To access the Marketing Suite, head to the App Drawer > Marketing Suite.
Understanding the Marketing Suite
Welcome to your Marketing Suite, a powerful set of tools designed to bring a personal touch to your interactions with clients through WellnessLiving. Let’s dive into the features, both included and add-ons, that make up this suite.
Imagine creating captivating email templates that effortlessly reach potential clients, those on the brink of leaving, or those who have already bid farewell. With automated marketing, this becomes a reality.
Examples:
- Is a client’s membership about to expire? Send them a motivational message encouraging renewal.
- Did a prospective client complete a lead generation form? Extend a special incentive to welcome them on board.
Our built-in communication options empower you to send emails, SMS messages, and more directly from reports or various sections of the software. The Message Center add-on even enables engaging two-way SMS conversations.
What can you do with your Marketing Suite?
- Utilize preconfigured automations for client and lead engagement in drip campaigns. (Video)
- Craft reusable email templates effortlessly with the visual editor. (Video)
- Segment clients based on different criteria, such as client groups. (Video)
- Enjoy QUICK contact options, including scheduled emails, SMS and in-app push. (Video)
- Dive into two-way SMS communication with clients (add-on available). (Video)
- Access detailed email campaign reports and analytics. (Video)
Key tips
- Push notifications
- Be aware that some automated marketing campaigns may not support push notifications. Check out Automated Marketing Campaign Types for details.
- Enabling campaigns
- Many automated marketing campaigns are initially disabled; customize them to suit your needs before enabling.
- Do not disturb
- Take control of your communication timing by setting up Do Not Disturb periods for automated notifications.
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
- Client Groups
- Modifying an email template using the visual editor
- Email variables
- SMS variables
- SMS character limitations
- Push notifications
- Direct mail campaigns
