You can use client segments to send Broadcasts to specific clients that meet the conditions you have set up!
Additionally, you can use tags alongside segments to further refine your targeting for Broadcasts.
Segments can also be used for SMS broadcasts, allowing you to target specific groups of clients for text-based communication. For more details on factors affecting SMS recipient counts, see the section below on "Why Are My SMS Recipient Numbers Lower Than Expected?"
Creating a Segment:
Go to Clients > Segments
Click "Create new segment"
Name your segment
Select the "user data"
Pricing option
Select the condition:
Is active: Clients who have active packages or subscription
Is not active: Clients who don't have any active packages or subscriptions
Is expired / canceled: Clients who have purchase history and no visits remaining or their subscription has been cancelled
Has been purchased: Clients who have ever purchased a pricing option
Never been purchased: Clients who have never purchased a pricing option
Click "Save"7. Additional segment criteria include:
Service Name: Target clients who booked a specific class (e.g., yoga or fitness class).
Opted into SMS marketing = true: Focus on clients who opted into SMS marketing.
Opted into email marketing = false: Exclude clients who opted into email marketing.
Date-based exclusions: Exclude clients who signed up for a specific class after a certain date.
Tags: Use tags to group and target specific clients.
How to use Segments in Broadcasts:
Go to Marketing > Broadcasts
Click "Create new Broadcast"
Enter the name of your Broadcast
Select whether you want to send a push notification, email, or SMS
Under "Who should receive this push notification?" scroll down to Custom Segments and select the segment that you created đ„ł
You will see all clients that fit that segment pop up in the box
From there, complete the set up your Broadcast!
Click here to see the step-by-step instructions on setting up a Broadcast
If you're interested in the Marketing Suite, please reach out to Support to help with next steps đ
Additionally, some advanced email features, such as bulk email campaigns, require upgrading from the Individual plan. If you exceed the included 10,000 emails per month, additional emails are billed at a small cost per email.
Why Are My SMS Recipient Numbers Lower Than Expected?
When sending SMS broadcasts, you may notice that the number of recipients is lower than the total number of clients opted in to SMS marketing. This discrepancy can occur due to several factors related to client data, communication preferences, and system settings. Below, we outline the key reasons and provide actionable steps to address them.
Factors Affecting SMS Recipient Counts
Opt-In Status and Communication Preferences
Clients who have opted out of marketing texts will not receive SMS broadcasts, even if they were previously opted in.
Some clients may have been added to your system (e.g., via CSV import) without explicitly opting into marketing texts. By default, their marketing SMS preference will be set to "off."
Valid Phone Numbers
Clients without a valid phone number cannot receive SMS messages. This includes missing, invalid, or improperly formatted phone numbers.
Even if a client is marked as opted in to SMS marketing, they will not be included in broadcasts if their profile lacks a phone number.
Segment Filters and Eligibility Criteria
SMS broadcasts often target specific client segments, such as active clients or those with certain tags. Clients who do not meet the selected segment criteria will be excluded from the recipient list.
The recipient list is finalized at the time the broadcast is sent. Clients who meet the segment conditions after the broadcast is scheduled will not be included.
System Synchronization and Updates
Changes to opt-in settings or client profiles may take time to sync across the system. If updates are made shortly before a broadcast, they may not be reflected in the recipient list.
Troubleshooting and Best Practices
To ensure accurate SMS recipient counts and maximize the reach of your broadcasts, follow these best practices:
Review Opt-In Status
Regularly check client opt-in preferences and ensure explicit consent is collected where necessary.
Validate Phone Numbers
Audit client profiles to confirm that phone numbers are valid and properly formatted. Correct any errors or omissions.
Verify Segment Criteria
Double-check the segment filters applied to your broadcast to ensure they align with your intended audience.
Allow Time for System Updates
After making changes to client profiles or opt-in settings, wait for the system to sync before scheduling your broadcast. By understanding these factors and implementing these best practices, you can improve the accuracy of your SMS broadcasts and ensure that your messages reach the intended audience.