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Creating Email & Text Marketing Campaigns - Vagaro Pro app

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Donna J
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Select from a gallery of high-quality templates. Add custom images and designs. Use various filters to send email and text blasts to a specific client list. Add electronic forms. Share a marketing email on Facebook. Customize your campaigns using links, images, and more.

To learn about signing up for Email and Text Marketing, see these links:

You can send these types of blasts when using the Email & Text Marketing Builder:

  • Non-Automated Messages: You can send one-time blasts to clients using pre-made templates and your own designs.

  • Automated Messages: This allows you to send automated birthday, thank you, and follow-up messages on a schedule. You can also send blasts to lost customers or clients who haven't been to the business for a long time.

Note

Remember, adding a custom image and design is only available for email. It is not available in the SMS text feature.

Covered in this article:

Create a Campaign

  1. Navigate to More → Email & Text Marketing.

    all_steps_email_text_mktg.png

  2. Tap Create Campaign.

    vpro_create_campaign_2x.png

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

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

    1. Email, enter the Campaign Email Subject.

      vpro_email_subject_2x.png

    2. Text only, enter the Campaign Title.

      vpro_text_subject_2x.png

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

      vpro_email-text_subject_2x.png

  5. Select the Campaign Type.

    vpro_email-text_campaign_2x.png

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

  6. Tap Next.

  7. Select Recipients for this campaign.

    vpro_sel_recipients_2x.png

    You can see how many customers and employees will receive the. You can also see how many customers or employees have opted out of receiving marketing campaigns.

  8. Tap Select Recipients to bring up the audience filtering options for your campaign.

    vpro_filter_options_2x.png

    Gender: choices are All, Female, Male, Non-Binary.

    Customers of: provides a list of service providers with toggle switches and a Select All option.

    Age Range: use the slider to set a range between 0 and 110 years.

    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.

  9. Tap Apply when you're done.

  10. Tap Select Email Template.

Using Email Templates

Vagaro offers extensive templates and images for all kinds of email marketing campaigns. You have many categories to select from, and within those categories, many images. Your options for customizing email templates are more limited when using Vagaro Pro than from Vagaro on the web. Next, we'll show you how to work with email templates using Vagaro Pro.

  1. Select an Email Template category from the theme choices.

    vpro_email_templ_categories_2x.png

  2. Select the theme image to use.

    vpro_email_templ_images_2x.png

    The template will have a heading and footer image, a placeholder for the Email Heading and Email Body, a placeholder for you to add your own image, three buttons (Book, Gift Certificates, and Leave a Review), and any social media links you have all preset. You can make changes to any of these presets.

    Note

    If you don't add your own heading, text, or image to the email, they will be hidden in the final version of the template and email blast.

    vpro_design_email_1_2x.png
    vpro_design_email_2_2x.png

  3. Tap Enter Email Heading and type in your heading.

  4. Tap Enter Email Body and type in the body of the message.

  5. Tap Add Image to add a picture from your device or use your camera for a new image.

    You can select Photo Library, Camera, and Business Gallery as the source for an image.

  6. Tap any one of the preset buttons to edit all three.

    vpro_design_email_2_2x.png
    vpro_cust_buttons_2x.png

    1. Use the toggle switch to enable (green) or disable any of the preset buttons.

    2. Tap the button name to select a new or custom button from the list.

      vpro_create_cust_button_2x.png

    3. Tap Save when you're done.

  7. Tap the social media icon to edit or add new social media links.

    vpro_social_links_2x.png

    1. Tap any greyed-out link and then type in the URL for your account page on that service.

    2. Change the link style by tapping the Social Link Style line and then tapping the style you want to use.

      vpro_social_link_style_2x.png

    3. Tap Save when you're done.

  8. When you're done customizing your email, tap Next.

  9. View the Preview of your email.

    You can tap Send Preview Email to send a copy to an entered email address.

  10. Tap Next to continue.

If you're setting up a dual Email and Text campaign, continue in the next section to set up the Text message. If just email, tapping Next will bring you to the final campaign setup. Jump to Sending your Marketing Campaign.

Set up a Text Campaign

The text campaign setup screen displays either after setting up your email template (for the Email & Text delivery option) or as a stand-alone step if the delivery method is only Text.

  1. Enter the text for your message in Compose Text. You have up to 306 characters, including spaces and a URL if you select a link to add.

    vpro_compose_text_link_1_2x.png

  2. Tap Insert Link to add a link to your text campaign.

    vpro_text_links_list_2x.png

    You'll see a selection of pre-configured URLs, including Forms. 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 (end of the list) and entering the URL.

  3. Tap Next when you're happy with your text message.

  4. View a preview of your text message and send a preview to selected phone numbers as you like.

    vpro_text_preview_2x.png

  5. Tap Next.

Sending your Marketing Campaign

  1. On the Send Campaign page, you'll have two toggles: Send Now and Facebook.

    vpro_announce_campaign_2x.png

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

  3. 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.

    vpro_confirm_fb_2x.png

  4. If you toggle Send Now to off, tap Schedule to set up a specific date and time to release the campaign when ready to send.

    vpro_schedule_campaign_2x.png

    Note

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

  5. When you're ready to send, tap the Acknowledge checkbox and tap Announce to send the campaign.

Note

If this campaign has both email and text delivery selected, the Announce option will queue both types of messages to be sent. Remember that your message is not sent immediately, as the number of recipients impacts how fast the clients receive the blast.

Marketing Campaign Dashboard

The Vagaro Pro app provides a version of the web-based Marketing Dashboard. Access it by going to More → Email & Text Marketing and tapping Campaigns.

vpro_campaigns_2x.png
vpro_mktg_dashboard_2x.png

  1. Tap Campaigns and then tap a campaign category.

  2. You can edit, duplicate, or delete your campaigns by swiping left on a campaign entry and selecting an option.

    vpro_cancel_queued_2x.png

  3. 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.

    vpro_search_msgs_2x.png

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

    vpro_archived_2x.png
    vpro_confirm_unarchive_2x.png

Cancel a Campaign

Follow these steps to cancel the announcement of a marketing email or text right after it's sent. You can also change the send date of a campaign that hasn't been released with this option.

  1. Go to the Campaigns page, and tap Queue.

  2. Swipe left on the campaign you want to cancel or change.

    vpro_cancel_queued_2x.png

  3. Tap Cancel and confirm in the pop-up dialog.

    vpro_confirm_cancel_2x.png

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

    Important

    This cancels your campaign without further action from you.

    You could also edit the queued campaign and move through the setup screens until you reach the Send Campaign screen, where you can edit the send schedule.

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