Set Up Email Campaigns

Example 1: Salon promotes their monthly special on coloring services for women. Create an email distribution list by using these search filters: Bought Service: “Hightlights”, Gender: “Women”, Last Visit Older Than: “07/18”
Example 2: Liquor store sends an email blast advertising their holiday promo on sparkling wines. Create an email distribution list with these search filters: Bought Item: “Sparkling Champagne”, Gender: “Men” and “Women”

Select filter options to compile a list of client email addresses with shared characteristics relevant to your email campaign.

From Home, tap Messages.
Select New.
Locate the Create Distribution List section.
Enter filter options in these fields:
- Staff: Locate people who work with a specific staff member. For example, identify customers who have patronized one particular stylist.
- Bought Item: Parse for customers who have bought a particular item. For example, use this field to identify customers who have purchased “Sparkling Champagne”.
- Bought Service: Parse for customers who have bought a particular service. For example, use this field to identify customers who have purchased a “Long Hair Highlights”.
- Gender: Select Male, Female, or both. This field references gender as recorded in Customer Details. To add gender info to a client record see: Update Customer Info.
- Purchases Greater: Identify customers who have made purchases greater than a specified dollar amount.
- Last Visit Older Than: Use this field to identify customers whose last visit was before a specified date. For example, identify clients who have not visited for 8 weeks by selecting a date 8 weeks prior to today’s date.
Type a name for the distribution list in the List Name field.
Tap Save List.
View distribution lists.

Modify a Distribution List

Distribution lists can be edited. This allows you to refine or re-purpose an existing email list as promos or customer preferences change.

Navigate to the New Message window. Home › Messages › New.
In the Distribution List section, click the name of an existing distribution list.
- Tip! To add a single client email address to a distribution list, tap Customer Browser and highlight the name of an individual customer. Customer Browser can be used repeatedly to add individual emails manually to the send list.
View list details in the Create Distribution List section.
Modify filter details.
Tap Save.

Create an Email Message

Create a message advertising a promo, discount, or announcement. Pair your message with one or more related distribution lists to create an email blast customized for your client base.

From Home, tap Messages.
Choose New.
Tap the name of a distribution list.
- Tip! To add a single client email address to the send list, tap Customer Browser and select a customer. Use Customer Browser repeatedly to select and add multiple emails.
Tap to transfer the highlighted list to the To: section.
- Tip! Add a single client email address to the send list, tap Customer Browser and select a customer. Use Customer Browser repeatedly to select and add multiple emails.
Type the name of a message in the Subject field.
Click Edit Message to open the message editor.
Compose a message using the formatting tools provided.
- Note: Message formatting is WYSIWYG (what you see is what you get) so you can easily determine what the message will look like once it’s delivered.
Click OK.
Review message details. Then press Send Message.
- Tip! Messages can be scheduled in advance by selecting Send Date. Choose a date, then tap Send Message to add the message to the scheduled message queue.