Understanding campaigns

Create custom templates and automated marketing campaigns to engage existing and prospective clients, helping you boost retention and conversion rates. There are two types of campaigns available: custom templates and automations.

Templates — Custom email, SMS, or push notification campaigns you create to send to clients manually.
Automations — Broader marketing campaigns that can include custom templates plus other types like Lead Capture, Class Announcement, and Event Announcement. Automations send marketing campaigns by emails, SMS, or push notifications automatically when specific triggers occur, such as a new class being added or a lead form being submitted.

After creating a campaign, use it to send messages manually or automatically via email, SMS, or push notification to an individual client or a group of clients. All campaigns can be edited before they are sent.

Key tips

Email templates have a character limit of 102,400 for all email templates. Avoid complex HTML, JavaScript, or loading scripts as not all mail receivers support them.

Send a test by clicking Send test [email or SMS] and enter the email or phone number. The test message displays placeholder information for certain variables, like [PasswordMessage] showing as 0123456789.

Add a video to an email template by embedding a video hosted on an external website through the visual editor.

Clients with News and Updates enabled will receive messages from custom email templates, including messages sent using QUICK Contact. For more information, see changing a client's notification settings.

Automation campaign types

Each campaign type below sends an email, SMS, or push notification to clients automatically, based on the trigger described.

Campaign type	Description
Custom Templates	Create your own custom email, SMS, or push notification templates to send to clients manually or automatically with automations
Lead Capture	Triggered after a client submits a Lead Capture Widget form.
Class Announcement	Triggered when a new class is added to your schedule and is available for booking.
Event Announcement	Triggered when a new event is added to your schedule and is available for booking.
Purchase Campaign	Triggered after the purchase of a specific item in the online store.
Client Retention	There are four different client retention campaigns you can create to communicate with at-risk clients who own an active Purchase Option. These campaigns are only sent to the client who owns the Purchase Option, even if the Purchase Option is shared with a family member. If the Purchase Option is transferred to a different client, these campaigns are sent to the new owner of the Purchase Option. The following campaigns are available for client retention: Retention – Triggered when a client hasn’t visited your business in a specified number of days or months. This campaign is designed to keep your clients engaged with your business. Few Pass Visits Remaining – Triggered when a client’s session pass drops below a specified number of sessions. This campaign is designed to encourage clients to purchase a new pass or upgrade to a membership. Pass or Membership is Expiring – Triggered when a client’s session pass or membership is nearing its expiry date. This campaign is designed to encourage clients to renew their membership. This campaign isn’t sent to clients whose Purchase Options are set to auto-renew. Upcoming Pass or Membership Renewal – Triggered when on a specified number of days or months before a client’s pass or membership is scheduled to renew.
Visit Campaign	Triggered on a specified number of hours, days, months, or years after a client has attended a specific service or used a specific asset at your business.
Client Win-Back	Triggered when a client hasn’t booked or checked in to a service for a specified number of days, months, or years. This campaign will track all services that a client has participated in, as well as gym visits and drop-ins.

Get started with campaigns

To create or modify a template:

Open the App Drawer the click View All > Marketing > Templates.
Click Create template and select Email, SMS, or Push.
- To modify an existing template, click Action then select Edit.
Under Details, enter the Template name (required_ and enter a Description (Optional; if left blank, the marketing campaign's default description is used).
When creating an email template, select Build with simple editor to use the default editor or Build with visual editor for more advanced options. Switch to visual editor or simple editor at any time, but note that unsupported elements (like countdowns or social buttons) added in the visual editor is removed when switching back to the simple editor.
Edit the content of the template.
- For Email and SMS, click Variables to display the list of available variables. To add a variable, click Copy to clipboard next to a variable and paste it to the Content field.
Click Save & Close.

Create or modify an automation

To create or modify an automation:

Open the App Drawer then click View All > Marketing > Automations.
Find the type of campaign you want to create or modify:
- To create a new template, click Add template.
- To modify an existing template, under Email, SMS, or Push, click Edit this template .
Under Template Information, enter a Template name (required) and a Description (optional, if these fields are left blank, the campaign's name and description are used).
Under Send Rules, specify when the campaigns is sent out and choose to Send only to specific client types or Send only to specific client groups, then select the checkboxes for each client type or group that should receive the notification.
- Configure any campaign-specific send rules as required before proceeding.
Confirm the format you're editing. Click Email, SMS, or Push at any time to change the format.
Edit the content of the template. Click Fill with default template to undo changes.
1. Email:
  1. Under Compose email, click View sender’s information and configure the sender’s email information.
  2. Under Email content, make changes to the template’s content using the default editor or click Visual Editor for more advanced options.
  3. Click View email variables to display the list of available email variables. To add a variable, click Copy to clipboard next to a variable and paste it in the Email content field.
  4. To activate the campaign, set Activate email to ON.
2. SMS:
  1. Under SMS content, make changes to the template’s content using the text editor.
  2. Click View SMS variables to display the list of available SMS variables. To add a variable, click Copy to clipboard next to a variable and paste it in the SMS content field.
  3. To activate the campaign, set Activate SMS to ON.
3. Push:
  1. Under Push notification content, make changes to the template’s content using the text editor.
  2. To activate the campaign, set Activate push to ON.
Click Save. When send rules are modified, accept the changes in the popup.

Send a campaign

Campaign types under Automations are automatically sent to clients. To send a campaign using a template:

Open the App Drawer then click View All > Marketing > Templates.
Find the template you want to send. Search or use filters on the list to easily find the template.
Click Action and select Use template.
Select the Client groups. All clients within the group are automatically selected.
Select the Template.
Compose your message.
1. When sending an email:
  1. Click View sender’s information and configure the sender’s email information.
  2. If necessary, make changes to the template’s content using the default editor or click Visual Editor for more advanced options.
Under Settings,
1. Choose whether you want to Send to each profile for clients who share an [email address or phone number].
2. When sending an Email:
  1. Select Send now or Schedule for a later date and specify the time and day the campaign will be sent.
  2. Set Track in the Marketing Campaigns report to ON to record the status of the email in the Email Campaign report.
  3. Enter the Campaign Name.
Click Send.

Duplicate a template

To Duplicate a template:

Open the App Drawer then click View All > Marketing > Templates.
In the list of templates, find the existing template you want to duplicate. Search or use filters on the list to easily find the template.
Click Action then select Duplicate.
- A new template named Copy of [template’s name] is created and you are redirected to its edit page.
Make any required edits to the new copy of the template.
Click Save & Close.

Duplicate an automation

To duplicate an automation:

Open the App Drawer then click View All > Marketing > Automations.
In the list of campaigns, find the campaign you want to duplicate. Search or use filters on the list to easily find the campaign you’re looking for.
Click Action for the campaign you want to duplicate, then select Duplicate.
- A new campaign named Copy of [campaign’s name] is created and you're redirected to its edit page.
Make any required edits to the new copy of the campaign.
Click Save. When send rules are modified, accept the changes in the popup.

Archive a template

Archiving a template hides it from the templates list when its status is set to Active. To access archived templates again, clear the applied filters or filter the list by Archived, and unarchive the template.

Open the App Drawer then click View All > Marketing > Templates.
In the list of templates, find the existing template you want to archive. Search or use filters on the list to easily find the template.
Click Action then select Archive.
In the popup, click Archive. To view archived templates, filter the list by Status > Archived.

Remove a client from a campaign

Open the App Drawer then click View All > Marketing > Campaigns.
Click on the name of the campaign you want to remove a client from. This will open a list of clients that the campaign will be sent to.
Find the client you would like to remove. If you know the client’s email address, you can enter it into the search bar to find them.
Under the Actions heading, click the Action button and click Remove Recipient.
On the confirmation popup, click Remove.

Delete a template

To delete a template:

Open the App Drawer then click View All > Marketing > Templates.
In the list of templates, find the existing template you want to delete. Search or use filters on the list to easily find the template.
Click Action then select Delete.
In the popup, click Delete.

Delete an automation

To delete an automation:

Open the App Drawer then click View All > Marketing > Automations.
In the list of campaigns, find the existing automation you want to delete. Search or use filters on the list to easily find the campaign.
Click Edit this template under Email, SMS, or Push.
Click Delete.
In the popup, click Delete.

Headings on the Templates page

Heading	Description
Name	The title of the campaign. You can click the title to access the template.
Type	The type of notification - Email, SMS, or Push notification.
Created By	The staff who created the template.
Modified By	The staff who last modified the template.
Action	Access a menu that allows you to Use, Edit, Duplicate, Archive, or Delete the campaign.

Filters on the Templates page

Filter the Templates page by:

Filter	Description
Template Type	Filter templates by type: Email, SMS, Push, or All.
Status	Filter templates by status: Active, Archived, or All.
Created By	Filter templates by the staff.