Automated marketing allows you to automatically send email, SMS, and push notifications to potential clients, clients in danger of leaving, or clients who have already left. This gives your business the chance to interact and engage with clients on a more personal level.
For example:
- If a client’s membership is expiring, send them a message motivating them to renew it.
- If a prospective client has filled out the lead generation form, offer them a special incentive to become a client.
Automated marketing can be disabled for certain Do Not Disturb periods, to prevent communications from being sent to clients at unwanted times. For more information, see Setting a Do Not Disturb period for automated notifications.
Notes
- Some automated marketing campaigns don’t support push notifications. For more information, see Automated marketing campaign types.
- Many automated marketing campaigns are disabled by default and require customization before enabling.
Related articles:
- Enabling or disabling automated marketing campaigns
- Automated marketing campaign types
- Setting a Do Not Disturb period for automated notifications
- Customizing automated notifications
- Creating or modifying a custom email template
- Modifying an email template using the visual editor
- Email variables
- SMS variables
- SMS character limitations
- Push notifications
- Direct mail campaigns
- Troubleshooting: Clients aren’t receiving email or SMS notifications
- Troubleshooting: Staff members aren’t receiving email or SMS notifications
