Send automated campaigns to save valuable time, nurture leads, and build customer loyalty.

What are automated campaigns?

Automated campaigns are promotional messages sent to clients via email or SMS. Unlike announcements, automated campaigns are sent based on triggers set in advance. For example, when you activate a birthday campaign, the system sends it to each client selected on their birthday.

Creating Automated Campaigns From Templates

1. Open the platform.
2. Click Marketing.
3. Click Automated Campaigns.
4. Optional: Click Preview below the relevant template.
5. Optional: Click Edit.
6. Click the title, text and/or action button to customize. 
7. Click the toggle button next to the relevant campaign. 
8. Click Activate.
9. Optional: Click the more options to view delivery stats, send a test email or SMS, clone or delete.

The activated campaign will now be shown as active .

Creating New Automated Campaigns

1. Open the platform.
2. Click Marketing.
3. Click Automated Campaigns.
4. Click New Automated Campaign.
5. Enter/select the trigger, action, subject, timing and recipients.
6. Click Continue to Editor.
7. Select Classic or Pro (Paid).

The new campaign will now appear in your campaign list and will be shown as active . 

8. Optional: Click Preview.
9. Optional: Click Edit.
10. Click the title, text and/or action button to customize. 
11. Optional: Click the more options icon to view delivery stats, send a test email or SMS, clone or delete.

Create a Direct Link

Sharing a direct link with your clients is an effective way to promote your business offerings, whether it’s a new service, special promotions, upcoming events, or anything else you want to highlight. Plus, the direct link makes it simple to request payments, send documents, and so much more.

To create a direct link:

1. Open the platform.
2. Click Client Portal.
3. Next to Create Direct Links, click Create.
4. Select an action from the list or a client portal action.
5. Click Get Link.
6. Click Grab Link to copy the link.
7. Click Close.

Promote Your Group Events

Getting the word out is key when hosting a group event and our platform makes it simple to keep your clients in the loop about all your exciting events. Whether it's through email, SMS, or direct links, you'll have all the tools you need to ensure everyone stays informed and engaged.

To promote your event:

1. Open the platform.
2. Click Calendar.
3. Select Event List.
4. Select the event you want to promote.
5. Click the Promote this event button.
6. Click the Change Action button to invite clients to make an action.
7. Enter the details.
8. Click Create.

Learn more: See related articles to learn how to use the custom date trigger.