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How to Create and Send Email & SMS Campaigns with Appointments Marketing Suite

Design, automate, and track personalized email and SMS campaigns to reach your audience at scale with built-in analytics, AI content generation, and powerful multi-step automation.

Written by Sabrina Herrera

📝 Overview

Reach your audience at scale with personalized email and SMS campaigns. The Suite lets you design campaigns, segment your audience, automate sends, and track results, all without leaving the platform.

📍 Where to Create Campaigns

Log in and go to Campaigns to view and create your campaigns.

Campaign Types

The Suite supports several campaign types:

  • Welcome Campaigns — Greet new subscribers or customers

  • Promotional Campaigns — Announce a sale, discount, or offer

  • Product Launch Campaigns — Introduce a new service

  • Event-Triggered Campaigns — Send automatically when something happens (e.g., form submission, appointment booked)

  • Multi-Step Campaigns — Automated sequences that send multiple messages over time

📝 Creating a Campaign

Follow this step-by-step guide to build, personalize, and launch your first campaign in minutes.

Step 1: Choose Your Channel

  1. Go to Campaigns.

  2. Click Create Campaign.

  3. Select Email or SMS.

Step 2: Pick Your Audience

  1. Select the List you want to send to (e.g., "Hot Leads," "Newsletter Subscribers").

  2. Review the list size to confirm you're targeting the right audience.

💡 Pro Tip: Use the smart lists you built in Managing Contacts and Lists to segment precisely.

Step 3: Write Your Message

For Email:

  • Subject line — Make it compelling; preview it in the draft

  • Body — Write your email, or use the AI Content Generator to create it from a prompt

  • Personalization — Insert dynamic fields like {{first_name}}, {{company}}, {{last_contact_date}} so each email feels personal

  • Call-to-action — Add buttons or links to drive clicks

For SMS:

  • Message text — Keep it concise (160 characters fits in one SMS)

  • Personalization — Use dynamic fields to address recipients by name

  • Link — Include a shortened link if you want to drive clicks

Using AI to Generate Email Content:

  1. In the email body, click AI Content Generator.

  2. Describe what you want (e.g., "Write a friendly email announcing our spring special, emphasizing 20% off services").

  3. Adjust Tone (friendly, professional, casual) and Length (short, medium, long).

  4. Click Generate.

  5. Review the AI-generated text and refine if needed.

🧠 Example: Prompt: "Create a re-engagement email for customers who haven't visited in 90 days, offering a 15% welcome-back discount." AI generates personalized, professional copy in seconds.

Step 4: Set Send Timing

  • Send Now — Deploy immediately

  • Schedule — Choose a date and time

  • Trigger — Auto-send when a condition is met (e.g., when a contact is added to a list, or after a form submission)

Step 5: Preview & Send

  1. Click Preview to see how your email or SMS looks.

  2. Send a test message to yourself.

  3. Once satisfied, click Send or Schedule.

📊 Multi-Step Campaigns & Automation

Build customer journeys with multi-step campaigns. For example:

  • Day 1: Send welcome email

  • Day 3: Send a "Getting Started" tip

  • Day 7: Send a special offer

  • Day 14: Re-engage with feedback survey

To create a multi-step campaign:

  1. Go to Campaigns > Create Campaign.

  2. Click Create Multi-Step Campaign.

  3. Add your first email or SMS.

  4. Set a Wait time (e.g., wait 3 days).

  5. Add your next message.

  6. Repeat as needed.

  7. Click Activate when ready. The platform will send each step automatically at the right time.

📈 Tracking Results & Analytics

Monitor your campaign's performance with detailed metrics that show you what's working and where to optimize.

Once your campaign is live, the platform tracks:

  • Sent — Total messages delivered

  • Opened — How many recipients opened your email

  • Clicked — How many clicked a link

  • Conversions — Visits to your website or appointments booked from the campaign

  • ROI — Revenue attributed to the campaign (if connected)

View campaign performance in:

  1. Campaigns > Click on your campaign name

  2. Scroll to Performance or Analytics

  3. Drill into Open Rate, Click Rate, Conversion Rate

💡 Email Limits

Each organization can send up to 10,000 emails per month. SMS volume depends on your subscription.

🧠 Campaign Tips

Master the best practices that drive higher engagement, better results, and stronger customer relationships.

  • Test first — Send a small test batch before rolling out to your full list

  • Personalize — Use recipient data to make each message feel personal, not generic

  • Clear CTA — Always include a clear call-to-action (book an appointment, visit a page, reply)

  • Mobile-friendly — Most emails are read on mobile; keep layouts simple

  • Timing matters — Tuesday–Thursday mornings often perform well; test different times for your audience

  • Respect opt-outs — Contacts who unsubscribe are automatically removed from future sends

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