Promote your business using Campaigns
Campaigns are an effective tool to promote your offered services, driving more business and revenue from clients.
You can use campaigns to target existing clients or new prospects, inviting them to book an appointment, register for a class, make a payment and more.
vCita campaigns are all about getting clients to interact with your business, and that's why they are built around a specific call-to-action (book/schedule/pay/etc).
Creating and sending a campaign is simple and quick, and you can even do it while on-the-go from your mobile device. You will also be able to track campaign results in real time, including delivery stats and client actions.
No design skills are necessary - you can easily create and send beautiful, mobile-friendly emails that will engage your clients and increase your revenue.
How should I start working on a campaign?
- Plan: What is your message? Who is your audience? What is the main call to action?
- Create the mailing group from the Clients menu using the filter and Tags.
- Draft your email content and design.
- Send a test message & review the result in your mailbox.
- Send the email campaign to the mailing group.
- Review the results.
How to create a group of clients?
Client groups can be created & managed in vCita using Tags.
To start, go to the Clients page, select search or filter clients from your list, and click on Add Tags. For example add a tag with the campaign name "HappyNewYearEmail". To learn more about clients filtering and tags click here.
When you are ready to send the campaign, you can search and select the desired tag, and all the clients under that group as recipients.
What does each statistic mean?
Sent - The campaign was sent, but there is still no indication of successful delivery.
Delivered – The campaign was delivered successfully.
Viewed – Your client saw the campaign.
Clicked – Your client clicked on the campaign call-to-action.
Engaged – Success! Your client took action!
Unsubscribed – Your client unsubscribed from your messages, therefor, your campaign was not sent.
Bad Email– Previous campaigns to that contact bounced, therefor you campaign was not sent to that contact.
Bounced – Delivery failed.
Missing Email – The campaign could not be delivered since the client’s email address was missing.
What is Bounced or Bad Emails failure reasons on the statistics page?
A Bounced email means that the server did not accept the email. Bounces can be 'soft bounce' (Usually because the email address doesn't exist) or 'hard bounce' (For example, when the recipient's mailbox is full). When the system detects a permanent bounce, this email address will be added to a 'bad emails' list, and no further emails will be sent to that client (Even when you select them).
How can I see which client requests are a result of a campaign?
Within each conversation, you can see the conversation’s source. In case the conversation originated from a campaign, the campaign URL will be noted.
They will also be listed under 'Engaged' in the campaign stats.
How to set my business contact info and logo which appear on the Email?
Navigate to Settings>Business Info where you can set your phone number, address, website.
To edit the 'email logo' click on Branding and advanced settings link on the same page.
Can clients unsubscribe from my campaigns? How can I track it?
Yes, your clients will see an option to unsubscribe at the button of each email.
Once unsubscribed, campaigns will not be sent to these clients even if they are selected. Each failed delivery because of 'unsubscribe' will be displayed on your campaigns statistics page. In addition, unsubscribed clients will be marked with a note under the Info section of the client card.
Unsubscribed clients will continue to receive system notifications like appointment confirmation etc.
My Campaigns page says I have too many bounces, what does that mean?
Too many bounces can result in blocking the sender domain and stopping all delivery of campaigns by servers. In order to prevent that, vCita will not allow accounts with a high bounce rate to continue sending campaigns. If you encounter this problem, please contact vCita Support Team.
I see a message saying I can’t add more recipients, why?
In order to prevent multiple bounces, there’s a limitation on the number of recipients per sending.
If you need to increase your limit, please contact support.
Can I send a campaign more than once?
Yes, you have two alternatives to do so:
- Send the campaign again - in that case, all the new recipients will be added to the existing recipients list on the statistics page.
- Clone and send - if you want to send the same campaign, but you wish to track statistics separately – just “clone” your campaign and then send it.
Can I ask clients to opt-in to my campaigns ?