Campaigns are in beta.
Create a campaign
- Go to Engagement > Campaigns and click Create campaign.
- On the right, enter a Name. Only administrators see it.
- In Locations, select the locations whose members can get the campaign.
- To reach nonmembers or only some people, under Audience, click Add filter, point to a filter, and check who it includes in the list that opens next to it. Without filters, every member of the selected locations gets the campaign.
- Choose the Channel: Email or Push notification.
- In the Content tab, write the email or the push notification. The Preview tab shows what members get.
- Click Save to keep the campaign as a draft. When you open a draft, every change is saved as you make it.
Choose who gets a campaign
Without filters, every member of the selected locations gets the campaign. With filters, every member and nonmember who matches at least one filter gets it:- Members and nonmembers: All members or All nonmembers of the selected locations, or both.
- Membership plans: people with the selected membership plans.
- Rental plans: people with a membership that includes the selected rental plans, personally or through their company.
- Companies: people of the selected companies.
- Event attendees: people who joined the selected events.
- Users: the selected people.
Write an email
- Enter the Subject.
- Write the Message. It takes the same formatting as a feed post, without attachments.
- Optionally, type
{in the Subject, Message, or Label, or click Insert variable in it, and choose First name, Last name, or Company.- It’s added as
{customer.name},{customer.surname}, or{customer.companyTitle}, and each recipient gets their own details in its place, or nothing when they have none. - The preview and test emails show your own name, and
{customer.companyTitle}as written.
- It’s added as
- Optionally, add a Call to action button below the message: enter its Label and the Link it opens.
Write a push notification
- Enter the Title and the Message.
- Optionally, in In-app link, paste the link to the member web portal page that opens when members tap the notification, such as an event or a shop product. Copy it from the address bar of the member web portal. Without a link, the notification opens the home page. A push notification can’t open a website outside the member app.
Send a test
In the Preview tab, click Send test email or Send test push notification to check a campaign before members get it. A dialog shows where the test goes: a test email goes to your own email address, and a test push notification goes to your devices signed in to the member app. Click the same button in the dialog to send it. Tests don’t count in the campaign’s results.Send or schedule a campaign
- In Engagement > Campaigns, open the draft.
- On the right, check the number of Recipients.
- Under When to send, choose Send now, or choose Send later and pick when to send it in Send on. The time is in the time zone of the first selected location.
- Click Send, then Send again to confirm.
Cancel a scheduled campaign
- Open the scheduled campaign and click Cancel schedule.
- Confirm your choice. The campaign goes back to drafts, where you can edit and schedule it again.
Track results
The Campaigns page shows the campaigns of the location selected in the left-side panel, newest first. Each row shows the status, the channel, the author, the audience, the number of recipients, and for emails, the Open rate and the Click rate: the share of recipients who opened the email and the share who clicked a link. To list only some campaigns, click Add filter > Status and select the statuses to show. Open a sent campaign to see how many Recipients it went to. For an email, you also see how many members it was Delivered to, how many Opened it, how many Clicked a link, how many emails Bounced, and how many were Marked as spam. Campaign emails also appear in Email activity under the Campaigns category.Understand pricing
Campaigns are free while they’re in beta, by email and by push notification.How members turn off campaigns
Members turn off Marketing in the Email or the Push section of their Account > Notifications page, so they can stop campaign emails and keep campaign push notifications, or the other way around. Clicking Unsubscribe from marketing emails in a campaign email turns off campaign emails. The owner chooses whether members start with marketing on or off in the notification preferences, or turns it off for everyone. It can’t be always on, because members can always turn it off.- In a draft, Turned off marketing shows who turned off marketing for the campaign’s channel.
- Administrators can’t turn marketing back on for a member. Only the member can.
Who can manage campaigns
- Every administrator can view the campaigns of the locations they manage.
- Administrators with the Campaigns permission can create, edit, test, schedule, cancel, and delete campaigns for the locations they manage.
FAQs
Can I send a campaign to nonmembers?
Can I send a campaign to nonmembers?
Yes. Under Audience, click Add filter > Members and nonmembers and select All nonmembers. To reach members too, also select
All members. The other filters reach the nonmembers they match as well.
Can I edit a campaign after it's scheduled?
Can I edit a campaign after it's scheduled?
No. Cancel the schedule first, edit the draft, and schedule it again.