Email and SMS campaigns
Prepare an email or SMS campaign for the audience you choose. Keep each channel’s message, sender and schedule clear.
Plan relevant messages in one place
In Managed: Campaign builder
Marketing that brings clients back
Bring email and SMS campaigns, newsletter lists and customer segments together in Managed. Start from an email template or create a custom design, then review your audience, message and sending time.
Manual campaigns and manual client lists are included with Free. Customer segmentation, automations and AI require Starter or Growth. Email and SMS sending uses communication credits.
See email and SMS marketing in 60 seconds.
No sound required
Build newsletter audiences and advanced customer segments, choose an email template, create a branded design and schedule a separate SMS campaign in Managed.
Read the video summary
- 00:00
Manage a newsletter audience
Emma opens Cosmetic Clinic’s Newsletter list, with 40 members and recognisable client details ready to review.
- 00:08
Build an advanced customer segment
Emma combines a payment amount above £100 with a completed appointment, previews 24 matching clients and saves the Returning clients segment.
- 00:17
Start from an email template
Choose New Arrivals from the available templates, use a saved design or begin with a blank email.
- 00:25
Create a branded email design
Emma edits October Clinic News for the Newsletter audience. The layout and wording are made to fit the clinic, then the email campaign is saved as a draft.
- 00:34
Prepare a separate SMS campaign
October clinic update uses the Returning clients segment. Emma writes a concise message, checks the mobile preview and keeps the clinic’s booking link ready.
- 00:43
Review and confirm the schedule
Review the SMS campaign and its 24 selected recipients, then confirm Wednesday 21 October 2026 at 10:00. Scheduling follows the explicit confirmation.
- 00:52
Keep the campaign states clear
The SMS campaign is Scheduled and the email newsletter remains a saved Draft. Follow each campaign from the workspace and prepare the next message.
Send a message that fits the client
Keep audiences, designs and campaign activity together from first draft to scheduled send.
Newsletter lists and customer segments
Give each campaign a relevant audience. Build manual lists or preview groups using appointment and payment rules.
Choose who the message is for
In Managed: Client lists and segment builder
Templates and custom email designs
Start with an available email template or a blank email. Adjust the layout, images, wording and styling, then save designs for later campaigns.
Make the email fit your brand
In Managed: Visual email editor and saved templates
Review and schedule
Check the selected audience, final message and communication credits before confirming the campaign. Choose its sending time and follow its status.
Check the details before the send
In Managed: Campaign review and scheduling
Review requests
Prepare a review request after a client’s visit. Check the message and keep your team ready to handle replies.
Make feedback easy to ask for
In Managed: Post-visit messages
Campaign activity
Follow campaign status and available sending results. Use the details to plan your next audience, message and schedule.
Keep the next campaign informed
In Managed: Campaign reporting
From newsletter audience to scheduled campaign
1
Choose a list or segment
Select a newsletter or client list. Use supported rules and preview matching customers when building an advanced segment. Check which contacts may receive the chosen channel.
2
Build the message
Choose an email template or create a custom layout. For SMS, write a concise message and check its preview and booking or enquiry link.
3
Review and schedule
Review the campaign, selected recipients and communication credits. Confirm the sending time, then follow the scheduled campaign’s status. Keep your team ready for replies.
Make every campaign look like your business
Bring the clinic’s own images, updates and branding into a design the team can use again.
Start with a template or a blank email
Choose an available design, then edit the layout, images, wording and styling for your campaign.
Keep a design ready for next time
Save a reusable email template for another clinic update, and choose the audience and schedule for each campaign.
Prepare Cosmetic Clinic’s October newsletter
Emma prepares a clinic update for the newsletter audience, using a reusable email design and a clear sending schedule.
1
Choose the newsletter audience
Select the Newsletter list and review its members. Check contact preferences and opt-outs before scheduling.
2
Make the design fit the clinic
Choose a template, update the clinic’s branding and write the October news. Save the reusable design for another campaign.
3
Confirm the campaign schedule
Check the subject, message, selected audience and communication credits. Confirm when the email should be sent.
Manual campaigns and manual client lists start on Free. Advanced customer segmentation and AI require Starter or Growth. Sending uses communication credits.
Start using client marketing
Create your Free workspace
Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
£0 subscription
Start manual campaigns on Free
Manual campaigns and manual client lists start on Free. Starter and Growth add customer segmentation, automations and AI. Sending uses your communication credits; check allowances and top-up costs before a send.
Included with Free
Questions about client marketing
Write the message your clients have a reason to read
Bring the audience, design and sending schedule together for your next campaign.