Repeat Campaigs with Clients in New Editor
under review
D
Darby Sullivan
NOTE: this doesn't cover communications sent to clients as part of their service e.g. precare and aftercare.
Problem: Salon's want to be able to set up regular repeat communication with clients
Impact on the customer - how are they solving it today?
They either have to do this in the old editor, or manually do it themselves over and over again in the new editor.
Impact on the customer - why is this painful?
The old editor doesn't have a lot of the desired functionality of the new editor. Using the new editor is very time consuming as you have to set these campaigns up every time to do the same thing e.g. set up a birthday campaign for each separate month
Impact on the customer - how often do they have to do this?
Depends on the workaround. Using the old editor they only set it up once, but the emails don't have what they want in them. Using the new editor means doing it every month at least for a few hours.
What impact might it have on Phorest - how many customers are likely to have this problem? Just one? Only a particular type of customer?
Not many clients use this functionality in the old editor right now but we're confident that's because it's both hidden and very difficult to use. Done right we would expect at least 50% of clients to use this.
How much of an impact will it have on the salon churn rate? Or sales conversion rate?
This would positively impact the sales conversion rate
STATUS: ON HOLD
aisling.scolard
under review
aisling.scolard
open
With the focus on move to browser this year, consideration of this item is paused for now
S
Siobhan McCaffrey
DL Lowry Salon(27381) back using old editor now because they want to repeat emails
aisling.scolard
under review
C
Claudia Schwarz
a beauty salon has the use case to send how to info, e.g. how to treat your lash extensions, do's and don'ts. That would be a daily mail going to every customer who had service x
G
Gavin Spencer
Just some further input as to how Aus customers are doing this via the API
Inline with the information provided by Aisling.
Attached is the ORIGINAL spec drawn up for the routines, the actual process was later refined.
It essentially
Adds the client, with a benefit (voucher) via the API from their website
The old marketing suite is set to repeat campaigns to specific categories, timed inline with the API routines that adjust them accordingly.
This repeats 4 times, each time checking the clients service history for entries, when no records are found it moves the client to the next category, ultimately to "did not convert"
If at anytime in the sequence the client makes a booking, then they are moved to category "converted"
aisling.scolard
Merged in a post:
Automatic Email Flow
J
Julie Janisheck
I have had several clients reach out about wanting this within Email Marketing. An automatic flow that sends, for example new clients. They have a specific set of templates for this type of clients and they are automatically sent in a certain pattern and time frame.
aisling.scolard
I'm going to merge this with the repeat campaigns post :)
aisling.scolard
planned
aisling.scolard
An example for Oz team:
The customer signs up on the website and gets a $25 voucher put against their name
On day 1 the consumer receive an email
On day ⅘ if that person has a service entry associated with them then have the status converted, otherwise they receive a different email
The chain goes on until the person either converts in future or is considered a dead lead
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