1st Step: Create the promotion
You can create your promotion in Products >> Promotions
2nd Step: Create a smartlist gathering the members to whom the promotion will be addressed
Go to Marketing >> Smartlists then click on Add a Smartlist
You will now be able to apply filters to your smartlist depending on how you want to target the members who will benefit from the promotion
Let's take the example where you want to communicate your promotion only to members who have booked a session of a specific course (ex: Capoiera)
Alternatively, you can target members based on birthdays by adding a filter for members with an upcoming birthday.
Add a filter Bookings >> Number of bookings
By specifying Booked more than (⩾) 1 session(s) and checking the Capoiera activity >> only members who have booked at least one session of this activity will be targeted by the smartlist
In this example, we target members who have booked a certain activity
However, as you can see on the screenshot, it is possible to do the same for a specific teacher or an establishment or a pass...
3rd Step: Associate an automatic messaging rule to the smartlist
In order for an email, including the promotional code, to be automatically sent to all the members of this smartlist, you must now add an entry automatic messaging rule to the smartlist
In the meantime, in Marketing >> Emails >> Add a template you will have to create an email template with the promotional code you want to communicate to this group of members
Then you will be able to add the email template that you created previously
Don't forget to click on Confirm to save the automatic sending rule
Limitations
The system does not currently support sending unique promo codes for use at a store or online. In such cases, you can create a single code and send it to all clients instead.
Well done! 👏🏻



