Campaigns

A campaign is an email you send to your clients, like a seasonal offer, a new service or a quiet-week nudge. SalonGrid walks you through it in four steps, so the message looks the part and reaches the right people.

[Add image: the campaign builder]

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In this article

• Start a campaign
• Step 1: Name and type
• Step 2: Audience
• Step 3: Your message
• Step 4: Review and send

Start a campaign

1. Go to Engage and open Campaigns.
2. Select Create campaign.

The builder opens on the first step. A bar at the top shows where you are: Name & Type, Audience, Delivery, then Review.

Step 1: Name and type

Pick the kind of campaign you are sending:

• Quick Update is news or an announcement, like new hours or a new service. It ends with a Book Appointment button.
• Promotion ties a promo code to the email, with the discount and a claim button built in. Promotion is on the Pro plan and up.

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Note: A Promotion uses a code you already made under Promo codes. Set the code up first, then build the campaign around it.

Step 2: Audience

Choose who gets the email.

• All Clients sends to everyone, with the total shown next to it.
• Custom lets you pick groups. Each group shows how many clients are in it:
  • Regular, Lapsed, New and Prospective clients.
  • Clients by Service or Clients by Style, to reach people who have had a certain look.

On the same step you set when it goes out:

• Send now sends as soon as you finish.
• Schedule picks a date and time. For a repeat send, choose Weekly, Every 2 weeks or Monthly, and set an end date.

Campaigns are sent by email.

Step 3: Your message

Write what your clients see:

• A Subject line for the inbox.
• An optional image. Your salon logo is added for you.
• A Title at the top of the email.
• An optional Message.

A Quick Update shows a Book Appointment button. A Promotion shows the discount, a claim button and the code.

Step 4: Review and send

The last step lays out the whole campaign: how many clients, the channel, the timing and, for a Promotion, the code and discount.

1. Check the details.
2. Use Send yourself a preview to mail a test to your own inbox first.
3. Save as draft to come back later, or send it. If you scheduled it, this sets it live for that date.

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Tip: Send a preview to yourself before every campaign. It is the quickest way to catch a typo or a wrong link before clients see it.

Related: Promo codes · Automations · Discounts