Note: Automated Email Marketing is available on Enhanced and Advanced plans only.

Benefits of Automated Email Marketing

Automated campaigns help you:

• Encourage repeat visits.
• Reconnect with inactive clients.
• Promote services and products.
• Reward loyal clients.
• Strengthen client relationships.
• Save time with "set it and forget it" marketing.

Once enabled, emails are automatically sent based on specific client activities and behaviors within Inspire.

Access Email Marketing

1. Click Marketing from the Home Page, Navigation Bar, or Right Sidebar.

Create an Email Template

Before creating an automated campaign, you will need an email template.

1. Click Templates.
2. To create a new template, click + Create New (Drag & Drop Editor).
3. Enter a Template Name.
4. Use the drag-and-drop editor to add items such as:
   • Logos
   • Images
   • Titles
   • Social Media Links
   • Footers
   • Text Blocks
5. Customize fonts, colors, alignment, and links as desired.
6. Click Save when finished.

Create an Automated Campaign

1. Click Campaigns.
2. Select Set Automated Campaigns.
3. Click Add Automated Campaign.
4. Select the desired Automated Email List.
5. Select an email Template.
6. Enter a Subject Line.
7. Click Submit.
8. Click Enable to activate the campaign.

Important Note: Automated campaigns are generated overnight. Newly enabled campaigns will not begin sending immediately. Please allow up to 24 hours for the first emails to be processed and sent.

Manage Existing Campaigns

Within the Automated Email Marketing section, you can:

• View active and inactive campaigns
• Enable or disable campaigns
• Edit campaign settings
• Delete campaigns
• Create additional automated campaigns

Automated Email List Options

• We Miss You – Targets clients who have not visited your business for a specified number of weeks and do not have a future appointment scheduled.
• Birthday – Sent to clients on their birthday.
• Birthday Monthly – Sent on the first day of a client's birth month.
• First Time Visit – Sent after a client completes their first appointment.
• Referral Thank You – Sent when a client is recorded as referring another client.
• Post Appointment Email – Sent the day after any completed appointment.
• Cancellation Follow Up – Sent when a canceled appointment is not rescheduled within two days.
• Prep for Service – Sent two days before a specific service appointment.
• Service Details – Sent the day after a specific service is completed.
• Product Details – Sent the day after a specific retail product is purchased.
• Reward Point Value – Sent when a client reaches a specified reward point threshold.
• Number of Referred Clients – Sent when a client reaches a specified referral milestone.
• Post Product Purchase – Sent a specified number of weeks after a selected product purchase.

Tip: Not sure which automated campaign is right for your business? Visit Marketing: Automated Email List Descriptions to review detailed explanations of each automated marketing option before creating your campaign.

Watch the video below for a step-by-step walkthrough of creating, managing, and customizing Automated Email Marketing campaigns in Inspire.