Automated Campaigns

What are Campaigns?

Campaigns are automated messages sent to customers at key moments - after booking, before appointments, on birthdays, etc. You can customize messages and toggle them on/off.

Campaign Types

Booking Management

These are automatically sent based on booking events:

1. Booking Confirmation

• Sent when a customer makes a booking

• Includes booking details

• Can be sent via WhatsApp or Email

1. Booking Reminder

• Sent before an appointment (typically 24-48 hours before)

• Reduces no-shows

1. Booking Cancellation

• Sent when an appointment is cancelled

• Can include rescheduling info

1. Aftercare

• Sent after appointment completion

• Great for collecting feedback or encouraging rebooking

1. Rescheduling

• Sent when appointment is rescheduled

• Confirms new details

1. No Show

• Sent when customer misses an appointment

• Can include rebooking offer

Customer Relationship Management

1. Welcoming New Customers

• Sent to first-time customers

• Great opportunity to share promotions

Events

1. Birthdays

• Automated birthday greeting

• Include special birthday offers

• Uses customer's birth date from profile

1. Churn Prevention

• Sent to customers who haven't booked recently

• Helps re-engage inactive customers

Managing Campaigns

1. Navigate to Campaigns

• From Marketing home, select "Campaigns"

1. View Available Campaigns

• Campaigns are grouped by category

• Each card shows status toggles

1. Toggle Campaigns On/Off

• Local: In-person bookings

• Online: Online bookings

• Email: Email channel

1. Save Changes

• When you modify campaign settings, "Unsaved changes" banner appears

• Click "Save Changes" to apply

1. Edit Campaign Messages

• Tap on any campaign card to edit

• Customize message content

• Use dynamic placeholders ({{customer_name}}, {{booking_time}}, etc.)

Campaign Details Screen

For each campaign, you can view:

• Details Tab: Current settings and template

• History Tab: Logs of all sent messages with customer info