Create and send client marketing campaigns

Open Marketing and choose New campaign. Marketing access follows the workspace’s role and permission controls.

Choose email or SMS as one clear delivery channel for the campaign so consent, pricing and reporting remain understandable.

Start from a suitable campaign template or create your own message. Keep claims accurate and use a clear booking or contact action when one is relevant.

Select a built-in or saved audience segment, then refine the audience filters for the clients the message is genuinely intended to reach.

Review the audience preview. It separates eligible recipients from people excluded by missing contact details, consent, unsubscribe, suppression or frequency rules.

For email, check the subject, preview text, sender identity, reply-to address, content and links. For SMS, review the final character and billable-segment estimate.

Send a test to an authorised address or phone before launching a material campaign. Open every link and complete the intended booking path.

Review the final eligible-recipient count and estimated delivery price. Pricing is based on eligible recipients and channel usage, not the name or number of saved audience segments.

Choose Send now or select a future delivery time. Scheduled campaigns can be cancelled before dispatch, and material edits return a scheduled campaign to draft for review.

After delivery, review sent, delivered, clicked, unsubscribed and attributed-booking activity. Treat email opens as directional because privacy tools and automated scanners can affect them.