Smart Campaigns

PocketSuite allows you to put your SMS text marketing on autopilot with Smart Campaigns. You can send messages to targeted groups of clients quickly and auto-magically. This feature makes it possible to send general announcements to all clients (such as a sale or location moving notice), share specific instructions with clients before or after a session, wish a client happy birthday, follow up on a missed call, entice clients who haven't booked you in a while to come back, and much, much more!

Smart Campaigns are a game-changer for growing your business, and it only takes a few minutes to launch your first campaign. For example, in the time it takes to set up a Summer sales campaign, you can grow your income by 25% this quarter by reengaging clients who haven't booked you in a while.

To get started, be sure the feature is on in Settings > Features > Smart campaigns > Save.

In this article:

 

Create a smart campaign

To get started, go to your home dashboard, scroll down, and tap Smart Campaigns

This is your Smart Campaign dashboard. Here, you can find a list of all your active and past campaigns, top up your credit balance, and create new campaigns. To create a campaign, tap the plus sign (+) at the top of the screen. 

 

You can choose from over a dozen types of campaigns to run. Each campaign segments your clients into a group. Tap your preferred campaign. 

Pro tip: Use the “Make an Announcement” campaign to send a message to all of your clients.

 

Next, add a campaign label and your campaign message. Each smart campaign comes with a customizable template that you can edit to fit your branding. You can find more recommended sms message templates below. 

 

Tap Promotion if you want to give your recipients a special discount on all or just one specific service or product. Select the item included in the promotion or no item at all if you’d like the discount to apply to all of your services and products, add the discount amount, and tap Done.

 

Here, you can also decide when your campaign will be triggered. Tap the number sign (#). Select your time frame and tap the back button.

Note: The available time frames depend on the type of campaign. For example, you can send a “Reach out to past clients” campaign anywhere from seven days to one year since their last purchase. You can also choose to Send immediately for some campaign types. 

 

Tap Preview to see how the text will appear to clients. 

Tap Save, and choose whether to launch your campaign right away or save it to edit later.

And you’re all set! Your campaign will be sent out when clients trigger the campaign event, e.g., by booking an appointment or placing an online order. The campaign sends twenty-five messages every half hour until you run out of credits or all the clients in your target audience have been contacted. Use your Smart Campaign Dashboard to track the results of your campaign. 

Important: You get ten free Smart Campaign credits when you sign up for PocketSuite. Each credit sends one campaign message to one client. To add more credits, go to your Smart Campaign dashboard and tap on your credit balance. Here, you can set your credit budget and add a payment method. Smart Campaign credits are 10 cents each.

 

Text Message Templates

Do you need some ideas to get your automated text marketing campaigns off the ground? Try these popular message templates that deliver amazing returns on investment in the form of increased income, new client referrals, and long-term client relationships. You’ll learn how to:

 

MAKE AN ANNOUNCEMENT

Here are some recommended SMS message templates that you can copy and paste to send to all or a targeted group of your clients for a special season or a great reason!

  1. {firstname}

    Happy Easter to you! We hope this day fills you with immense joy, love, and the promise of fresh starts. May you spend this festive time with those you hold dear. Wishing you a splendid Easter holiday!

    Warm regards,

    Kim and the team

  2. Hello {firstname}, how’s everything going? Summer is here! I’m hoping you’ve got some thrilling plans lined up, whether it’s for an exciting getaway or just a spot to cool off.

    I’ll be around all season, so if there’s anything you need, feel free to schedule an appointment: {checkout_link} or reach out to me via call or text at this number: {me.sms}.

    Cheers!

    Kim

 

RESPOND TO MISSED CALLS OR TEXT

End the game of phone tag by sending these SMS message templates to clients when you miss their calls or texts.

  1. {firstname}, sorry we missed your call! We’re either away from the office or serving a client. Shoot us a text at {me.sms} to let us know how we can assist you, and we’ll get back to you as soon as possible. If you want to book an appointment, check out our booking site for a list of available services: {checkout_link}.

  2. We’re sorry we missed your call. How can we help?

    Kim

  3. Hi {firstname}, you have reached {me}. We’re working with a client and can’t respond at the moment. Rest assured, we’ll get back to you within 24 hours. If you are interested in booking an appointment, please visit my site at {checkout_link}.Thanks so much!

    Kim

 

WELCOME NEW CLIENT

Here are some SMS message templates that are so good you'll want to copy and paste them to welcome new clients.

  1. Hello {firstname}! It’s {me}

    Exciting news! We have a fantastic app that streamlines all our scheduling and communication needs. It’s a breeze to monitor our journey together! Download it now at https://pocketsuite.io/download/app.

    If you prefer not to, no worries at all! You can make direct bookings here: {checkout_link}. If you have any questions, feel free to shoot us a text or give us a call at {me.sms}.

    Also, don’t miss out on our social media content for an extra dose of magic! It’s filled with incredible tools to help elevate your skills. Become a part of our unique community and ascend to the apex of our field!

    Looking forward to welcoming you,

    Kim from {me.company}

  2. Welcome aboard, {firstname}! I can’t wait for your upcoming appointment! You can text me right here when you arrive at our location, and I’ll greet you at the time of your session. Remember, if you have any questions, feel free to shoot us a text or give us a call at {me.sms}.

 

SEND LEAD FORM FOLLOW-UP

Copy and paste these SMS templates if you want prospective clients to think they've hit the 'reply jackpot' after filling out your lead form.

  1. Hi {firstname}, this is Kim with {me.company}!  Thanks for reaching out! You took the first step in your journey, and that’s huge! Rest assured, we’re here to support you every step of the way. Please let us know what services you’re interested in or other ways we can assist you. Don’t hesitate to give us a call at {me.sms} or reply to this text.

    Are you ready to start? Awesome! I’ve linked my booking site below. Tap the link below to schedule and get 10% off of your first appointment if you book within the next 3 days: {checkout_link}

    Looking forward to working with you.

    Kim

  2. Hi {firstname}, Welcome to {me.company}!  We are excited to work with you. Let's connect and discuss your goals, as well as share more about how we can support you. Feel free to call us at {me.sms}, and we’ll get the ball rolling.

    I’ve also included my booking site if you are ready to start. All you have to do is tap the link below to schedule and get 10% off of your first appointment if you book within the next 3 days: {checkout_link}

    Looking forward to working with you.

    Kim

WISH HAPPY BIRTHDAY OR SEND AN ANNIVERSARY REMINDER

Here are some SMS templates to copy and paste for your client's special day. Plus, you can add a discount to spread cheer like confetti! 

  1. {firstname}, Happy Birthday! Hoping this year is good for you! Here’s a special treat for your special day, tap the link below to book your next session and claim your birthday treat {checkout_link}.

  2. {firstname}, Wishing you a joyous Birthday! As a gift from us, enjoy $10 off any service or package you choose to book on your birthday. Just click the link below to schedule your next session and claim your birthday discount {checkout_link}. Plus, you’re welcome to upgrade your session with a complimentary service. Don’t forget to mention that it’s your birthday! Ready to book

    {me.widget}

  3. {firstname}, Happy Anniversary! We can’t believe it’s been one year with you! Here’s a special treat for your special day, tap the link below to book your next session and claim your anniversary treat {checkout_link}.

 

REACH OUT TO PAST CLIENT

Here are a few recommended message templates that you can use as bait to reel in your past clients.

  1. Hello {firstname}, it’s Kim here. I hope you’re doing awesome! Can you believe it’s already been {days_since_last_appointment} days since our last appointment? Time flies! I hope everything is going smoothly for you.

    Please remember I’m here to help in any way I can, so don’t hesitate to get in touch. Just click the link below to grab your discount and secure your next appointment: {checkout_link}

    If you need help, just shoot me a text or give me a call at {me.sms}.

    Take care!

    Kim

  2. {firstname}, It’s been a while since your last session. Take advantage of a $10 discount on your next session if you book within the next 24 hours. Psst! Why not enhance your experience with an additional service during your next visit? Also, remember that these services makes the best gift for Birthdays and holidays.

    Click the link below to book now: {checkout_link}.

    If you have any questions or need to get in touch, text or call me at {me.sms}. Your feedback is always welcome at {me.company}.

    Looking forward to seeing you soon!

    Kim

 

CONVERT TO PAYING CLIENTS

Here are some recommended SMS message templates that you can copy and paste to turn leads into paying customers!

  1. Hi {firstname}, thanks for reaching out. I hope we answered all of your questions.

    This app allows you to book, pay, & text me! Enjoy a 10% discount on your first booking if you schedule directly from the app within the next 3 days.

    Tap on the link below to access: {checkout_link}. You may text or call at {me.sms} if you still have questions. We’re happy to walk you through our special offers.

    Cheers!

    Kim

  2. Hello {firstname},

    It’s great to have you join us at {me.company}! We’re excited to offer you an exclusive 5% discount on our {checkout_link}  to celebrate your arrival. Act fast, though – this offer is only valid for bookings made in the next 3 days!

    Don’t miss out on this chance to get the ball rolling on your goals. Simply click the link below to claim your offer: {checkout_link}

    If you need help or have any questions, feel free to send a text or give us a call at {me.sms}.

    We’re here for you.

    Kim

  3. Hey {firstname}, I am glad that you reached out to us! We are the top-rated service provider in the State. I use this app for my clients to book, pay, & text me! Enjoy a 10% discount on your next booking. Tap on the link below to access: {checkout_link}. Text or call me at {me.sms}

    Hope to see you soon.

    Kim

 

COLLECT OVERDUE PAYMENT

Copy and paste these message templates into your campaign to watch your late payments come flying in. 

  1. {firstname}, thank you for being a valued client. We are closing our books for the month. We need to close all open invoices. Tap the link below to pay {overdue_link}. Any questions? Feel free to text or call me at {me.sms}.

  2. Hi {firstname}, This is a friendly reminder that you have an unpaid invoice for {me.company}. We have a handy link so you can get that sorted quickly: {overdue_link}. Reach out at {me.sms} if you have any questions!

 

SEND AFTER APPOINTMENT

These message templates will have clients looking forward to their next session. Copy and paste them into your campaign, and clients will get them after their appointment.

  1. {firstname}, we’re glad you visited us recently! Secure your next appointment within the next 24 hours and enjoy a 10% discount {checkout_link}. Also, we’re excited to announce that we now provide financing options! Apply today to begin!

  2. {firstname}, we were delighted to meet you. We had a great experience during your recent visit and we are excited for your next session. Haven’t rebooked yet? No worries! If you schedule your next visit within the next 24 hours, you’ll receive a discount of 10%. Simply click on the link below to proceed: {checkout_link}. Feel free to text or call me at {me.sms} if you need any assistance or have questions. Best wishes!

  3. Hello {firstname}, Kim here! I hope you had a pleasant experience during your recent visit. It was a pleasure meeting you. Please remember that I’m here to support you in any way I can. For your convenience, you can schedule your next appointment by clicking on the following link: {checkout_link}. Additionally, feel free to text or call me at {me.sms}.

    I’m looking forward to seeing you again. Have a wonderful day!

  4. {firstname}, we hope you thoroughly enjoyed your last session with us. Remember to take care of yourself post-appointment. Please consider scheduling a follow-up visit in the next few weeks.

    For your next session, why not enhance your experience with one of our special treatments? If you decide to make a purchase within the next 24 hours, you’ll receive a $10 discount.

    To book, tap the link: {checkout_link}. If you have any questions or need further assistance, don’t hesitate to text or call me at {me.sms}. Wishing you a wonderful day.

 

SEND PREP FOR APPOINTMENT

Copy and paste these recommended messages to get your client's appointment ready. 

  1. {firstname}, We’re excited about our upcoming appointment with you. To help us serve you better, please prep the area before our arrival.

    Additionally, make sure to leave any special instructions. These small steps help us work faster and more efficiently.

    Do you have any other requests? Feel free to send me a text. Please remember that our team does not handle payments or discuss pricing, but I’m here to address any questions or concerns you might have.

    Kim

  2. {firstname}, we’re buzzing for your next appointment! To ensure everything goes smoothly, please see the additional details below:

    Our location is {location}. We recommend wearing comfortable clothes and bringing a list of any allergies you might have. Please aim to arrive 15 minutes early. This will give us a chance to discuss the reasons for your visit and the specific areas you’d like to focus on.

    Should you have any questions before we meet, don’t hesitate to reach out via text or call at {me.sms}. {checkout_link}. 

Kim

 

RENEW PACKAGES

Here are some recommended messages to use when it's time for clients to renew packages.

  1. {firstname}, Oh no! Looks like your package has expired. We had the best time working with you, and we’re ready to continue when you are! To buy a new one, tap the link below & purchase it {checkout_link}.

  2. {firstname}, We’re loving working with you and hope you feel the same!  Just a heads up - your package will expire in {days}. Act fast if you want to continue hitting your goals! To buy a new one, tap the link below & purchase it {checkout_link}.

PURCHASE OR COMPLETED ORDER FOLLOW-UP

Copy and paste these messages to send to clients as a personal touch after they’ve shopped till they dropped from your online store!

  1. {firstname}, thanks for your order! Click here to download your digital course: Insert shareable link to digital item. Text me at {me.sms} for any problems accessing your purchase. Enjoy!

  2. {firstname}, your order was just fulfilled! Tap on the link below to view pickup or tracking information for your order: {order_link}. To track the status of your shipment, please use this tracking code {tracking_code}. If you have any questions, text or call me at {me.sms}

 

COMPLETED FORM OR SIGNED DOCUMENT FOLLOW-UP

Use these recommended message templates for your campaigns to let clients know their forms and contracts are signed, sealed, and delivered!

  1. {firstname}, thank you for completing our form. This information helps us provide A+ service. You can grab a copy of the completed form here: {form_link}. We look forward to working with you!

  2. {firstname}, thank you for signing the contract. Now you’re all set for our session. You can view and print a signed copy of the agreement here: {contract_link}. We look forward to working with you.

 

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