Marketing sequences

A marketing sequence allows you to specify a number of emails or text messages^ to be sent at preset intervals to a specified group of people. There are many uses for this including:

• Build a marketing campaign for people who have booked a particular service and you can cross-sell your other services

• Send a series of training emails to staff members

• Give customers a list of follow up courses that you provide once they've completed a course

Please note that clients are able to opt-out of receiving marketing sequences (same as with Newsletters), so please ensure that any crucial information relating to a course or booking is contained within a suitable Reminder email instead.

Within each marketing sequence you can also determine if you would like to automatically remove clients from the sequence after they make a new booking or a paid sale, and a number of global marketing sequences are available including an Abandoned Cart sequence so you can follow up on any incomplete purchases.

^ Please note any text messages cost extra and this will be added to your invoice as appropriate.

No duplicate subscribers

Please note that if someone has already been added to a marketing sequence, if they get triggered to be added again (e.g. another purchase of the same product), they will not be resent that marketing sequence. They will only be sent that marketing sequence once.

If you're wanting to inform clients of any service specific information upon each booking (e.g. please remove any makeup prior to the facial appointment), then use the service specific reminders functionality which is outlined in the Creating reminders for different services article.

This article outlines how to set up a marketing sequence and its sequence steps, and the various ways in which subscribers can be added to the sequence.

Creating a marketing sequence

Steps

1. Navigate to Marketing > Marketing Sequences

2. Click Add Sequence

3. Enter a Sequence Name

4. Select if you would like to automatically remove clients from the sequence after they make a new booking or a paid sale by selected the appropriate check box

5. Click Save
   
   

Adding sequence steps

Steps

1. Click Add Step

2. Enter Step Name - this is the same as the subject name used in the email

3. Click and type in the text box to edit email message

   1. Click a placeholder from the right to insert it into your message (a place holder will automatically populate with the right information for each client. e.g. @Sender will change to the name of the staff member who is currently logged in).

      
      
      

4. Navigate to Timing tab

5. Choose Delay before sending

   • This specified how many days to wait after the previous step in the sequence (if it is your first email, it will be relative to the next valid day an email can be sent)

6. Choose Time of Day to Send

   • This specifies which time of day the email will be sent

7. Select Days can be sent

   • This specifies which days of the week the email is allowed to be sent on
     

     

     
     
     

8. Back on the Email tab, click Preview to check the message

9. Click Save 

10. Click Return to Sequence in the top right

11. Repeat this process for each required sequence step ensuring you have them in the correct order

    • To change the order of the steps click the Change Order link
      

Adding or removing subscribers from marketing sequences

Please refer to Add or remove subscribers from marketing sequences article including:

• Manually add or remove a single client

• Automatically when booking a service

• Automatically when purchasing a product/package

• Automatically when booking into an online course

• Automatically add to global marketing sequences. e.g. Abandoned Cart