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Email & Text Marketing: Selecting Customers to Target

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Donna J
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When you are setting up an email or text marketing campaign, you can target your message to selected customers in several ways:

Important

If your Vagaro account has the access level of Employees Can Only Send Campaigns to Own Customers set, the potential customer list is restricted to your customers.

For the basics of creating a marketing campaign, see Creating Email & Text Marketing Campaigns.

Note

In the Vagaro Pro mobile app, options for selecting and filtering customers to target with a campaign are limited to Gender, Customers Of (selected employees), and Age Range. To use the full range of selection and filtering options, you must create your campaign on the Web version.

  1. Go to Marketing, click Create Campaign under Email & Text Marketing, and click Create Campaign on the marketing dashboard.

  2. Select your Delivery Method and enter the campaign title and/or email subject (depending on the delivery method.)

  3. Select the Campaign Type.

  4. The Select Recipients section shows your selection criteria choices and an overview of who will receive your campaign.

    The samples below show both email and text audience numbers. This view would be limited to Email or Text Audience, based on the selected delivery method.

    1. The view without the "… Own Customers" access level set:

      sel_recipients.png

    2. The view if your account is limited to "… Own Customers" by access level.

      sel_recipients_limited.png

  5. Make your target audience selections: All Customers, Filtered List, or Specific Customers.

    Details on each option follow.

  6. Finish creating your campaign on the subsequent screens and Announce it when you're ready.

All Customers

Send to all the business's customers or (if limited) to all your customers without making any other choices. If you want to edit the selections:

  1. Click Edit for Customers.

    web_all_cust.png

    1. You can click Select All or Deselect All to change the selections.

    2. Use the checkboxes to deselect individual customers.

    3. Use Search Customers to enter all or part of a name and find a particular customer. Then you can select or deselect the name.

    4. Click Apply & Close to save any changes to the list.

  2. Click Edit for Employees.

    web_all_emp.png

    1. You can click Select All or Deselect All to change the selections.

    2. Use the checkboxes to deselect individual customers.

    3. Use Search Customers to enter all or part of a name and find a particular customer. Then you can select or deselect the name.

    4. Click Apply & Close to save any changes to the list.

  3. Click See Who in the Opted Out box to view the names of customers and employees who don't want to receive marketing messages.

Filtered List

  1. Click Edit Filter to make changes to filter settings.

    Filter_list_2x.png

    The Filtered List option lets you limit the message recipients based on criteria that you configure for your campaign.

    Select_Filtered_Audience_2x.png

  2. Click Close to return to the New Campaign screen at any point; filters will not be reset.

    Click Clear Filter to reset all filters and close the screen.

    close-clear_2x.png

Filtering options:

Customer Since

Filter the list by clients who've been with your business before or after a selected date.

cust_before_since.png

  • Select Any if you don't have a preference

  • Select Before to target customers who've been with the business before a specific date. Then select the Date.

  • Select After to send a message to customers who've been with you after the selected Date.

Last Visit

Filter the list by clients who last visited before, after, or between a date range.

last_visit.png

  • Select Any if you don't have a preference

  • Select Before to target customers who last visited your business before a specific date. Then select the Date.

  • Select After to send a message to customers who've visited you after the selected Date.

  • Select Between for customer visits between a selected date range:

    last_visit_between.png

No. of Appts Between

Send the message to customers who have a specific number of appointments.

appts_between.png

Enter 10 in the left field and 0 in the right, and the software will select customers who have had at least ten appointments. If you enter 10 in the left field and 10 in the right, the software will send to customers with exactly ten appointments.

Amount Paid

Send the campaign to customers who spent a specific amount of money at your business.

amt_paid_between.png

General Tag

A General Tag is a keyword or phrase added to a customer's profile and used as an identifier or as a way to find a customer. Enter a customer tag here to send the campaign to customers with that tag. Enter multiple tags separated by commas.

gen_tag.png

Referred By

Limit the campaign to customers referred to your business by a specific client.

referred_by.png

Customers of Employees

Send to customers who've had a service with a specific service provider. Use checkboxes (or Select All) to select employees from the drop-down list.

cust_of_emp_no_past.png

If you check Customers of Past Employees, the list of choices expands to include your past employees.

past_emp_checkbox.png

If you have the access level of Employees Can Only Send Campaigns to Own Customers set, the drop-down list will show only your name, grayed out, to indicate that you cannot select other employees for the campaign.

filter_only_emp_cust.png

Birthday

Select a birthday month or use the default of Any to target customers born in a selected month.

birthday.png

Gender

gender.png

Age Between

Adjust the slider to select an age range (from 0 to 110) for customers to receive the campaign.

age_between.png

Memberships

Filter your list to only send to customers with selected Memberships.

membershipa.png

Past Services / Classes / Packages

To filter the list by customers who've had or taken a specific service or class or purchased a particular package, click the field under Past Services/Classes/Packages.

past_svc_class_pkg.png

Then, use checkboxes to select options to include in the filter, and click Apply.

past_detail_selection.png

When you've set up all your filtering options, click Apply on the Select Filtered Audience screen.

Specific Customers

The Specific Customer option allows you to send a marketing message to a list of customers you choose. You can select them all once, use Search to find the customers to include, or select them individually.

  1. Click Specific Customers in the Select Recipients

    specific_cust.png
    spec_cust_options.png

  2. You can use Select All to select all customers on the list (just as using the All Customers choice does.)

    Deselect All clears all checked boxes.

  3. Use Search to search for all or part of a customer's name. Customers that match will display, and you can use the checkboxes to select from them.

    search_cust_contains_mar.png

    Note

    When you use a partial search term, the search will find names that have that term in any part of a customer's name.

  4. When you've selected the customers to use for this campaign, click Apply & Close to save the choices.

    recip_after_search.png

    Notice that the number of customers is lower after this selection is applied.

  5. Click Edit or click the Specific Customers option again to change your choices. Either option will bring up the entire customer list with your previously searched-for choices checked.

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