This article outlines how to automate the texts that you want to send out regularly

Go to the Marketing section, then select the View Campaigns button.


 

Select the New Campaign button at the bottom right of the screen.


Choose whichever type of campaign you'd like to send - Email or SMS. Click Create. 




Create your campaign content as normal and select the recipients. At the last step, you'll have the option to schedule the campaign to send later. Change the toggle to Yes, and you'll then be able to specify when you want to send it.

Choose your date and time, and click the Schedule Campaign button. It will send at your chosen time.

 

 

NOTE: The following steps will show you how to set up recurring automatic campaigns. As of now, this is only possible in our old editor.

 

Go to the Marketing section on the left-hand side of the screen, then select the Compose SMS option.


As normal with SMS you can compose your promotion or message, then click Next to bring you to your filters.


Proceed to choose the required filter for that particular promotion or message you are sending. Here is an example to find all clients whose birthday is in July.  Once you are finished configuring your filters, then click Next, and you will now be taken to the Send screen.


 

By default,  the option to Generate Now, will be ticked.  Check the Schedule option instead.

 


 

This will give you added options to schedule the message.


Choose to schedule it for a particular day at a specified time, or you can repeat it to go out on a regular basis.
To apply it on a regular basis, select the repeat option, then choose on what basis you would like to to send, DailyWeekly or Monthly.
Selecting the Daily option gives you the criteria below.
You can choose how it repeats over the number of days, so every “1” days would be daily, every “2” days etc.

Then you can select to repeat it permanently, a number of times it repeats or choose a specific date for it to stop.


If you repeat it Weekly, you can choose to repeat it every week, every second week etc, choose the day of the week it sends, and finally as before, choose how long it repeats for.


Finally you can repeat it Monthly, you can choose the specific day of the month and recur it on specific days within that month also. and as before, repeat the message.


 

Once you have completed your schedule, click Save to schedule the SMS.

To learn about more areas like this in your Phorest system enrol in our SMS & Email Marketing Campaigns series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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