Automated Email Campaigns are available exclusively with Inspire's Enhanced and Advanced plans.

These campaigns allow you to automatically send targeted marketing emails based on client activity within your business. Once configured, automated campaigns work in the background to help you stay connected with clients and generate additional revenue with minimal ongoing effort.

Automated campaigns are designed to be "set and forget," meaning you create them once and Inspire automatically sends emails when clients meet the selected criteria.

Access Email Marketing

1. From Inspire, click Marketing from the Home Page, Navigation Bar, or Right Sidebar.

Setup Company Information

Complete this section if you are using Email Marketing for the first time or need to update your business information.

1. Click your Company Name in the upper-right corner.
2. Select My Account.
3. Review and update the Profile and Company tabs.
4. Click Save.

Create an Email Template

Before creating an automated campaign, you'll need an email template that will be sent to your clients.

1. Click Templates.
2. To create a new template, select + Create New (Drag & Drop Editor).
3. Enter a Template Name.
4. Use the drag-and-drop editor to build your email.
5. Add design elements such as:
   • Logos
   • Images
   • Titles
   • Social Media Links
   • Footers
   • Custom Content Blocks
6. Customize text, fonts, colors, alignment, hyperlinks, and other formatting options.
7. Click Save when finished.
   

Tip: If you're new to Email Marketing or would like additional guidance on building templates, review How to Create an Email Marketing Template for detailed instructions on creating, customizing, and saving email templates using the drag-and-drop editor.

Tip: If you are uploading your own images, we recommend reviewing the knowledge base article "Why Is My Image Quality Downgraded in Email Marketing?" for best practices to help preserve image quality in your emails.

Setup Automated Campaigns

1. Click Campaigns.
2. Select Set Automated Campaigns.
3. Click Add Automated Campaign.
4. Choose the Automated Email List you would like to use.
5. Select the Email Template that should be sent when the campaign is triggered.
6. Enter the Email Subject Line that clients will see in their inbox.
7. Click Submit.
8. Click Enable to activate the campaign.

Once enabled, Inspire will automatically send emails when clients meet the selected campaign criteria.

Tip: If you need a more detailed walkthrough on setting up automated campaigns, please visit How to Set Up Automated Email Marketing Campaigns for step-by-step instructions on creating, configuring, and enabling automated email campaigns in Inspire.

Important: Automated campaigns are generated overnight and do not begin sending immediately. Please allow up to 24 hours after activation for the first automated emails to be processed.

Automated Email List Options

• We Miss You – Targets clients who have not visited within a specified number of weeks and do not have a future appointment scheduled.
• Birthday – Automatically sends an email to clients on their birthday.
• Birthday Monthly – Automatically sends an email on the first day of a client's birth month.
• First Time Visit – Sends an email after a client completes their first appointment.
• Referral Thank You – Sends a thank-you email to clients who have referred another client.
• Post Appointment Email – Automatically sends an email the day after a completed appointment.
• Cancellation Follow-Up – If a client cancels an appointment and does not schedule a new appointment within two days, an email is automatically sent.
• Prep for Service – Sends an email two days before a selected service to help clients prepare for their upcoming appointment.
• Service Details – Automatically sends follow-up information the day after a specific service has been completed.
• Product Details – Automatically sends information the day after a specific product has been purchased.
• Reward Point Value – Sends an email when a client reaches a specified reward point threshold.
• Number of Referred Clients – Automatically sends an email when a client reaches a specified number of referrals.
• Post Product Purchase – Automatically sends an email a designated number of weeks after a specific product has been purchased.

Tip: To learn more about each automated campaign option and determine which campaigns are best suited for your business, review the knowledge base article: Marketing: Automated Email List Descriptions