📫 Automated Marketing allows you to set up automated marketing messages that flow to clients based on their booking activity and their birthday!
Schedulicity offers Birthday, Thank You, Time to Book and Re-engagement emails—you can pick and choose which of these options are best for your business or use them all!
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🎉 Birthday Emails
Send on the first of the month to active clients, who have a birthday in that month. Birthday push notifications are sent at 8 a.m. MST that same day. Clients have til the end of the month to use a birthday discount. They can book up to a full year out.
To set this up:
Head to Marketing and click on Email Marketing
Click on the Birthday tab -> Message Settings button
Choose a template and draft your message
If you want, offer clients a discount for their birthday, use Discount Type and Discount Amount to set that up
Click Save & Continue to save your settings
If you'd like clients with the client app to get push notifications when the message sends -> check Use Schedulicity App Notifications
💡 Pro tip: If you offer a discount and the client books it, you will see the deal details on the appointment or class details.
🤝 Thank You emails
Thank you emails go out to your clients 24 hours after their appointment.
These are a great way to encourage them to book their next visit, provide after-care instructions or just say "Thanks!"
You can opt to only send after their first booking or after every appointment.
To set up:
From, Marketing click on Email Marketing
Click the Thank You tab -> click on the Message Settings button
Choose a template for your email, and draft up your message
Click the Save & Continue button to save your settings
If you'd like for these messages to only go out to new clients who book with you, check the box beside Only send thank you emails to new clients
🕐 Time to Book Emails
These messages go out on a set weekly interval that you choose—it's a great way to remind clients to book regularly.
Time to Book Emails are sent every Sunday at 1 a.m. MST based on the timeframe set.
Push notifications are sent at 8 a.m. MST the same day.
These go out to clients if they haven't booked in the time frame you've selected.
*For example, if your time-frame is 4 weeks, clients who haven't booked in 5 weeks, will not receive the message (as they would have received the message the week before). If they already have an appointment, they won't receive the message.
To set up:
From, Marketing click on Email Marketing
Click the Time to Book tab -> click on the Message Settings button
Choose a template for your email, and draft your message
Choose the interval you'd like the messages to send
Click the Save & Continue button to save your settings
If you'd like clients with the client app to get push notifications when the message goes out, check the box Use Schedulicity App Notifications
👋 Re-engagement emails
These messages send to active clients that haven't booked for 6 months. You can encourage them to schedule by including a discount.
Clients have up to two weeks to use the re-engagement discount, and they can book up to a full year out.
Re-engagement Emails are sent the 1st of the month, at 1 a.m. MST.
Push notifications are sent at 8 a.m. MST the same day.
*For example, if a client hasn't booked with you in 7 months, they would not receive the message (as they would have received the message the month before). If they already have an appointment, they won't receive the message.
To set up:
From, Marketing click on Email Marketing
Click the Re-engagement tab -> click Message Settings button
Choose a template for your email, and draft your message
If you'd like, offer clients a discount to book again, use Discount Type and Discount Amount to set the discount
Click Save & Continue
If you'd like clients with the client app to get push notifications, check Use Schedulicity App Notifications
📚 Email analytics
See how well your marketing is working
All emails have performance trackers with a monthly and yearly book rate
We also send a weekly email, summarizing your automated message performance
How do I turn off or edit Automated Emails?
From, Marketing click on Email Marketing
Select the Birthday, Thank You, Time to Book, or Re-engagement tab
Select Pause to stop Automated Messages
To edit, Select Message Settings -> Save
How do I invite my clients to opt in?
If your not seeing emails going out to your entire list, you can get clients opted in through these steps.