📫 Automated Marketing allows you to set up automated email messages that flow out to your 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
These emails will 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. Your clients have until the end of the month to use your birthday discount, and they can book up to a full year out.
To set this up:
Head to Marketing and click on Email Marketing
Click into the Birthday tab and click on the Message Settings button
Choose a fun birthday template for your email, and draft up your message!
If you'd like to offer clients a little gift 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 our client app to get push notifications when that message goes out to them, check the box beside 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 like you normally would with a booked deal.
If you're needing some tips on how to collect those birthdays from clients so they'll receive your new birthday emails, check out this blog post!
🤝 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!"
To set up:
From, Marketing click on Email Marketing
Click into the Thank You tab and click on the Message Settings button
Choose a fun 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 will go out on a set weekly interval that you choose—it's a great way to get your clients booking regularly, keeping your schedule full!
Time to Book emails are sent every Sunday at 1 a.m. MST based on the timeframe you set. The 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 into the Time to Book tab and click on the Message Settings button
Choose a fun template for your email, and draft up 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 our client app to get push notifications when that message goes out to them, check the box beside Use Schedulicity App Notifications
👋 Re-engagement emails
These messages will go out to active clients that haven't booked with you for 6 months, and you can encourage them to schedule by including a little gift! Your clients have up to two weeks to use your 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 this up:
From, Marketing click on Email Marketing
Click into the Re-engagement tab and click on the Message Settings button
Choose a fun template for your email, and draft up your message
If you'd like to offer clients a discount to book again, use Discount Type and Discount Amount to set up what you'd like that discount to be
Click the Save & Continue button to save your settings
If you'd like clients with our client app to get push notifications when that message goes out to them, check the box beside "Use Schedulicity App Notifications"
📚 Email analytics
You'll be able to see exactly how well your marketing is working! All your emails will have performance trackers with a monthly and yearly book rate. We'll also sent you a weekly email, summarizing your automated message performance.
How do I invite my clients to opt in?
If your not seeing emails going out to your entire list, you can get them opted in through these steps.