Creating Email Campaigns

Send branded marketing emails to your customers — promote services, announce offers, share news, and re-engage lapsed clients with targeted email campaigns that track opens, clicks, and conversions.

Where to find it — Web: Sidebar → Engage → Campaigns → "Create Campaign". Mobile: More → Engage → Campaigns → "Create Campaign".

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Overview

Email campaigns let you:

• Send bulk marketing emails to targeted customer segments
• Choose from preset audiences (all customers, recent, inactive, VIP, high spenders) or build a custom audience with advanced filters
• Use AI to generate a complete email — subject line, preview text, and body — tailored to your audience and campaign goal
• Preview your email in desktop and mobile views before sending
• Send a test email to yourself before sending to your audience
• Schedule campaigns for a future date and time, with AI-recommended optimal send times
• Track delivery, open rates, click rates, bounces, and unsubscribes per recipient
• Pause and resume campaigns if your allocation runs out mid-send

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Creating an email campaign

On web

1. Go to Engage → Campaigns in the sidebar.
2. Click "Create Campaign".
3. Select the Email tab at the top of the composer.

Name your campaign

4. Enter a Campaign name — this is internal only; customers do not see it. Maximum 100 characters. Placeholder: "e.g. Valentine's Day Promo".

Choose your audience

5. Select an audience from the preset options:

Audience	Who it includes
All customers	Every customer with a valid email address
Recent (30 days)	Customers who visited in the last 30 days
Inactive (60+ days)	Customers who have not visited in 60 or more days
VIP customers	Customers flagged as VIP
High spenders	Customers who have spent $500 or more (total)
Custom filters	Build your own audience with up to 5 combined filters

6. The audience count updates automatically: "Sending to [count] customers". Customers without a valid email address, with hard-bounced emails, who are blocked, or who have previously unsubscribed are automatically excluded.

Custom filters let you combine up to 5 conditions:

Filter field	Operators	Example
Last visit	After, Before	Last visit after 1 Jan 2026
Total spend ($)	Greater than, Less than	Total spend greater than $200
Visit count	Greater than, Less than, Equals	Visit count greater than 5

Compose your email

7. Enter a Subject line (required, max 200 characters). Placeholder: "e.g. Something special for you".
8. Optionally enter Preview text (max 150 characters) — this is the snippet shown in email inboxes next to the subject. Placeholder: "Shown in inbox preview".
9. Write your email body in the rich text editor. You can format text with bold, italic, lists, and links. Placeholder: "Write your campaign email...".

Use AI to write your email (optional)

10. Click "Write with AI" in the email composer header.
11. Enter your campaign goal (e.g. "Drive bookings for our new colour service").
12. The AI generates a complete email with subject line, preview text, and body content, shown in a three-step progress view:
    • "Analysing audience" — considers your audience segment
    • "Drafting copy" — writes the content
    • "Polishing tone" — applies your brand voice
13. Review and edit the generated content, or regenerate for a different version.

The AI generates audience-aware content: recent customers receive loyalty-focused messaging, inactive customers receive win-back copy, VIP customers receive exclusive offers, and high spenders receive premium-positioned content.

Preview your email

14. Use the preview panel on the right side of the composer to see how your email will look.
15. Toggle between Desktop and Mobile views to check the layout at different screen sizes.

The preview shows the complete email as your customers will receive it: your venue name in the header, a personalised greeting ("Hi [customer name],"), your campaign content, a "Book Now" button linking to your booking page, and a footer with your venue details and an unsubscribe link.

Choose when to send

16. Select "Send now" to send immediately, or "Schedule for later" to pick a date and time.
17. If scheduling, select the date and time. The time must be in the future.
18. A suggested send time may appear based on your past campaign performance (e.g. "Suggested: Tuesday–Thursday, 10 AM–12 PM"). With 3 or more previous campaigns, the suggestion is personalised based on your best open-rate hours.

Review and send

19. Click "Send Campaign" (or "Schedule").
20. A Review & Send dialog appears showing:
    • Campaign name and channel
    • Subject line preview
    • Audience count with sample customer names
    • A frequency warning if any contacts received a campaign in the last 7 days
    • The note: "This action cannot be undone."
21. Click "Send to [count] contacts" to confirm.

On mobile

1. Go to More → Engage → Campaigns.
2. Tap "Create Campaign".
3. Select Email as the channel.
4. Enter a Campaign name.
5. Choose an audience from the preset options.
6. Enter a Subject and write your email body.
7. Optionally tap "Write with AI" to generate content.
8. Toggle "Schedule for later" if you want to delay the send.
9. Tap "Send" (or "Schedule").
10. Review the confirmation and tap "Send Now" to confirm.

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Sending a test email

1. Click "Send Test" (web) or tap "Send a test first" (mobile).
2. Enter your email address.
3. Click "Send Test Email".
4. A test email arrives in your inbox with the subject prefixed [TEST] and the customer name replaced with "Test Customer".

Test emails do not use your campaign email allocation and do not create recipient tracking records.

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What your customers receive

Each campaign email includes:

Section	Content
Header	Your venue logo (if set) or venue name on a branded background
Greeting	"Hi [customer name]," — personalised per recipient
Body	Your campaign content (formatted text, links, lists)
Call to action	A "Book Now" button linking to your booking page (with campaign tracking)
Footer	"You're receiving this because you're a customer of [venue name]", venue address, and an unsubscribe link

The unsubscribe link is secure and token-based. When a customer clicks it, they are immediately unsubscribed from future marketing emails. This is tracked in the campaign metrics.

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Email allocation and costs

Your subscription includes a monthly email campaign allocation:

Who	Monthly allocation
Engage subscribers (AU/UK)	2,000 campaign emails
PRO venues (NZ)	2,000 campaign emails

When you exceed your monthly allocation, additional sends are charged from your wallet:

Country	Overage rate
Australia	A$0.002 per email (0.2 cents)
United Kingdom	£0.001 per email (0.1 pence)
New Zealand	NZ$0.003 per email (0.3 cents)

At 80% allocation usage, an in-app notification warns you that you are approaching your limit.

If your wallet balance runs out mid-send, the campaign is paused with remaining recipients still queued. Top up your wallet, then resume the campaign.

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Campaign analytics

After a campaign is sent, the detail page shows delivery and engagement metrics:

Metric	What it shows
Sent	Total emails sent
Delivered	Emails confirmed received by the recipient's email provider
Opened	Recipients who opened the email (count and percentage)
Clicked	Recipients who clicked a link in the email (count and percentage)
Bounced	Emails that could not be delivered (count and percentage)
Unsubscribed	Recipients who clicked the unsubscribe link

The Recipients table below the metrics shows every individual recipient with their name, email, delivery status, and timestamps for when they opened or clicked.

Hard-bounced email addresses are automatically suppressed from future campaigns — you do not need to remove them manually.

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Campaign statuses

Status	Meaning
Draft	Campaign saved but not sent. Can be edited freely.
Scheduled	Campaign set to send at a future date and time. Can still be edited or cancelled.
Sending	Campaign is actively being delivered to recipients.
Sent	All recipients have been processed. Terminal state.
Failed	Campaign send failed. Terminal state.
Paused	Campaign stopped mid-send (allocation exhausted and wallet empty). Can be resumed.
Archived	Campaign was soft-deleted from the active list.

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Duplicating a campaign

To reuse a campaign's content and audience settings:

1. From the campaign list, click the actions menu (three dots) and select "Duplicate".
2. A new draft is created with the name appended (Copy), preserving the subject, body, and audience settings.
3. Edit the copy as needed and send.

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Role access

Action	Owner	Manager	Stylist
View campaigns and metrics	Yes	Yes	Yes
Create and edit campaigns	Yes	Yes	No
Send and schedule campaigns	Yes	Yes	No
Send test emails	Yes	Yes	No
Duplicate campaigns	Yes	Yes	No
Archive campaigns	Yes	Yes	No

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Platform differences

Feature	Web	Mobile
Navigation	Sidebar → Engage → Campaigns	More → Engage → Campaigns segment
Channel options	Email, SMS, Both	Email, SMS (no combined option)
Rich text editor	Full WYSIWYG editor with formatting toolbar	Basic text editor
Email preview	Desktop/mobile toggle with browser chrome mockup	Not available
AI email generation	"Write with AI" with 3-step progress view	"Write with AI" button
Custom audience filters	Up to 5 filters with field/operator/value	Not available
Send time recommendation	Shown in schedule card with lightbulb icon	Shown below schedule toggle
Campaign metrics	6 metric cards + recipient table	3–4 stat cards, no recipient table
Resume paused campaign	Available via actions menu	Not available
Keyboard shortcuts	None	Cmd+S (save), Cmd+Enter (send) on iPad

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Troubleshooting

Issue	Solution
Campaign composer shows an upgrade prompt	Email campaigns require a PRO subscription. In Australia and the United Kingdom, you also need the Engage add-on. In New Zealand, PRO is sufficient. Upgrade your plan to access campaign features.
"No eligible customers for this audience"	None of the customers in your selected audience have a valid email address, or all have been suppressed (bounced, unsubscribed, or blocked). Check your customer records.
Campaign shows "Paused" status	Your campaign ran out of email allocation and your wallet balance was zero. Top up your wallet under Settings → Billing, then use "Resume Sending" from the campaign actions menu (web only).
Test email not arriving	Check your spam or junk folder — test emails have [TEST] in the subject. Verify the email address you entered is correct. If using a corporate email, your company's email filters may block marketing-style messages.
Low open rate on a sent campaign	Check your subject line — short, specific subjects (5–10 words) perform best. Avoid spam trigger words like "FREE", "ACT NOW", or excessive punctuation. Use the AI writer to generate engaging subject lines. Consider your send timing — the suggested send time feature recommends optimal hours based on your audience behaviour.
Customer says they did not receive the email	Check the recipient table on the campaign detail page. If the status shows "Bounced", the customer's email address may be invalid or their email provider rejected the message. The customer should check their spam folder or provide a different email address.
AI-generated email not appearing	AI email generation requires Spark credits. If your wallet balance is too low, the generation may fail. A generic fallback email is used instead. Top up your wallet to restore AI features.
Unsubscribe rate seems high	Review your sending frequency — if contacts have received multiple campaigns in a short period, they may be opting out due to fatigue. The frequency warning in the review dialog helps you spot this before sending.
Cannot access email campaigns in New Zealand	NZ venues need a PRO subscription — no Engage add-on is required for email campaigns. If you are on the FREE plan, upgrade to PRO. Note that SMS campaigns are not available in New Zealand.

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Related Articles

• Engage
• Creating SMS Campaigns
• Automated Notifications
• Segments & Retention
• Writing Campaign Messages with AI

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Last updated: March 2026