How to create a new SMS campaign using a template?

This article will show you how to build an SMS campaign using a pre-made template

Go to Marketing > Compose SMS

Click SMS Templates

On the next screen, select a template that you may wish to use for this campaign.

A preview of the message will appear on the right in the text bubble. Click Use Template.

Once the template is selected, it will bring the screen back to edit the message if needed. You can use the Links button to include a link for Online Booking, Services, Packages & Offers, Staff Booking Link, Online Store, Product, Online Gift Card, or a Customised Link.

Once you are happy with your template, click Save & Close.

Here you can preview the campaign. There is an option to delete or edit it too. You can also send a test version to yourself. Click next to continue sending the campaign or Save For Later if you wish to return to the campaign later.

This page is where you will select your filters. This is where you choose who you want to send this campaign to.

Service history can target clients who have come into your salon for specific services.

Visit history can target clients who have not come into your salon in a specific time frame. Please see Filters for more information on target marketing.

Once you choose your audience the system will let you know how many SMS are being sent.

The system will now ask you are you ready to sendClick send for the campaign to send. The campaign can be scheduled to go at a chosen date and time.

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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