns will not be sent to customers you have blocked from online booking.
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Campaigns may be rejected if they break Vagaro's text guidelines or are flagged by phone carriers. Vagaro will not refund text messages used for flagged or rejected campaigns.
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Campaign recipient lists will not include customers who have opted out of marketing on Vagaro. including customers who have replied "STOP" to your previous campaigns.
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You can't create a text campaign while the number provided by Vagaro is still being approved.
Prerequisites: This feature requires a text marketing plan with an approved phone number.
To set up a before-visit campaign:
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Go to → .
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Select Create Campaign.
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Under Select Delivery Method, select Text.
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Enter a Text Campaign Name. This title is not visible to your customers.
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Select the Before Visit campaign type.
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A slider will display to select how many days before a customer's appointment you want to send the message.
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You'll also have to select the services or classes that apply to this campaign.
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Select Apply to continue.
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Specify the customers to include in the campaign by selecting the gender, customers of a specific employee, and age, then select Create Text.
You can select Reset to clear all filters.
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In the campaign builder, compose a text message for the campaign. The text cannot exceed 306 characters.
When composing a message, you can:
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Select the Vagaro AI
button to enhance your message with AI.
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Select Insert Link to add a link to your booking page, service menu, products, forms, Daily Deal, etc.
Note
Adding links to your campaigns allows for tracking the click-through rate and how many customers booked through the link. These metrics are only tracked for Vagaro links; Vagaro will not track clicks to external websites outside of Vagaro.
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Select Insert First Name or Insert First & Last. The system will automatically put the customer's name into the message when it is sent.
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Select Next. A preview of your text message will display.
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Optionally, select Send Text Preview to send a preview text to your phone.
Warning
Sending a text preview will pull from your Text Messaging plan.
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Enter the phone numbers you want to send the preview to. Select Add Number to add another phone number.
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Select Send Preview Text.
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Select Next.
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Schedule and announce your campaign:
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Schedule: Set a time for when this campaign will usually be sent out. By default, it is set to 8:00 a.m.
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Agree to the acknowledgment.
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Select Announce.
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To set up a before-visit campaign:
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Select the Marketing tab at the top or bottom of the screen.
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Under the Email & Text Marketing heading, select Create Campaign to go to the marketing dashboard.
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In the marketing dashboard, select Create Campaign.
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Next to Select Delivery Method, choose Text.
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Enter a Campaign Title. This title is not visible to your customers.
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Select the Before Visit campaign type.
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A slider will display to select how many days before a customer's appointment you want to send the message.
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You'll also have to select the services or classes that apply to this campaign.
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Select the recipients for this campaign:
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All Customers: Send this campaign to all customers in your Customer List.
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Filtered List: Send this campaign to a specific, filtered list of customers.
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Specific Customers: Not available for this campaign type.
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Optionally, set a Schedule for when this campaign will be sent out to customers.
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Select Next to begin drafting your text campaign.
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In the campaign builder, compose a text message for the campaign. The text cannot exceed 306 characters.
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Select the Vagaro AI
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Select Insert Link to add a link to your booking page, service menu, products, forms, Daily Deal, etc.
Note
Adding links to your campaigns allows for tracking the click-through rate and how many customers booked through the link. These metrics are only tracked for Vagaro links; Vagaro will not track clicks to external websites outside of Vagaro.
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Select the Insert Name menu while drafting a message to insert a customer's First Name or First & Last Name. The system will automatically replace the filler text with the customer's name when you announce
A text preview will display on the right side of the screen.
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Optionally, to see what your text will look like on your phone, select Send Text Preview:
Warning
Sending a text preview will pull from your Text Messaging plan.
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In the Send Text Preview popup, enter the phone numbers (separated by commas) you want to receive the preview, then select Send.
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Agree to the acknowledgment, then select Announce.
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You can save a draft of your campaign by selecting Save for Later instead of announcing it right away.
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