Create and send client marketing campaigns

Open Marketing and choose New campaign. Marketing access follows the workspace’s role and permission controls. If the workspace cannot load, choose Retry marketing. If a price is unavailable, use Refresh pricing before sending; unavailable pricing does not mean free delivery.

Open Marketing settings from any Marketing area, or find it from Settings search. Email brand kit controls defaults for new campaigns and has its own Save brand kit action. Sending controls manage campaign channels, overnight quiet hours, per-client frequency limits, approval requirements and the monthly SMS spend limit. Save sending controls separately with Save settings; failed saves keep edits available to retry. Client consent is reviewed in Audience and consent.

In Basics, name the campaign and choose the Email or SMS card. Each card shows the configured per-email or per-segment price. Email has subject, sender and reply-to fields; SMS uses the configured sender identity and a one-way unsubscribe link.

Continue to Audience before writing content. Start with all eligible subscribed clients, a saved audience or a preset such as Lapsed 60 days, VIP visits or Birthday this month.

Combine filters using ALL (every rule) or ANY (at least one rule). For individual clients, Default follows the filters, Include bypasses filters and Exclude removes the client; the controls are mutually exclusive. Remove an override to return to Default. Consent, explicit opt-outs, suppressions and delivery limits always apply. Only selected clients restricts delivery to a named list. Open Select or exclude individual clients and search by name, email or mobile; matching contact details help identify the right client.

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

In Content, choose a starting layout or use Add content to build the email section by section. Email supports headings, paragraphs, images and booking buttons with a preselected service. Uploaded images are optimized to 1200 pixels and under 1.5 MB; if an upload error includes a reference, include it when contacting support. Choose the image again to retry. Review mobile and desktop previews, subject, sender and reply-to details. Tracking and UTM attribution are added automatically, preserving custom UTM values. SMS provides text, personalization and links, with the full required footer, GSM-7 or Unicode encoding, segments and sample cost in the preview. Preview the audience to price personalized messages. After previewing the audience, use Personalize preview and test in Content for either channel. Choosing a sample client updates the rendered name and, for SMS, its encoded length and segment estimate.

Send a test to an authorised address or phone. Test environments show the permitted email recipients before sending; the provider may also require verified recipients or restrict SMS destination countries. Inline results distinguish a queued test from local logging or a failure. Open every link and check the intended booking path; test sends do not count as campaign performance.

Review the final eligible-recipient count, currency and estimated delivery price before confirming. Promotional campaigns are billed separately: email by accepted recipient and SMS by accepted billable segment. Operational plan allowances do not cover these campaign charges.

In Review & send, leave the date empty for Send now or choose a separate date and 15-minute time in the business timezone. Presets use business calendar days. Confirm recipients, sender, segment count, estimated price and timing in the launch dialog. Where the business requires approval, request it before the final launch. Scheduled campaigns can be cancelled before dispatch; editing returns them to draft. Messages cannot be recalled once dispatched.

After sending, inspect recipient delivery activity and campaign measurement. Provider acceptance does not prove delivery or reading. Attributed bookings need a recorded eligible click and booking within 7 days of that click; only confirmed and completed appointments count. ROAS divides net recorded payments for completed appointments by campaign spend. Applied refunds reduce revenue. Email opens are directional because privacy tools and scanners affect them.