Managing Email and Text Marketing Messages

To track and manage all your email and text marketing messages, follow the steps below:

• Vagaro Pro app (next)
• Web Version

Vagaro Pro app

1. Navigate to More > Email & Text Marketing.
   
2. You can see the number of emails and texts you've sent during the current billing cycle.
   Below this, you can see the email marketing plan you chose.
   Tap the Limit link to change your email or text marketing plan.
   
3. To view and track all the messages you created, scroll to the top of the screen. Then select Campaigns.
   
   
   
4. The list displays the number of:
   • Messages you've created (All Messages)
   • Messages you've sent (Sent)
   • Campaign blasts you're still working on (Drafts)
   • Messages that are in the queue to be sent out (Queue)
   • Recurring messages that are sent on a consistent schedule, set by you (Automated)
   • Messages that have been saved to your archives (Archive)
     
5. To view messages within a specific status, select the status from the list. For example, select All Messages to see all the messages you have created.
6. Select All Campaigns to see all the email and text blasts that were created within the status you selected.
   
   Select the Email tab to narrow the list to email messages. Select the Text tab to narrow the list to text messages.
7. To search for a specific message on the list, enter its title in the Search box.
   
8. To track the performance of a marketing campaign, select a message with Announced status and tap it. Click here to learn more.
   
9. To Edit a message, create a Duplicate copy or store the campaign in your permanent Archive, select the message. Swipe to the right and tap an option.
   
   
   Note: With the Employees Can Only Send Campaigns to Own Customers access level on, employees may see access denied or another error if they try to change a campaign created by another employee, or try to select customers that are not theirs, or try to use the Customers of Past Employees filter option.
   

Web

1. Navigate to Marketing, and then click Create Campaign in the Email & Text Marketing box.
   
   
2. You can see all your text and email messages, including:
   • Sent messages - these have been sent to your client list
   • Draft messages - these are blasts you're still working on
   • Sending Queue - these are messages that are being processed and in the queue to be sent
   • Automated Sends - these are recurring messages that are sent to customers on a consistent schedule
   • Archive - these are blasts that have been saved to the permanent archive
     
3. Under the messages, you'll see the total number of email and text marketing messages sent during the current billing cycle.
   To change your email or text marketing plan, click the Limit link.
   
4. Click All Campaigns to filter the list by message type.
   
5. At the top-right of the screen, use the search function to filter the email and text marketing list by a keyword or the Campaign Name.
   
   
   
6. To create a Duplicate copy or save it to the Archives, click the Action menu (3 vertical dots) and select an option.
   
   • For campaigns that have been sent (Announced), you can View, Duplicate or Archive the campaign
   • For campaigns that are still in Draft status, you can Edit, Duplicate or Delete the campaign
   • For campaigns that are in the Send queue, you can Edit, Duplicate, or Cancel (putting the campaign back into Draft status)
   • For campaigns that are Archived, you can only Unarchive
   
   
   Note: With the Employees Can Only Send Campaigns to Own Customers access level on, employees may see access denied or another error if they try to change a campaign created by another employee, or try to select customers that are not theirs, or try to use the Customers of Past Employees filter option.