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Targeting Strategies for Campaigns & Announcements

Reach the right audience with confidence: A guide to targeting clients, managing consent, and staying compliant.

Using Tags to Create a Recipient List 

Send targeted and relevant information to specific groups of users by tagging them based on their needs, interests, or issues.

  1. Open the platform.
  2. Click Clients.
  3. Check the relevant clients.
  4. Click Manage Tags.
  1. Click Add Tags.
  2. Enter the tags to want to add.
  3. Click Add Tags.

To search for clients according to tags:

  1. Open the platform.
  2. Click Clients.
  3. Under "Filter Clients", click Tags.
  4. Select the relevant tag.

Now you can easily select recipients for campaigns and announcements based on their specific tags.

Tip:  You can also use client status as a filter for selecting campaign recipients.

Managing Client Consent

We recommend you send campaigns only to clients who have given their consent in compliance with data protection regulations such as GDPR. Customers who have given their consent are also more likely to react positively.

To check if a client has given their consent:

  1. Open the platform.
  2. Click Clients.
  3. Click on the relevant client.
  4. Under "Contact Information", click Show More.

To obtain client consent:

  1. Open the platform.
  2. Click Settings.
  3. Click Client & Contact Info.
  4. Under "Client & Contact Fields", click Add Client Field.
  5. Under "Field Type", select Opt-in for Campaigns.
  6. On the Field name line, enter what you want clients to see on online intake forms.
  7. Check "Send campaigns only to opted-in clients".

Anti-Spam Requirements

By sending campaigns from our system you accept our terms of service. It is your responsibility to ensure that your email & SMS campaign material comply with the US CAN-SPAM Act and the laws of the countries your recipients live in.

Text (SMS) campaigns and announcements must comply with the Telephone Consumer Protection Act of 1991.

Our system has built-in spam detection, and if suspicious activity is detected the account will be locked without notice. This includes any suspicious activity around client lists, the uploading of external lists, email bounce rate, misleading or illegal content or graphics, violation of copyrights and so on.

We thank you in advance for your cooperation.

FAQ

Why are my campaigns blocked or showing a high bounce rate?

A bounced message means your email or SMS couldn’t be delivered, usually because of a wrong number, email address, or blocked settings. The platform allows a bounce rate of up to 3%. If you hit this limit three times, you’ll no longer be able to send promotional messages.

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