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Global Automated Messages & Campaigns

MyTime enables franchise businesses to tailor automated messages and manual campaigns at both the parent and child levels. This article will outline the steps to configure automated messages and campaigns specifically from the parent level.

Things to know:

  • This feature is solely relevant for accounts utilizing the global database and can only be enabled by a member of the MyTime Team. To enable global marketing, please contact our Support Team at support@mytime.com. 
  • For accounts with the global database for marketing activated, any customizations made to automated messages and campaigns at the parent level will be reflected in the child account and can be used at the child level.
  • For accounts where the global database for marketing is inactive, the child companies will use automated messages and campaign at the child level
  • Child accounts cannot edit global automated messages and campaign templates; these have to be edited at the parent level. However, the child account can clone campaign templates from the parent account and edit the cloned template.
  • On the client profile, messages cannot be sent from the parent account
  • Email theme configuration is used for both automated messages and campaigns
  • Resetting a campaign for a child account will use the template from the parent company, meaning any modifications made to the parent account template will be automatically applied to the child accounts. Resetting at the child level will revert to the child template.

Content:

Configuration at the Parent Level

Generating Parent Campaigns at the Child Level

 

Configuration at the Parent Level

Automated Messages

  1. From the parent account, navigate to Marketing > Automated Messages
  2. Below you will see 2 tabs, Transactional and Marketing:
    • In the Transactional tab, you will see all the pre-saved templates. From here, you can activate and edit your transactional automated message templates
    • In the Marketing tab, you will see all the pre-saved templates. From here, you can activate and edit your marketing automated message templates
  3. Below either tab, hover over the desired pre-saved template and select View to edit the template 
  4. From here, you can edit the following:

    • Delivery By: Choose the method of delivery - email, text message, or push notification. If the method selected is not available for a client, we will try other available methods even if it was not selected. For instance, if you select email as the delivery method but the client does not have an email address on file, we will send the notification via text message.

      • Email: The client must have an email address on file and be opted in to receive transactional emails

      • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS

      • Push Notification: The client must have the MyTime Guest App installed on their mobile devices.

    • Reply-to name: The name of the business that appears when your clients reply to an auto email. We will use the business name that was added to the business profile page
    • Subject: The subject or title of the email. This can be set and edited to your preference

      Add Directions: You can add directions for each of your locations. They will be featured in clients’ appointment-related emails.

    • Item-specific Instructions (service, class, etc.): You can add instructions for each of your services. They will be featured in clients’ appointment-related emails.

    • The body of the email. To edit:

      • Hover over the highlighted sections

      • Click on the edit icon

  5. When you are finished editing the template, select Save at the bottom

Campaigns

  1. Navigate to Marketing > Campaigns 
  2. Below you will see 4 tabs: New Campaign, Templates, Scheduled, and Sent:
    • New Campaign: You will be able to create your own templates and save them
    • Templates: You will see all the pre-saved templates. You will be able to edit these templates and save them
    • Scheduled: You will be able to schedule templates to send to clients for a future date and time
    • Sent: You will be able to see all sent templates
  3. In the Templates tab, you will see pre-saved templates for you to customize to your liking. Hover over the desired pre-saved template and select View to edit the template                       
  4. From here, you can edit the following:

    • Reply-to name: The name of the business that appears when your clients reply to an auto email. We will use the business name that was added to the business profile page

    • Reply-to email: The email address of the business where any reply from your clients will be sent
    • Subject: The subject or title of the email. This can be set and edited to your preference
    • The body of the email. To edit:

      • Hover over the highlighted sections

      • Click on the edit icon

  5. When you are finished editing the template, select Save at the bottom

Email Theme

  1. Navigate to Marketing > Automated Messages
  2. Click "Edit Email Theme" in the left panel
  3. You will be on the "Customize Your Email Theme" page, where you can:
    • Change your background color using the color picker
    • Change your button/link color using the color picker
    • Insert a background image
    • Include letterhead
  4. Once done, your changes will be displayed below. You can see the web and mobile version of your email template to see how it would look on either platform
  5. Save changes

Generating Parent Campaigns at the Child Level

  1. From the child account, navigate to Marketing > Campaigns
  2. To access child-level campaigns, click the Templates tab. To access parent-configured campaigns, click the drop-down arrow next to 'Write Your Own'
  3. In the dropdown, you will see the templates configured at the parent level that display the global icon                                                                                               
  4. Choose a template and it will be displayed
  5. Here you can:
    • Choose the delivery method for the campaign
    • Make further edits to the template
    • Save Template: Save the changes to the child level 
    • Preview: View the template before sending
    • Cancel: Remove the displayed template from the screen
  6. Once changes are completed, select Next: Select Recipients to be directed to the filter page 
  7. Select your desired filters; you can learn about each filter here  19358960-a9de731b9be90e9669354c44c357e951.png
  8. You can also search for clients by name, phone number, and email address using the search box  19358001-28fdfa2c428afae453170da065b267e5.png
  9. To view and edit the clients selected to receive the campaign before sending, select View next to the client count                                                                        19358284-1337181bd7f0a7c5bbcdacee150cc48a.png
  10. Once satisfied with your recipient list, you can choose to send the campaign now or later. If you choose later, you can select a date and time for the campaign to be sent. 19358055-b4809020e56438b2396c53ecf7e6ee62.png
  11. Click on the Send button to send the campaign now
  12. On the Campaigns Sent tab, you will be able to view all campaigns that were sent.

 

For more information, contact us at support@mytime.com.            

 

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