To reach a particular group of your client list, you can construct targeted campaigns using the campaign filters. This can be done with both pre-existing and custom templates. In this article, we will walk through the steps to create a targeted campaign for clients who have purchased specific memberships.
Things to know:
- By default, MyTime will automatically select the clients who have email addresses and phone numbers on file and have opted in to receive marketing campaigns. If a client has not opted in or does not have an email address or phone number on file, they will not be included in the recipient list
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For more details on SMS marketing campaigns, learn more here
Creating Target Campaign for Membership Purchased
- Navigate to Marketing > Campaigns
- Here you can use information from an existing email template or create your own
- For pre-saved templates, locate the template you wish to use then hover to see the 'View/Send' option
- Click 'View' to edit the template
- Template's Name - You can rename the template to one of your preference
- Reply-to-Name - 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 - A drop down will be displayed with the business' email addresses if more than one, and the option to add a custom email address
- Email Subject - You can edit the subject of the email to one of your preferences, this will be the subject displayed when your clients receive your email
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Body of the template - You can edit the email's body by clicking anywhere in the textbox
- If you wish to have this campaign sent via text message as well, you can copy the template details and then click the 'Text Message' to paste the information there
- After making the necessary adjustments to your campaign template, click on the 'Save Changes' button to be redirected to the templates page
- Hover over the same template you just edit then click 'Send'
- At the bottom right-hand side of the page, click on the "Next Select Recipients" button
- On the 'Select Recipient' page is where you use the campaign filters to select your target clients for this campaign.
- Location- You can select the location for which the campaign is applicable if your account has multiple locations. When a location is selected, the recipient list is filtered to include only clients who are associated with that location
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Who - You can use this filter to target clients who have purchased memberships at your business, you can select all members or specific membership
- Click the drop-down arrow for the 'Have/Have Not' filter and choose 'Have'
- Click the drop-down arrow for the membership filter to display the membership the business offers, choose All Membership, or select a specific membership. Remember to deselect the other filters for classes, packages, products, and services
- Within the past - This filtered to membership purchased within the specified number of days, weeks, months, or years. To target a specific date range or time period, click the drop-down arrow > Custom Time period
- The client-selected list will include the number of clients that matched the filters above. For this example, the list is reduced to 11.
- Click Send
- You will then be directed to the Marketing Campaign sent page to view sent campaigns
If you have any questions, please contact our Support Team at support@mytime.com.
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