Target Campaign for Services Received

Modified on Wed, 10 Sep at 3:52 PM

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 booked from specific service categories.

Things to know:

The ability to create a target campaign for services received is governed by the "Accessing Email Campaigns" access control setting.
Notification Requirements
- SMS Notifications: Clients must have a valid phone number on file and be double-opted in to receive marketing SMS. For more details on SMS double opt-in, learn more here.
- Email Notifications: Clients must have a valid email address on file and be opted in to receive marketing emails.
- Push Notifications: Can only be delivered to clients who have the custom MyTime Guest App installed on their mobile device.
SMS Segment Calculation & Billing:
- SMS costs are calculated per segment, not per message. Carriers treat each segment as a separate message for delivery and billing, so every segment is counted and charged individually. This billing method is determined by carriers and is not specific to MyTime.
- Segments per message are based on length and encoding
- Encoding Standards
  - GSM Encoding:
    - GSM-encoded messages (standard letters, numbers, and symbols) allow up to 160 characters per segment.
    - If the message is longer than 160 characters, it will be split into concatenated segments of 153 characters each.
  - UCS-2 Encoding:
    - UCS-2 messages (special characters, emojis, or non-Latin alphabets) allow up to 70 characters per segment.
    - If the message is longer than 70 characters, it will be split into concatenated segments of 67 characters each.
    - Even a single emoji forces UCS-2 encoding, reducing per-segment capacity and potentially doubling the number of segments.
  - Note: Concatenation headers are hidden data that let the recipient’s phone reassemble multiple segments into a single message.
- Each recipient receives their own copy, so the number of segments per message is multiplied by the number of recipients to calculate billing. Example: A 2-segment message sent to 50 recipients counts as 100 billable segments. If each segment costs $0.02, the total cost would be 100 × $0.02 = $2.00.
- Learn more about SMS segments & billing here.
When sending targeted campaigns, you have the option to filter clients based on a specific date range instead of using predefined intervals such as days, weeks, months, or years. This functionality is controlled by the "Enable Date Range Filter for Manual Campaigns," hidden setting, which can only be activated by the MyTime team. To enable this setting, please contact support@mytime.com. Once enabled, the "Within the past" and "But not within the past" filters will be replaced by the "Within the date range" filter, allowing for more precise targeting

To create a target campaign for services received

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
- Delivery By: Choose a preferred delivery method for campaigns (email, SMS, or push notification).
- 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.
  - Use if Available: The selected method will be the primary method used for delivery
  - Never Use: This method will not be used, even if the primary method is unavailable
- Campaign Type: By default, email is selected, but you can also choose and customize templates for SMS and push notifications (if your business uses the guest app)
- Reply-to-Name: This is the name that appears when clients reply to an email. By default, it is pulled from the business name set on the Business Profile page.
- Reply-to-Email: By default, this is set to the location's email address.
  - If no email is configured for the location, the system will use the location owner's email instead.
  - If the hidden setting "Use a specific reply-to email for outbound emails" is enabled, the system will use the email address entered in the "Reply-To Email for Outbound Emails" field.
- Email Subject: The subject line of the email as it will appear in the client’s inbox.
- Body of the template: This is the content of the email that will be sent to your clients. You can customize the message, include dynamic fields, and apply styling as needed.
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
- Who: You can use this filter to target clients who had appointments; you can select all services or specific services
  - Click the drop-down arrow for the 'Have/Have Not' filter and choose 'Have Received'
  - Click the drop-down arrow for the service filter to display the services the business offers, choose All Services, or select a specific service. Remember to deselect the other filters for packages, memberships, products, and classes.
- Within the past - This filtered to services booked 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 3.
Click Send
You will then be directed to the Marketing Campaign sent page to view sent campaigns