Email 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 an email around your customers' birthdays. These emails can include a promo code, a form, a link to your service page, or just a kind message. You can 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 an email on the anniversary of a customer's first appointment with your business. The message can include anything from a kind note thanking customers for their loyalty, a promo code, a special offer, and so on. You can send the campaign right on the anniversary or up to 30 days before.

The New Customer campaign type allows you to automatically send an email to customers who were recently added to your business. The message can include anything from a warm welcome, a promo code, a form, a friendly introduction, and so on to encourage a return visit. You can 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 an email to customers who haven't visited your business in a while and don't have a future appointment booked. The message can include anything from a call to action to book an appointment, a promo code, a feedback survey form, and so on. A lost customer campaign can be set up to send messages from 1 to 52 weeks (one year) after your customers' last visit, but these campaigns will not retroactively look back for any customers that were lost before creating this campaign. A customer's last visit is their last checked-out or completed appointment. For instance, if you create a campaign for customers who haven't visited your business in two weeks, the system will not send out campaigns to anyone who hasn't visited in three or more weeks.

The Before Visit campaign type allows you to automatically send an email to a customer about their 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.

The After Visit campaign type allows you to automatically send an email to customers who you recently checked out for a service or class. The message can include anything from a call to action to rebook the appointment, a feedback survey form, post-visit care information, and so on. Configure after-visit campaigns to only apply to a specific service or class or your entire service/class menu, and configure your campaign to send immediately or up to 30 days after checking out a customer. Customers will receive this campaign only if they are checked out for the selected services or classes. For instance, if you set up an after-visit campaign for a "Couples Massage" to be sent out 30 days after a visit, but you forget to check out the customer from Vagaro, the 30-day countdown will only begin after you have checked out the customer in the system. This campaign will also not apply to appointments or classes checked out before this campaign was created.

The Purchase campaign type allows you to automatically send an email to customers after they buy an item you've selected. The message can include anything from a post-purchase survey, care instructions, a related offer, and so on. Choose which purchases trigger the campaign from any category, including memberships, packages, and products, then send it 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 allows you to 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.