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Automated marketing campaign types
Automated marketing campaign types
Updated over a week ago

Automated marketing allows you to automatically send email, SMS, and push notifications to potential clients, clients at risk of leaving, or clients who have already left.

Below are the different types of automated marketing campaigns available in WellnessLiving where you can create as many campaigns of each type as you need to suit your marketing goals.

Key tips before we begin:

  • When you set the Email send rules for an automated marketing campaign, the rules are also applied to the SMS message and push notification for that automated marketing campaign. For example, if you set the email notification to be sent only to a specific client group, the SMS message and push notification are sent only to that specific client group as well.

  • When creating an email template please remember that there is a character limit of 102,400 characters, including any HTML code and JavaScript that may be present in the email template.

  • You can only send a maximum of 4,000 emails per hour or 40,000 emails per day to your clients, regardless of the number of locations in your business.

  • Clients can unsubscribe from automated marketing campaigns by disabling the News and Updates notification on the Notifications page of their client profile.

Marketing campaign types

Campaign type

Description

Create your own custom email, SMS, or push notification templates to send to clients.

An email, SMS message, or push notification sent automatically to clients after they submit a Lead Capture Widget form.

An email, SMS message, or push notification sent automatically to clients when a new class is added to your schedule and is available for booking.

An email, SMS message, or push notification sent automatically to clients when a new event is added to your schedule and is available for booking.

An email, SMS message, or push notification sent automatically to clients after the purchase of a specific item in the online store.

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 – An email, SMS message, or push notification sent automatically 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 – An email, SMS message, or push notification sent automatically 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 – An email, SMS message, or push notification sent automatically 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 – An email, SMS message, or push notification sent automatically on a specified number of days or months before a client’s pass or membership is scheduled to renew.

An email, SMS message, or push notification sent automatically 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.

An email, SMS message, or push notification sent automatically 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.

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