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Create a marketing campaign

Design and launch targeted marketing campaigns to reach your clients. Campaigns let you send the right message to the right audience to drive bookings and sales.

April 2026MonTueWedThuFriSat10:00Mary S.J$80Save

Start a new campaign

  1. From the main menu on the left of your screen, go to Marketing.
  2. Select Campaigns from the left panel.
  3. Click Create campaign in the top right.
  4. Choose the campaign type — Email, SMS, or Both.
Email is best for longer messages with images and links. SMS is best for short, time-sensitive offers.

Design your campaign

  1. Choose a template or start from a blank canvas.
  2. Add a clear subject line (for email) or short message (for SMS).
  3. Edit the body content — add images, your business logo, and a call to action.
  4. Preview the campaign in both desktop and mobile views.

Schedule and launch

  1. Select the audience — all clients, a segment, or a custom list.
  2. Choose to send now or schedule for a future date and time.
  3. Review the summary and click Launch campaign.

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