Client Connect: Mass Email

The mass email campaigns are a client connect premium feature marketing upgrade. Mass Emails also offers enhanced text messaging. That means no more managing of cell phone providers and guaranteed on-time delivery of your automated text messages.

This new upgrade will allow you to stay in touch with your client by creating a variety of emails of your choice. Client list can be filtered in multiple ways such as; by service provider, products purchased, service performed, appointment dates or even all clients! Need to invite your clients to an event you are hosting? Or want to inform them of a new service and/or product? You are in the right place!
Check out below on how to get started!
Learn how to enable Client Connect Premium Features!
To being email proceed to: Manage>Client Connect>Mass Email Marketing
  1.     Click on My Logo
  2.     An image can be uploaded from your computer by clicking on Browse     Choose the file with your logo and upload the image here
  3.     The logo will now appear under Current image
  4.     Save
Mass email shot 1.png
Additional My Logo Notes:
  1.     If no logo is uploaded but is required, your Business Name will be used in it's place.
  2.     By uploading a logo, the ability to place it in the header, footer and/or in the body of the mass email becomes available.
Creating a Header:
  1.    Click on My Header
  2.    Create header in the text box
  3.    Formatting can be done with the tool bar options
  4.    You may also choose to have your Logo as the header follow the image below
  5.    SAVE
    Note: Header will appear at the top of the email

mass email shot 2.png

Creating a Footer:
  1.     Click on My Footer
  2.     Create Footer in the text box
  3.     Formatting can be done with the tool bar options
  4.     You may also choose to have your Logo as the header follow the image below
  5.     SAVE
    Note: Footer will appear at the bottom of the email.
mass email shot 2.png
Creating a Client List:
  1.    Click on Client Lists
  2.    Click on New Client List
  3.    Type what the Name of your Client list will be
  4.    Select a filter type

TIP: When choosing a filter with additional options, use the Ctrl button (on your keyboard) and click on multiple Service Providers.

   5.   Enter date ranges if needed
   6.   Show Client Count: Will compare the number of clients in your account, compared to the number of clients that actually will be able to receive an email. 
   7.   Save

Client lists can be either exported OR deleted by navigating to: Manage>Client Connect>Mass Email>Client Lists>Click on the client list

Creating the mass email:

  1.    Click on New Campaign
  2.    Select a template

  3.    Click on Get Started
  4.    Enter the Name of your Campaign and Email Subject
  5.    Choose a Client list
  6.    Decide weather you would want to use your header and/or footer.
  7.    Start typing body of the email in the text box.

mass email shot 5.png
  8.     Preview
  9.     Save   
Note: Send a Test allows you to see what the email to appear like to the clients as an actual email. This test will get sent to the email of the username that is logged in while creating the email.
        Don't have an image that has a URL upload here at PostImage

 10.    Click on Launch Campaign when you are ready for your clients to receive the email

mass email shot 6.png
NEW Client Confirmations via Text Message!
Your clients can now confirm their appointments via Text when you have the Client Connect Premium Bundle!
Once you are signed up for all three Client Connect Features you will have the option to turn on Client Confirmations via TEXT and Client Profile Photos!

When you have our Premium Package you are able to create Client’s Profile Photo and have the ability to store up to 20 images or files.
  1. Client Profile & History
  2. Go to Uploads tab
  3. Browse an Image or File
  4. To make the image the profile photo be sure to check the box BEFORE you upload
  5. Click Upload once an image has been selected
  6. Save Profile


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