Create an email
Click on "Create Broadcast"
Add in the following fields
Name of email campaign: This is how you can search for the campaign once created later
Send to: Define the segment of customers to send this email
Subject line: The subject of your email
Sender name: The name of who the email will come from in the heading of the email
Sender address: The email address that the email and reply to will be sent to.
Open the message drawer and select either a plain text, drag and drop or HTML format
Schedule or send your email!
Don't see a segment you're looking for? Submit a segment idea via live chat or via the? at the bottom left hand corner of your screen 😊
Segment Types
Segment Name | Definition |
All customers | All customers in your data base who are opted into to email marketing. |
Leads | Customers who have never purchased a membership. |
Intro offer | All customers with an active introductory offer. |
Bought membership in past 7 days | All customers who have purchased a membership within the past 7 days. |
Member | All current members including trial customers. |
Active member | All current members not including trial customers. |
Retention | All members who have not booked a class in the past 30 days. |
How to sent a test email
Select send a test email
Select the emails to send the test email separated by a comma
Click "Send Email"
How to schedule an email broadcast
Select schedule
Choose date and time to send the email broadcast
Save email
Click "Save"
You can edit or unschedule the email once saved.
How to save a draft email
While building out your broadcast you can save it at any time by selecting on "Save Campaign" in the upper right hand corner.
How to edit or duplicate a broadcast
You can search and filter your campaigns in the "Marketing Broadcasts" tab of the dashboard. Hover over actions to edit or duplicate a campaign.
Duplicating a broadcast is a great way to re-use a prior email template.
