How do I set up On Behalf Marketing?

When you want to market to your clients but don’t have the time–On Behalf Marketing is here to help.

If you haven't set up your Online Store yet, please do so. During the store setup, you’ll have the opportunity to set up On Behalf Marketing.

How do I set up my Online Store? 

Otherwise, you can set up (or turn on/back on) On Behalf Marketing from your dashboard. 

Log into SalonInteractive. From your dashboard, click Client Connect and then On Behalf.

OBM Set up 1

Feel free to look around to learn more about the benefits of On Behalf Marketing. You can even swipe through some recent campaigns to see how they look. When ready to move forward, click the Get started button.

OBM Set up 2

Select the types of On Behalf campaigns you’d like clients to receive to help them shop your Online Store. These campaigns are designed to enhance the shopping experience for your clients and include automated emails featuring your favorite brands.

Campaign types:

Free shipping emails

Offers for free shipping on your Online Store.

Product discount emails

Discounts on products to boost Online Store sales.

Education emails

Useful info related to the brands you select.

Product sets emails

Bundled product offers and seasonal holiday gift set specials.

Service promotion emails

Promotions that encourage clients to book appointments for salon services your beauty biz offers.

NOTE: If you deselect all promotion types, it will turn off On Behalf Marketing.


Once you’ve made your campaign type choice(s), click
Next.

OBM Set up 3

While you can choose up to five brands to include in On Behalf emails, we highly recommend selecting up to three. Narrowing your selection gives you the power to stand behind the brands you suggest, ensuring your clients receive just the right amount of special offers without feeling overwhelmed.


Once you’ve made your brand selection, click Next.

OBM Set up 4

Choose the brands you’d like to include for each type of promotion that you selected. 

Note: For service promotions, you’ll need to add your online booking link. Also, only select the brand(s) you use to perform services in your business for service promotions.

OBM Set up 5

When done with your selection(s) click Finalize.

OBM Set up 6

Resources:

What is On Behalf Marketing and how does it work?

How do I manage On Behalf Marketing?

How do I set On Behalf Marketing brand priorities?

How do I upload clients?