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.
- 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 the do not disturb schedule for automated marketing.
NoteYou can enable or disable email, SMS, or push notifications for any automated marketing campaign. Some notification types do not support SMS messages or push notification.
NoteMany automated marketing campaigns are disabled by default and require customization before enabling.
- Automated marketing campaign types
- Customizing automated notifications
- 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