Create Marketing and video
Marketing video demo: https://recordings.join.me/BMoXFStDQ06vvciSenikYA
1) Click on the Pawloyalty logo
2) Click email marketing
3) Create a button
4) Choose who you want to send this to All (all clients), Specific (one person or more), Group (People you are targeting)
If you are sending to a group, you have to set up your Marketing groups, see Create a new Marketing group below.
4) Fill in the name (This is the name of the email marketing but the client will not see) - Fill in Subject line - Fill in your HTML and plain text tab and hit save
5) you have now saved an email you can use over and over again. (You can edit it and also delete it)
6) You can now go in and send it to one person or more, or a group of people you want to target.- or marketing group
Specific -This will populate everyone in the system
You can use the "ctrl" (control) then "F" keys on your keyboard to and type in the client's name in the box and it will find your client or clients then hit save.
Group - Select your filtered marketing group then hit save.
Create a new Marketing group
1) Administration
2) Client preference
3) Marketing group selection
4) Create a new marketing group.
Note: Each client in your system would have to be tagged with the marketing group selection you want them in.
In order to tag your clients, you must have Marketing group selection configured, see below.
Customer management - Edit - Select the marketing group you want them in
Marketing Group Selection
1) Administration
2) Client preference - Marketing group selection
Related Articles
Marketing and drip campaign "how to's"
Please see attached document.Sending Out Email Marketing
1. Click on Email Marketing 2. Either Edit an existing Email or click the Create button to start a new Email. 3. Name the email. This is what you will see in your list of past Emails so you can reference it. Example "June Newsletter 2017." 4. Subject ...PawLoyalty - Opt-in/out for marketing
You can opt a client in or out for marketing (emails and texts) under their client profile. Click Edit. Scroll to the bottom to find the Notification Settings. Please note: Your client will always have the option to opt-out of texts and emails. There ...PawLoyalty - Using report cards
Click on PawLoyalty, Administration. Click on Report Cards. This is where you setup the content that is available to be added on report cards. Click Configure on the module you want to edit. Add title and subjects. Add subjects that you can create ...PawLoyalty - Waitlist appointments
PawLoyalty does not have a waitlist schedule to keep these appointments separate. You can create a room called Waitlist to put these appointments in. However, please note that these clients will also receive the confirmation email that the ...