Create And Edit An Email/SMS Marketing Campaign

 

You can create marketing campaigns to provide discounts, cashback offers, or loyalty points to a particular section of customers. In Zenoti, you can create three types of marketing campaigns: media, text message/email and custom coupons.

Email\Text Message Campaigns:  Using these campaigns, you can send SMS (text) messages or emails to customers.

Media Campaign: With this campaign, you can track the performance of physical advertisements in newspapers or magazines

Custom Coupons: Using a custom coupon campaign you can cross sell services to particular customers.  For example you can print a custom coupon on a customer’s receipt, and offer them a free pedicure if they are frequent customers of your manicure service.

 

To Create A SMS\Email Campaign

1. Ensure you are in the Center view.

Note: You can also create SMS\Email campaigns from the Organization view

2. Click on the Marketing tab

3. Click on Email/Text Message

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4. In the Manage Email/Text Message Campaigns screen, click on the Add button in the left hand corner

5. The General section of the Create Campaign screen will come up

6. In the Campaign Name field enter a name for it

7. In the Campaign Code field enter a code for it

8. In Description field enter a description

9. Select the Cash back, Discount, Loyalty Points or Announcement radio button

   a) If Cashback is selected:

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     I. Enter a cashback value or percentage in the Cashback field.

     II. Select the Cashback can be redeemed by anyone checkbox if you will allow guest’s family members to redeem it.

     III. Fill in the number of days the coupon will be valid in the Cashback Validity field or enter a specific date in the or until field.

     IV. In the Minimum Amount field enter the minimum invoice value. If you fill this field only when the invoice total is equal to or more than the amount, the campaign will be applied.

   b. If Discount is selected:

     I. In the Discount drop down box select the discount to be applied

     II. In the Minimum Amount field enter the minimum invoice value. If you fill this field only when the invoice total is equal to or more than the amount, the campaign will be applied.

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   c. If Loyalty Points is selected:

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     I. In Loyalty Point Program drop down box select a specific program

     II. In the Minimum Amount field enter the minimum invoice value. If you fill this field only when the invoice total is equal to or more than the amount, the campaign will be applied.

   d. If Announcement is selected no additional fields have to be filled in

10. In the Target Segment: Recipients drop down box select a specific target segment

11. Click on the Count button to check the number of guests in the segment

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12. Select between the Always On or Scheduled radio buttons in the Schedule field 

Note: The Always On option allows a campaign to be delivered to those eligible at regular intervals. Using such campaigns you can send birthday and anniversary greetings, member only offers, event follow ups, etc. To run Always On Campaigns you will have to purchase Always on credits that can only be used for these campaigns..

13. If Scheduled is selected choose the date and time when the campaign should run

14. Select whether the message type is either Text Message or Email

   a. If you select Text Message:

     I. In the Plain Text field enter the text for the campaign and copy macros from the Available Macros field into it

   b. If you select Email:

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     I. Click on Select a template and you will be able to select one from any that are already available

     II. In the Subject field enter a subject line

     III. Either use the Plain Text field or the HTML field to enter your campaign text and copy macros from the Available Macros field into it

     IV. If you used the HTML field click on the Preview icon next to the HTML field to preview the email

     Note: Currently macros for customer’s name, organization’s name, center name, phone number and logo are available. So for example if you use the [First Name] macro, it will be replaced by the first name  

     of the customer when the text message or email is sent.

15. In the Target Segment: Billing drop down box choose a target segment

16. Click on the Count button to check the number of guests in the segment

17. In the Booking Dates field choose the Start and End date

18. In the Applicable Dates field choose the Start and End date

19. In the Applies to field choose whether this campaign applies to appointments booked from the webstore and mobile devices

20. Select the Limit to Users in Target Segment check box if you want the campaign to only be applied to customers that fall in the target segment. If you want the campaign to be available to customers regardless of target segment, leave this checkbox blank.

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21. Select the Campaign discount and redemptions contribute to free service amount check box, if you want the discounted amount after applying this campaign to contribute to the therapists free service amount, and the appropriate free service commission rules to apply. To know more about free service commissions, read the article 'Defining Jobs and Commissions'.

22. Select the Need OTP Authorization check box if you wish to restrict application of this campaign to only authorized users. When you apply this campaign to a guest's invoice, an OTP code will be sent to the guest's registered mobile number and only once the code is entered on the payment page, payment will be processed. To know more about OTP, check the article Using One-Time Password (OTP) Feature.

23. Select the Show while taking payment checkbox to activate the campaign. The campaign will then be sent to customers and will also be available on the campaign drop-down list on the Take Payment/Invoice page. You can deactivate a campaign at any point of time.

24. Click Next.

25. In the Centers section select the centers in which the campaign will be used.

 

To Modify A SMS\Email Campaign

You can modify a SMS\Email campaign and use it repeatedly. When modifying a campaign you can also check its status, display it on your webstore’s catalog and promote it via your Twitter and Facebook accounts.

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1. Ensure you are in the Center view

2. Click on the Marketing tab

3. Click on Email/Text Message

4. Use the search function to find the campaign you want to modify

5. Click on the campaign name

6. In the General tab you can edit the details of your campaign.

7. Click on the Delete button to delete it

8. Click on the Copy Campaign button to copy it

9. To check the status of the SMS\Email campaign, click the Status tab. This tab will show you when the campaign was sent, number of guests it was sent to, its status, whether it was delivered or not delivered and if the guest opened it.

10. In the Catalog tab, you can choose to show the campaign in the Deals section of the webstore by selecting the Show In Catalog checkbox

11. In the Social tab:

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   a. In the first three fields, enter the Announcement Message, Caption and Message for your Facebook post

   b. Click the Upload button, to upload an image for your Facebook post

   c. Click Post. Your Facebook page will be updated with this post.

   d. In the Twitter section, enter your Tweet

   e. Click Post

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