Campaigns is a powerful tool for creating newsletters, promotional campaigns, and automated messages to your customers. You can target specific audiences based on booking behavior, packages, dates, and consent preferences.
Create a New Campaign
To create a new campaign, click New campaign or duplicate an existing one.
You can also edit a campaign as long as it has not yet been sent.
1. Who – Choose Your Audience
Select who should receive the campaign.
All customers
Target all customers who have agreed to receive newsletters.
Specific packages
Target customers who have booked specific packages.
Select the client and the packages you want to include.
Not booked for a while
Target customers who have not made a booking since a selected date.
Choose the client and define a cut-off date. The audience will include all customers who have not booked since that date.
Advanced
Build a fully customized audience using filters and conditions.
Under Advanced, you can add conditions such as:
Include or exclude customers who:
Have accepted newsletters only
Include or exclude bookings based on:
Visit date
Booking date (start date and end date)
Invitations
Newsletter consent
Once your audience is selected, click Save.
2. How – Choose Delivery Method
Decide how the campaign should be delivered.
Send by SMS
Send email if the phone number is missing.
Send by email
Send SMS if the email address is missing.
This ensures the campaign reaches as many recipients as possible.
3. What – Create the Content
Choose what should be sent by using an existing template or creating a new one.
If both email and SMS are used, you need to create a template for each.
Email subject
Enter the subject line shown in the recipient’s inbox.
Edit template
Add content such as text, placeholders, images, and buttons.
Click Save when the template is complete.
SMS
SMS content
Shows character count and SMS segments.
You can add placeholders and URLs using the available buttons.
Click Save when finished.
4. When – Schedule the Campaign
Choose when the campaign should be sent.
Dispatch date
Note that the selected time indicates when the campaign starts.
Depending on the number of recipients, delivery may take some time.
Email test dispatch
Enter one or more email addresses and click Send to preview the email.
SMS test dispatch
Enter one or more phone numbers and click Send to preview the SMS.
Once all steps are completed, the campaign is ready and will be dispatched automatically at the selected date and time.
CRM Activation & Onboarding
To enable this functionality or book an onboarding session, please contact [email protected].
The team will assist with setup and ensure the Campaigns and CRM features are configured for optimal use.