Global Campaigns

Modified on Wed, 8 Jan at 9:57 AM

MyTime allows franchise businesses on the global database to customize manual campaigns at both the parent and child levels. This article outlines the steps to configure and send campaigns directly from the parent account for franchise businesses.

Things to know:

This feature is only 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.
The ability to edit global campaigns is controlled by the "Accessing Email Campaigns" access control
To send manual campaigns from the parent account, an active subscription to the marketing module is required, and the account must be active.
For child accounts with the global database for marketing activated, any customizations made to campaigns at the parent level will be reflected and be available for use at the child level. At the child level, both the global and local campaigns will be visible.
At the child level, global campaigns will display a globe icon next to them to distinguish them from local campaigns
Campaigns cannot be sent from the parent account on the client profile.
When sending a campaign at the parent level, clients who have not opted in to receive email or SMS marketing campaigns, or who do not have an email address or telephone number on file, will not be included in the recipient list.
The direct/indirect revenue and delivery statistics, such as the number of deliveries sent, bounced, opened, etc., generated from global campaigns will be displayed exclusively on the parent account.
Delivery options for global campaigns can be edited on the parent account. However, on the child account, these options can be viewed but cannot be modified when viewing the global campaigns

Content:

Configuring Global Campaigns at the Parent Level

At the parent level, navigate to Marketing > Campaigns
To access pre-saved campaigns, click the Templates tab, or stay on the New Campaign tab to create your own customized campaign
Hover over the desired pre-saved template and select 'View' to edit the template
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 child account where any reply from your clients will be sent. Please note that this can also be edited when sending campaigns
- 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
When you are finished editing the template, select Save at the bottom

Generating Global Campaigns at the Parent Level

Navigate to Marketing > Campaigns
To access pre-saved campaigns, click the Templates tab or remain on the 'New Campaign' tab to create your own customized campaign
From the 'Templates' tab, select your desired template to send. Hover over the template to see the 'View/Send' option; click 'Send'
The template will be displayed for review and allow you to make any final changes, including changing the repy-to-email email address to the preferred child account
Once changes are completed, select Next: Select Recipients to be directed to the filter page
Select your desired filters; you can learn about each filter here
You can also search for clients by name, phone number, and email address using the search box
To view and edit the clients selected to receive the campaign before sending, select 'View' next to the client count
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.
Click on the Send button to send the campaign now
On the Campaigns Sent tab, you will be able to view all campaigns that were sent.

Generating Global Campaigns at the Child Level

From the child account, navigate to Marketing > Campaigns
To access local campaigns, click the Templates tab. Alternatively, you can stay on the 'New Campaign' tab and click the drop-down arrow next to 'Write Your Own' to access global campaigns
In the dropdown, parent-level campaigns can be identified by the globe icon
Select any template. The selected template will be displayed
Here you can:
- Choose the delivery method for the campaign
- Make further edits to the template including changing the reply-to-email
- Save Template: Save the changes to the child level
- Preview: View the template before sending
- Cancel: Remove the displayed template from the screen
Once changes are completed, select Next: Select Recipients to be directed to the filter page
Select your desired filters; you can learn about each filter here
You can also search for clients by name, phone number, and email address using the search box
To view and edit the clients selected to receive the campaign before sending, select View next to the client count
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.
Click on the Send button to send the campaign now
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 or (385) 233-6964.