Campaign Filters

Modified on Wed, 22 Jan at 2:32 PM

The marketing campaign filter options enable you to define the target audience for each campaign. This article will provide a detailed explanation of each option.

Things to know:

Email Campaigns: By default, the recipient list will automatically display clients:
- Who are associated with a location
- Have an email address on file and have opted in to receive email marketing campaigns
- If a client is not associated with a location, has not opted in to receive email marketing campaigns, or does not have an email address on file, they will not be included in the recipient list.
SMS Campaigns: By default, the recipient list will automatically display clients:
- Who are associated with a location
- Have a mobile phone number on file and have double-opted in to receive SMS marketing campaigns
- If a client is not associated with a location, has not opted in to receive SMS marketing campaigns, or does not have a mobile phone number on file, they will not be included in the recipient list.

When sending targeted campaigns, you can choose to target clients within a specific date range instead of selecting a number of days, weeks, months, or years. This feature is controlled by a hidden setting that can only be enabled by the MyTime team. To activate it, please contact our support team at support@mytime.com. Once the hidden setting is enabled, the "Within the past" and "But not within the past filters will be replaced by the within the date range filter.


	Filter	Description
Recipient Type	All Clients Leads	For accounts with a lead management subscription, the recipient list will include both clients and leads The recipient list will include only clients The recipient list will include only leads
Send to clients for	Location	If your account has multiple locations, you can select the specific location for which the campaign is applicable. When a location is selected, the recipient list will be filtered to include only clients associated with that location.
Who	Without the hidden setting: Have or have not received With the hidden setting enabled: Will receive or have received Have not received	Clients who had an appointment for all service categories or specific service categories. If clients are associated with multiple locations, when one of those locations is selected and the has received services filter is checked, the recipient list will show clients who are associated to the selected location as well as anyone who scheduled an appointment at any other location within the business during the specified time frame.
	Without the hidden setting: - Have or have not attended With the hidden setting enabled: - Will attend or have attended - Have not attended	Clients who attended all classes or a specific class. If clients are associated with multiple locations, selecting one of those locations and checking the "has attended class" filter will generate a recipient list that includes clients associated with the selected location, as well as anyone who booked a class session at any other location within the business during the specified time frame.
	Without the hidden setting: - Have or have not purchased With the hidden setting enabled: - Have purchased - Have not purchased	Clients who purchased all SKUs or specific SKUs. If clients are associated with multiple locations, selecting one of those locations and checking the "have purchased product" filter will generate a recipient list that includes clients associated with the selected location, as well as those who purchased the SKU at any location within the business during the specified time frame.
	Without the hidden setting: - Have or have no With the hidden setting enabled: - Have - Have no	Filter by the interval when the package was active: The client with the package is displayed. Filter by the interval when the package is no longer active: The client with the package is not displayed. Filter by the interval when the package was active for part of the period but not the entire time: The client with the package is displayed. Filter by the interval when the package was active for only a few days after it was added: The client with the package is displayed. If clients are associated with multiple locations, applying the "have packages" filter alongside a specific location will generate a recipient list that includes clients associated with the selected location who have purchased packages at any location within the business during the specified time frame.
	Without the hidden setting: - Have or have no With the hidden setting enabled: - Have - Have no	Clients who purchased all memberships or specific memberships. Filter by the interval when membership was active - client with membership is displayed Filter by the interval when membership is no longer active - client with a membership that is not active is not displayed Filter by the interval when membership was active for some time but not the whole period - client with membership is displayed Filter by the interval when membership is active just a few days since it was added - client with membership If clients are associated with multiple locations - When one of those locations and the have membership filters are selected, the recipient list will return clients who are associated with the selected location and have purchased memberships at any location within the business during the specified time frame.
Within the past	Number of days, weeks, months, or years	Services/classes booked or items purchased within the specified number of days, weeks, months, or years.
But not within the past	Number of days, weeks, months, or years	Services/classes booked or items not purchased within the specified number of days, weeks, months, or years.
Within the date range	Calendar view to select a date range from the past or the future	Services/classes booked or items purchased within the selected date range
Labeled	List of labels created on the Clients tab	Once a label is selected, only clients with that label applied to their profile will be selected in the recipient list.
When To Send	Now/Later	You can choose to send the campaign now or later. If you choose later, you can schedule a date and time for the campaign to be sent.

If you have any questions, please contact our Support Team at support@mytime.com.