✉️ Email Marketing helps you send emails to your clients, or a specially targeted lists of clients. With that, you can market to clients that are opted into email marketing, or have an appointment within the last two years.
Jump to a section in this article:
How to send a custom email
Head to Marketing, and select Email Marketing
Select the New Email button
Choose the template you would like to use
Press Change to choose who you'd like to receive the message
Click on All Active Customers to pull up all mailing lists, choose your mailing list, then hit Save and Continue in the upper right corner to return to your message
❗ If you're noticing your recipient list is smaller than usual, check out this article for clarity!
From here, you're ready to start creating your message!
Add a Subject, Email Header (if you'd like a Header), and type your message into the Body of the email
Once you're done creating the message, click the Save button
On the next screen, a little checklist will appear for you to be sure you are ready to send! Here you can send yourself a test message if you wish to check it out before sending:
You can then make final changes to your email (edit message) or send it to your clients by pressing Send It! 🚀
💡 Pro tip: If you've sent an email and wish to send it out again, we've got you covered! Select that email from the email list, and click Edit and Resend—you can edit the message if you want, and then click Save to continue through the email flow.
Can I filter my recipient list?
We have a handful of filters you can use when selecting your recipient list:
Custom- This allows you to handpick who will receive your message
By Package Expiration- Let clients with packages expiring soon know that it's time to get booking
By Age | Gender- Select the age or gender of clients you'd like to email
By Age | Postal Code | Gender- Specific demographics for you to use
By Postal Code- Useful if you have clients in different cities
By Birthday- Send out a tailored birthday email to your clients. If this interests you, our Automated Marketing feature can do this automatically!
By Package use- Use this if you sold Packages but haven't seen those clients
Never Scheduled- Encourage your clients to book online! This will filter clients who are in your client list and have a booking in the past 2 years, though don't book themselves online. It's a great way to ensure they have your link
Not Scheduled Since- Send to clients who haven't scheduled since a specific date
By Package- Target clients who purchased a specific Package
By Service- Message clients who book a specific class
By Tags- Use Tags for email marketing and group all of those clients
By Provider- So helpful if you ever need to update clients about a specific provider
By Class- Allows you to email clients who attend specific classes
By Workshop- Email clients who schedule specific workshops
What are the email marketing statuses?
There are a few different options you might see for your email messages under the Status column. Here's what those mean:
Pending: When a business sends out a mass email or to a large recipient list for the first time, the email is sent through our spam detection filters. Your message should go out after a short time once it has made it through the filter system. No need to send your message again if your email is pending; it will indeed go out.
Sending...: Your message is in the process of being sent out. You'll see the number of recipients increase as the email is sent out. Again, no need to send the message again if it is sending because this will result in your clients receiving multiple emails.
Sent: This means that your message has been successfully sent! You can see how many recipients were included, any problem emails, and when it was sent.
Never Sent: This means that your message has not been sent. This is most likely due to the system catching multiples of the same email and only sending out one.
Can I add custom images or videos to my email?
🎨 While we'd love to grow this feature in the future, we don't have a way to add images or videos in those custom emails. We work hard to offer lots of flexibility in the offered templates, definitely check those out if you haven't - and let us know if there's a certain type of template you like added! We'll gladly share that idea with our design team!
How to Hyperlink
To hyperlink, highlight the word you'd like to turn into a link
Click the link icon next (screenshot below)
Paste your link into the box that pops up
Save!
Can clients opt back into my custom emails once they are opted out?
Yes! Because your client is the owner of their email address, they will need to opt themselves back into receiving those messages.
Here are the steps your clients can take to get opted back in to receive email marketing from you:
Head to www.schedulicity.com and log into your Schedulicity account
Click the three-line menu in the upper left and choose My Preferences
Next to the Email icon of the business you'd like to resubscribe to, click Subscribe
You're all set to receive emails again!
If clients ever need help, they can always contact Schedulicity support at support@schedulicity.com for one-on-one assistance as well. 😊
How do I invite my clients to opt in?
If your clients don't have a recent booking within the last 2 years, you'll want to make sure they're opted in to receive your marketing messages. We have 2 ways to do this. A mass invite email, and by inviting clients one at a time. Here's how:
Send a mass invite to clients to opt in:
From the full website, click on the three lines in the upper left, and select clients
Then click on Invite All in the upper right, and select Email Marketing
👉 This will send a one-time invite email to clients to subscribe to your email marketing. The message will send to folks who have a valid email, and have not unsubscribed in the past. Please note: These invites can only be sent once per client.
To invite one client:
From the full website, click on the three lines in the upper left, and select clients
Select your client's name from the client list, then scroll down to Email Marketing
Verify the email is correct, then click on Invite to Receive Marketing Emails
👀 You'll see this option if the client doesn't have an active booking in the past 2 years, has not unsubscribed themselves from email marketing on their end, and has not received this invitation previously.