What are email campaigns and how do I create, send & manage them?

Here’s everything you need to know to create an engaging marketing email campaign from A-Z.

To get started, from your SalonInteractive menu, click Client Connect. Select the Email campaigns tab. If you have not created any email campaigns yet, click the Create campaign button.

To design your email campaign, first choose a template. You can view featured templates, which are timely and newly curated, all templates or narrow your search by type of communication, such as announcements, holidays and occasions, newsletters, and product or service highlights.

Or, if you’re feeling super creative, start with a blank email and design away. You can also find your latest templates under recently used.

How do I design my own email campaign using a blank template?

When you find a template you want to use, click the Select button on that template.

Next, take a look around: You have a fully editable email subject line, where you can create a subject line of up to 150 characters, including spaces, or use our initial placeholder if you would like. Just make sure your subject line is fun and catchy so your clients want to open your email. 

Click the Advanced options button.
 

In the Campaign name section, you have the option to name your email for easier reference later.

In the From name section, your business name will auto-populate. However, you can edit the name if you wish.

Next, get to know the email editor. You can use the toolbar to add text, images, and buttons and customize the email as you see fit.

For best practices to help ensure the best possible success for your campaign, click the Want some email tips? link. We have many ideas to help you create a successful marketing campaign.

Read through the suggestions in the slide out and then click Close when done.

You can also take a break from creating your email campaign at any time. Just click the Save and exit button and pick up where you left off later.

To edit the content of the template, follow these instructions:

How do I use the email editor?

Once you’re happy with your email design, click Next.

(Next,) let’s select recipients for your email.

If you haven’t uploaded your clients to your SalonInteractive account, now is a good time to do so.

How do I upload clients?

When it comes to selecting recipients, you have several options. You can choose all clients, clients who have or have not purchased online within a timeframe that you set, or filter by tag. If you connected your Point of Sale (POS) software to your SalonInteractive account, you may have extended options for filtering email campaign recipients.

First, click the Want some email tips? button to learn about best practices for sending emails. 

The All clients option is selected by default and will send your email campaign to any clients on your list who have a valid email address and have not unsubscribed from your marketing emails.

Click the View list button at any time to see the list of clients selected as part of your recipient filters. Click the trash icon for any people you don’t want to send your campaign to. When done, click Close.

You can also select clients who have or have not purchased online within a certain number of days, which you set.

If you’d like to use tags, choose one or more tags you’ve previously created to include in your email recipients list.

In the slide-out, select the tags you want and click Save.

When you are done selecting recipients, click Next at the bottom of the page.

If you connected your Point of Sale (POS) software to your SalonInteractive account, you may have extended options for filtering email campaign recipients.

You can filter by clients with past or upcoming appointments within the number of days that you set.

You can filter by service provider by clicking the Assigned service providers section. In the slide out, select the service providers you want to include and click Save.

When done filtering recipients, click Next.

Before sending your email campaign, it's important to preview it and send a test.

To preview your email, toggle between Desktop and Mobile to see how it will look to your clients.

Next, click Send test email.

Send your test to any verified account user by selecting them in the dropdown.

Keeping the default Send to myself box checked, click Send test. When you receive your test, proofread your text, image size and placement, and click every link to ensure each goes where you want it to.

If everything looks good on your test, Click Schedule send.

My email campaign is designed - how and when do I send it?

Now that your email campaign is designed, previewed, and tested, and you've selected recipients, let's send it.

If you are not already there, open the email draft you want to send.

If you want to send your email campaign immediately, make sure the time selection is set to Now, and then click Send.

Otherwise, select a date and time to deploy your email and click Schedule email.

You can also set a schedule in the Send time card.

Manage my email campaigns

It’s easy to manage your email campaigns, where you can do the following actions:

Actions for each email status 

From the Client Connect page, select the Email campaigns tab. Here, you’ll see your recent email campaigns. You can sort by status (all, draft, scheduled, sent) and/or by newest or oldest.

View a campaign email
To view a campaign, regardless of its status, click the three dots (•••) for the email you want to see and select View email from the dropdown. The email will open in a preview window.


Delete a campaign
If you’d like to delete a scheduled campaign or a draft, click the three dots (•••) for the email you want to delete and select Delete from the dropdown.

Duplicate a campaign
If you’d like to duplicate a campaign, regardless of its status, click the three dots (•••) for the email you want to use and select Duplicate from the dropdown. This action will open the email editor with a copy of the campaign you duplicated. On the new draft, click Edit to make changes, and then review and send/schedule send as desired.

Edit a campaign
If you’d like to edit a draft or scheduled campaign, click the Edit button.

For scheduled campaigns, click Unschedule and edit. Edit your campaign as desired, and then set a new time/schedule send at the review step.

Unschedule or reschedule a campaign
If you’d like to unschedule or reschedule an already scheduled campaign, click the three dots (•••) on the email and select Reschedule from the dropdown.

Click Unschedule and edit, which will turn the email into a draft again. Edit your campaign as desired, and then set a new time/schedule send at the review step.

Track campaigns
For sent emails, you can see how your campaign did by clicking View report, which will take you to the campaign tracker page.

Resources:

How do I upload clients?

How do I design my own email campaign using a blank template?

How do I use the email editor?

My email campaign is designed - how and when do I send it?