Your ability to edit and customize marketing campaigns depends on your subscription plan. If you have a Growth, Premium, Enterprise, or Automated Email + SMS Marketing subscription, you can edit and customize all content in most of your marketing campaigns. If you do not have one of these packages, you can still view your messages, edit the subject line and reply-to name, and toggle the automated messages on or off. In this article, we will walk you through the steps to create marketing campaign templates and customize the pre-existing ones.
Things to know:
- You can personalize your marketing campaign by inserting emojis in the template's body via email or text message. Simply copy the emoji from websites like https://emoji-copy-paste.com/ and paste them into the template body
- If a client has not opted in to receive email or SMS marketing campaigns, or if they do not have an email address or telephone number on file, they will not be included in the recipient list.
- You can view campaigns sent in previous months under the "Sent" tab in marketing campaigns
- When you send a campaign, MyTime tracks whether clients open it, how many booked, and which email addresses bounce so you can update your records. You can also see how much revenue was generated by each campaign.
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The following statuses will be displayed under the Marketing > Campaigns > Sent tab once email marketing campaigns are sent:
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Bounced - The email was not received by the client, which typically occurs when there is no valid email address on file.
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Delivered - The email was received by the client but not opened.
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Delivered / Booked - The email was received by the client but not opened. However, they either also booked an appointment online or had one scheduled for them in-store by the business.
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Opened/Booked - The client opened the email and successfully booked an appointment online or had one scheduled for them in-store by the business, but they did not click the "Book Now" button or any of the links included in the email.
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Opened - The email was received and opened by the client.
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Clicked - The client opened the email and clicked the "Book Now" button or any links included in the email, but did not schedule an appointment.
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Clicked / Booked - The client opened the email, clicked the "Book Now" button or one of the links, and successfully scheduled an appointment. This status may also appear if the client clicked the "Book Now" button but did not schedule an appointment online; however, the business scheduled the appointment in-store on their behalf.
- Email campaigns sent directly to clients from their profiles can be hidden from the Marketing > Campaigns > Sent tab. However, these sent campaigns can still be accessed in the “Campaigns Received” section of the client’s profile. The ability to hide client-specific email campaigns from the Marketing > Sent tab is managed by a hidden setting that can only be enabled by the MyTime team. To enable this hidden setting, please contact our Support Team at support@mytime.com.
Creating a New Marketing Template
To create new marketing campaign templates, simply:
- Navigate to Marketing > Marketing Campaigns
- On the New Campaign tab, use the "Write Your Own" option to create a new marketing campaign
- Here you can edit:
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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: The email address that will receive responses from your clients if they reply to the campaigns sent
- Subject: The subject name of the email
- Email Body: Enter the template information by clicking in the rectangular box that says "Write your message here." You can choose various options from the editor to design your template. Hover over each icon for a description of its function. Advanced users can also insert HTML to enhance the visual appeal of their emails.
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- Once you have finished editing the details of the template, you can do four things:
- Preview - Clicking "Preview" will show you what the template will look like when your clients receive it
- Save Template - Clicking the "Save Template" hyperlink will save the template in the Templates column for future use.
- Cancel - Clicking "Cancel" will discard any updates made to the template.
- Next: Select Recipients - Clicking "Next: Select Recipients" will direct you to select the clients to receive this campaign message and select your desired filters - you can learn about each filter here
Customizing Marketing Templates
To view and customize marketing campaign templates, simply:
- Navigate to Marketing > Marketing Campaigns
- Select the "Templates" tab
- Hover over the desired template and select View
- From here you can edit the following:
- Edit Template: The name of the template
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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: The email address that responses from your clients will be sent to if they reply to the campaigns sent
- Subject: The subject name of the email
- Email Body: Enter the template information here by hovering over the highlighted sections and clicking on the edit icon. You can choose various options from the editor to design your template. Hover over each icon for a description. Advanced users can insert HTML to make their emails more visually appealing.
- Once you have finished editing the details of the template, you can do three things
- Preview - Clicking "Preview" will show you what the template will look like when your clients receive it
- Save Template - Clicking the "Save Template" hyperlink will save the template in the Templates column for future use.
- Cancel - Clicking "Cancel" will discard any updates made to the template.
For more information contact us at support@mytime.com.