Creating Email & Text Marketing Campaigns - Web Version

Click Marketing.

Click Create Campaign under Email & Text Marketing to access the Marketing Campaigns dashboard.

Click the Create Campaign button to open the New Campaign screen.

Select the delivery method (Email, Text, or Email & Text.)

The following field name will change based on the selected delivery method.

1. Email, enter the Campaign Email Subject.

   

2. Text only, enter the Campaign Title.

   

3. Email & Text, enter the Campaign Title & Email Subject

   

   Hover over the info icon for tips on creating your title/subject.

   

   Add emojis to your email by clicking the emoji icon and selecting images to include.

   

Select the Campaign Type.

We'll use Campaign Blast for this example (see Email & Text Marketing: Campaign Types for details on each campaign type.)

Select Recipients for this campaign.

1. All Customers

2. Filtered List

3. Specific Customers

   You can see how many customers and employees will receive the campaign and edit those lists by clicking Edit. You can also see the names of customers or employees who have opted out of receiving marketing campaigns (click See Who.)

   Clicking Edit in the Customers box and using the Specified Customers option brings you to the same pop-up screen with checkboxes by customer names. Use the checkboxes to select or clear individual names from the campaign list.

   

   Click Filtered List to use filters to select customers included in the campaign. See Email & Text Marketing: Selecting Customers to Target for details on using a filtered list.

   

   Note

   If the employee creating the campaign has the access level of Employees Can Only Send Campaigns to Own Customers set On, the customers and employees that they can select from will be limited. In the Filtered List selections, the setting for Customers of Employees will show the employee's name and not be editable.

In the Schedule area, click Send Now or Schedule.

1. Use Send Now to release the campaign as soon as you've finished creating it.

2. Toggle the Post On Facebook switch On (green) to post to Facebook when you release the campaign.

   You'll be asked to confirm your Facebook account before continuing.

   

3. Schedule lets you set a specific date and time to release the campaign when ready to send.

   

   Note

   The Post On Facebook option is not available when you select Schedule.

Click Save for Later to finish creating the campaign later, or Next to move to the next steps.

Select an Email Template category from the theme choice, then the image for the template to use.

Once you select the theme/template, you are shown the Design tab, where you can customize your email design.

Choose modules to drag and drop onto your design.

The template will have a heading and footer image, three buttons (Book, Gift Certificates, and Leave a Review), and any social media links you have all preset. You can change any of them and can add the following to the email:

To add a module to the message, drag and drop from the modules sidebar onto the message.

1. Text modules will open an Edit content pop-up screen where you can enter and format text for your message, add hyperlinks, and style the text box with background and border colors.

   

2. Image modules open a pop-up screen where you can upload an image or select one from your business Image Gallery. You can make any image a hyperlink by entering a URL in the Link to box.

   

   Once an image is selected, you have an Edit option which opens the Vagaro image editor. Please see Vagaro Image Editor for more on using this tool to manage your images.

   

3. The Buttons module opens an edit window where you can set button color, height, width, rounded corners, text color, font, and size and add preset or custom links to the buttons. Each Button module can have up to three buttons, but only the ones you configure will show on the message.

   

4. The Social Buttons module lets you add links to social media accounts (Facebook, Twitter, Instagram, etc.)

   

   The Themes drop-down list gives you six link style selections. Any change to the Theme is reflected in the links shown on the page and the preview.

   

5. The Style tab on every edit pop-up provides background and border colors, border size, and padding options. Changes to the background and border color won't take effect unless you click OK in that dialog.

When you hover over any module on the Design tab, you'll see three options:

1. If your cursor is the cross-arrows icon, drag the selected module to reposition it in the design.

2. Click the Edit icon to open the Content Editor and make changes.

3. Click the Delete icon to delete the entire module.

The Templates page has two Preview options: for Web and Mobile. Click either icon to see how your campaign message will look in the selected type.

When you're done customizing your email, your choices are:

1. Click Back to return to the first page of the campaign setup.

2. Click Save for Later to save the campaign to work on later.

3. Click Send Email Preview to preview what the email will look like when sent.

   

4. The last choice depends on the delivery method you selected at the start of your campaign setup.

   1. For Email & Text delivery, click Next and set up the Text campaign (see more in the next section.)

      

   2. For Email only, click the Acknowledge box and then click Announce.

      

Enter the text for your message in the Compose Text. You have up to 306 characters, including spaces.

Click Insert Link to add a link to your text campaign.

You have a drop-down selection of pre-configured URLs, including Forms, in the system. If you have Promo Codes set up, you can select one or more to add to the text. And you can enter a custom link by clicking Other and entering the URL.

Send a preview of the text to one or more mobile devices.

Enter the mobile numbers to send the preview and click Send. To send to multiple numbers, separate the numbers with commas.

When you're ready to send, click the Acknowledge checkbox and click Announce to send the message to the selected customers and employees.

You can see your marketing blasts on the main Marketing Dashboard (Marketing > Create Campaign).

You can edit, duplicate, or delete your campaigns by clicking the Action menu (three vertical dots) and selecting an option.

You can view, duplicate, or archive campaigns created by someone else.

You can deactivate a campaign temporarily with the Active switch.

To search for the email or text message by keyword, enter the campaign's title in the search box towards the top of the screen. Click Managing Email and Text Marketing Messages to learn more about managing your marketing emails.

Archived campaigns can be seen in the Archive tab, where they can be Unarchived as needed.

Find the message on the main Marketing Campaigns Dashboard (Marketing → Create Campaign) and click the date under Status.

Click the box next to Cancel Announcement, and then click Apply.

The campaign is removed from the Sending Queue but remains in Draft status on your Marketing Dashboard.

You'll see a pop-up confirmation that the campaign was cancelled.