Campaign custom feature: Difference between revisions
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=How to Set Up and Use:= | =How to Set Up and Use:= | ||
1. Navigate to the Custom Features page -> " | 1. Navigate to the Custom Features page -> "Business enhancements" section and click on the "Enable" button next to Campaigns.<br> | ||
[[File: | [[File:Campaigns enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/4/42/Campaigns_enable_path_redesigned.png]] | ||
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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. | 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/ | [[File:Manage campaigns path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8e/Manage_campaigns_path_redesigned.png]] | ||
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=Setting up a Campaign:= | =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> | 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> | You can choose SMS, Email and/or Push notification type.<br> | ||
[[File:Create campaign | [[File:Create new campaign form redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/2c/Create_new_campaign_form_redesigned.png]] | ||
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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> | 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. | Statuses for emails and push notifications are tracked automatically. | ||
[[File: | [[File:Add trackin variable to sms campaings redesigned.png|1000px|center|link=https://help.simplybook.me/images/e/eb/Add_trackin_variable_to_sms_campaings_redesigned.png]] | ||
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2. After clicking the “Save & Close” button, this campaign appears on the left in the list with the status “New”. | 2. After clicking the “Save & Close” button, this campaign appears on the left in the list with the status “New”. | ||
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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. | 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: | [[File:Selecting campaign recipients redesigned.png|1200px|center|link=https://help.simplybook.me/images/9/94/Selecting_campaign_recipients_redesigned.png]] | ||
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=Post-launch Insights:= | =Post-launch Insights:= | ||
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If you need to send the similar campaign to your clients please use the “clone” option.<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. | 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/ | [[File:Campaign statistics example redesigned.png|1000px|center|link=https://help.simplybook.me/images/e/e0/Campaign_statistics_example_redesigned.png]] | ||
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=Campaign Statuses:= | =Campaign Statuses:= | ||