A visit campaign is a type of automated marketing campaign that can be used to contact your clients within a specific amount of time after attending one of your services. These campaigns can be used to solicit feedback on services, encourage future attendance, and provide incentives such as discount codes. After you create a visit campaign template, you can choose to send the email message to an individual client or a group of clients.
When creating an email template, please remember that there is a character limit of 102,400 characters and that we recommend avoiding complicated HTML code, JavaScript, or loading scripts in email templates, as these aren't supported by all mail receivers.Notes
- If you book a service on a date that has already passed and enough time has elapsed between the booking date and the current date to meet the send rules for a visit campaign, the campaign will be sent to the client immediately.
For example, if you set your visit campaign to send 24 hours after a client attends a service and then book a client for a service three days in the past, the visit campaign will be sent to the client immediately. - If you want to embed a video in your email template, you must contact your email provider to see if they allow you to send embedded videos in emails.
- If you configure your visit campaign to be sent to a specific client type, the system only checks whether the client fits the client type requirement at the time the campaign is sent, not when the client attends the service.
For example, a visit campaign is scheduled to send 14 days after a service and is restricted to active pass holders. If the client is a prospect when they attend the service but later becomes an active pass holder when the campaign is scheduled to send, the campaign will be sent to the client because they fit the client type requirement at the time the campaign is sent.
NoteYou can send a test email when editing a visit campaign template by clicking the Send test email button and entering a receiving email address. When sending a test email, keep in mind the following information:
- To send a test email, a visit campaign template must be activated.
- If you send a test email to a client or staff member with a profile in WellnessLiving, the test email won’t be affected by the client notification settings or staff notification settings.
- When you send a test email, the email variables included in a visit campaign template will populate with placeholder information. This placeholder information isn't related to your business. For example, the [Fullname] variable populates as John Smith.
To create or modify a visit campaign:
- Click the App Drawer button
. - In the App Drawer, click View All.
- In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
- On the Marketing menu, click hidden.
- On the hidden menu, click hidden.
- Under Visit Campaign:
- To create a new visit campaign template, click ADD at the bottom of the list.
- To modify an existing visit campaign template, click the Edit this template button
.
- Under TEMPLATE INFORMATION, configure the following:
- Under Template Name, enter a name for the email template. This isn’t a required field. If you don’t enter a name, the default name of the marketing campaign will be used.
- Under Description, enter a description for the email template. This isn’t a required field. If you don’t enter a description, the default description of the marketing campaign will be used.
- Under SETUP, configure the following:
- Under Email Send Rules, enter a number in the Send field and select hours, days, months, or years from the list to define how much time should pass after a client attends the selected service before the email is triggered.
- If you select Any service from the after client visits list, email will be sent the set amount of time after the client has attended any service at your business.
- If you select a specific service from the after client visits list, the email will be sent the set amount of time after the client has attended the specified service.
- To prevent this email from being sent if a client attends another service before the set amount of time has passed, set the Stop sending this campaign when the client visits another service option to ON.
- If you selected Any service from the after client visits list, when a client attends any service at your business, the email will be reset and sent the set amount of time after most recently attended service at your business.
- If you selected a specific service from the after client visits list, when a client attends any service at your business other than the selected service, the email will be canceled.
- If you selected a specific service from the after client visits list, when a client attends the specified service again, the email will be reset and sent again the set amount of time after the most recently attended session.
- To send this campaign to only specific client types, set the Send only to specific Client Types option to ON, and then select the checkbox for each client you want to email.
- To send this campaign to only specific client groups, set the Send only to specific Client Groups option to ON, and then select the checkbox for each client group you want to email.
- Select the Isaac Churn Risk checkbox to send the notification only to clients who are predicted to be at risk of leaving on the Isaac Churn Risk Report.
- If you’ve selected a client type and a client group, the email will only be sent to clients who fall under both categories.
- Under Email Send Rules, enter a number in the Send field and select hours, days, months, or years from the list to define how much time should pass after a client attends the selected service before the email is triggered.
- Under Compose email click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.
- Under Email content, enter the body of the email messageusing the basic editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the visual editor.
- Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button
next to a variable, then paste it in the Email content field. For more information, see Email variables. - To learn more about adding content to the body of an email message, see the following instructions:
- Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button
- To activate the campaign, at the top of the page, set the ACTIVATE EMAIL option to ON.
- Click SAVE. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by email send rule changes.
