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Created page with "{{#seo: |title=Custom Features - SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online..."
{{#seo:
|title=Custom Features - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, campaign, campaigns, mass mailing, push notifications, push messages, informing customers
}}
[[File:Campaign logo.png|100px|left]] The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.
<br><br>
With this feature, you can:
* Send exclusive offers via Email to selected clients;
* Share promotions with clients through SMS;
* Keep clients informed about crucial updates via Push notifications;
* Utilize the Tags feature for more targeted communication.
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note'''</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is exclusively available with paid subscriptions only.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The [[Client Login custom feature|Client login]] custom feature will be automatically enabled as well.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You need to have SMS credits in order to be able to send SMS notifications.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Clients need to be subscribed to receive promotional messages to be able to receive campaign messages</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Your clients need to allow push notifications in their browser and be subscribed to receiving them on the booking page to be able to receive Campaign push notifications</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Clients can subscribe to push notifications after the booking has been made</span>
[[File:Client side subscribe option.png|1000px|center|link=https://help.simplybook.me/images/5/5b/Client_side_subscribe_option.png]]
<br><br>
=How to Set Up and Use:=
1. Navigate to the Custom Features page -> "Marketing" section and click on the "Enable" button next to Campaigns.<br>
[[File:Campaign enable path.png|1200px|center|link=https://help.simplybook.me/images/d/d2/Campaign_enable_path.png]]
<br><br>
2. Once enabled, go to Manage // Campaigns to create your first campaign by clicking on the + icon. Create a new campaign template based on your needs.
[[File:Manage campaigns path.png|1200px|center|link=https://help.simplybook.me/images/9/9a/Manage_campaigns_path.png]]
<br><br>
=Setting up a Campaign:=
1. Click on "Create new campaign", fill in the Campaign name, select the delivery method, and fill in the template for the chosen delivery method.<br>
You can choose SMS, Email and/or Push notification type.<br>
[[File:Create campaign path.png|1200px|center|link=https://help.simplybook.me/images/3/35/Create_campaign_path.png]]
<br><br>
If you want to check SMS delivery status, you can add the following variable to the SMS body: [track_url] If the client opens the link such SMS will be reflected as "Opened" in the campaign statistics.<br>
Statuses for emails and push notifications are tracked automatically.
[[File:Tracking variable campaigns.png|1000px|center|link=https://help.simplybook.me/images/2/2b/Tracking_variable_campaigns.png]]
<br><br>
2. After clicking the “Save & Close” button, this campaign appears on the left in the list with the status “New”.
<br><br>
=Selecting Recipients and Launching Your Campaign:=
1. After all preparation is done, click on the " Save & send campaign" button to select the list of clients and send your campaign.
<br><br>
2. You can manually select clients one by one, use filters, choose all clients at once, or send the campaign message to clients under specific tags if you're using the [[Tags Custom Feature|Tags]] feature.
[[File:Select campaign recipients.png|1200px|center|link=https://help.simplybook.me/images/c/c5/Select_campaign_recipients.png]]
<br><br>
=Post-launch Insights:=
After the campaign is launched, you can not edit it anymore (only name can be changed and/or the content of push message page(the one the client sees after clicking on push notification).<br>
If you need to send the similar campaign to your clients please use the “clone” option.<br>
You can view Campaign statistics on the bottom right of the campaign details. It displays the numbers of sent/not sent SMS, email, and push notifications, as well as how many of them were opened by your clients.
[[File:Campaign statistics.png|1000px|center|link=https://help.simplybook.me/images/9/9c/Campaign_statistics.png]]
<br><br>
=Campaign Statuses:=
There are different statuses you can receive after launching your campaign:
<span style="color:#06adef; padding:5px; border-radius:5px;">New</span> - Campaign created, recipients specified, but campaign not launched<br>
<span style="color:#00d38b; padding:5px; border-radius:5px;">Completed</span> - Campaign launched and ready for viewing statistics <br>
<span style="color:#788291; padding:5px; border-radius:5px;">In progress</span> - Campaign launched, but not yet active due to server issues<br>
<span style="color:#06adef; padding:5px; border-radius:5px;">On review</span> - Campaign launched and is currently on review by a system spam check<br>
<span style="color:#FF3259; padding:5px; border-radius:5px;">Declined</span> - Campaign launched but had been declined after system spam check
<br><br><br><br>
|title=Custom Features - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, campaign, campaigns, mass mailing, push notifications, push messages, informing customers
}}
[[File:Campaign logo.png|100px|left]] The "Campaign" custom feature is an advanced tool designed for implementing mass marketing strategies and customer engagement across diverse communication channels. It enables companies to create and optimize advertising campaigns, delivering messages in a customer-friendly manner. During campaign creation, users can choose from various message types, such as SMS, emails, and push notifications. You can manually select clients, choose all clients at once, or send campaign messages to clients under specific tags using the Tags feature. This flexibility allows you to tailor communication strategies to the specific needs and preferences of your target audience.
<br><br>
With this feature, you can:
* Send exclusive offers via Email to selected clients;
* Share promotions with clients through SMS;
* Keep clients informed about crucial updates via Push notifications;
* Utilize the Tags feature for more targeted communication.
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note'''</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is exclusively available with paid subscriptions only.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The [[Client Login custom feature|Client login]] custom feature will be automatically enabled as well.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You need to have SMS credits in order to be able to send SMS notifications.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Clients need to be subscribed to receive promotional messages to be able to receive campaign messages</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Your clients need to allow push notifications in their browser and be subscribed to receiving them on the booking page to be able to receive Campaign push notifications</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Clients can subscribe to push notifications after the booking has been made</span>
[[File:Client side subscribe option.png|1000px|center|link=https://help.simplybook.me/images/5/5b/Client_side_subscribe_option.png]]
<br><br>
=How to Set Up and Use:=
1. Navigate to the Custom Features page -> "Marketing" section and click on the "Enable" button next to Campaigns.<br>
[[File:Campaign enable path.png|1200px|center|link=https://help.simplybook.me/images/d/d2/Campaign_enable_path.png]]
<br><br>
2. Once enabled, go to Manage // Campaigns to create your first campaign by clicking on the + icon. Create a new campaign template based on your needs.
[[File:Manage campaigns path.png|1200px|center|link=https://help.simplybook.me/images/9/9a/Manage_campaigns_path.png]]
<br><br>
=Setting up a Campaign:=
1. Click on "Create new campaign", fill in the Campaign name, select the delivery method, and fill in the template for the chosen delivery method.<br>
You can choose SMS, Email and/or Push notification type.<br>
[[File:Create campaign path.png|1200px|center|link=https://help.simplybook.me/images/3/35/Create_campaign_path.png]]
<br><br>
If you want to check SMS delivery status, you can add the following variable to the SMS body: [track_url] If the client opens the link such SMS will be reflected as "Opened" in the campaign statistics.<br>
Statuses for emails and push notifications are tracked automatically.
[[File:Tracking variable campaigns.png|1000px|center|link=https://help.simplybook.me/images/2/2b/Tracking_variable_campaigns.png]]
<br><br>
2. After clicking the “Save & Close” button, this campaign appears on the left in the list with the status “New”.
<br><br>
=Selecting Recipients and Launching Your Campaign:=
1. After all preparation is done, click on the " Save & send campaign" button to select the list of clients and send your campaign.
<br><br>
2. You can manually select clients one by one, use filters, choose all clients at once, or send the campaign message to clients under specific tags if you're using the [[Tags Custom Feature|Tags]] feature.
[[File:Select campaign recipients.png|1200px|center|link=https://help.simplybook.me/images/c/c5/Select_campaign_recipients.png]]
<br><br>
=Post-launch Insights:=
After the campaign is launched, you can not edit it anymore (only name can be changed and/or the content of push message page(the one the client sees after clicking on push notification).<br>
If you need to send the similar campaign to your clients please use the “clone” option.<br>
You can view Campaign statistics on the bottom right of the campaign details. It displays the numbers of sent/not sent SMS, email, and push notifications, as well as how many of them were opened by your clients.
[[File:Campaign statistics.png|1000px|center|link=https://help.simplybook.me/images/9/9c/Campaign_statistics.png]]
<br><br>
=Campaign Statuses:=
There are different statuses you can receive after launching your campaign:
<span style="color:#06adef; padding:5px; border-radius:5px;">New</span> - Campaign created, recipients specified, but campaign not launched<br>
<span style="color:#00d38b; padding:5px; border-radius:5px;">Completed</span> - Campaign launched and ready for viewing statistics <br>
<span style="color:#788291; padding:5px; border-radius:5px;">In progress</span> - Campaign launched, but not yet active due to server issues<br>
<span style="color:#06adef; padding:5px; border-radius:5px;">On review</span> - Campaign launched and is currently on review by a system spam check<br>
<span style="color:#FF3259; padding:5px; border-radius:5px;">Declined</span> - Campaign launched but had been declined after system spam check
<br><br><br><br>
