Target clients with Blast campaigns
Learn how to target the right clients at the right time when sending a Blast campaign. Use audience filters and Custom client segments to maximize campaign performance.
About targeting your clients
When setting up a Blast campaign, target specific groups of clients based on their relationship with your business to ensure your campaign reaches the clients most likely to engage with it. Choose between:
- Standard client groups: Pre-defined audiences based on common client attributes and behaviours. For example, highlight premium services to high-spending clients.
- Custom client segments: Create your own audience using criteria most relevant to you, allowing you to target clients based on your own combination of conditions. For example, clients who have purchased a particular service but not returned in the last 3 months.
Create Custom segments for Blast campaigns
- After customizing your campaign, begin creating an audience segment by selecting Custom at the top of the screen.
- Under Custom client segments, click on the Add new button to create a new segment.
- Build your audience by creating rules based on client behaviour and activity. Use the dropdown menus to define the conditions clients must meet to be included in the segment. Then click Continue.
- If needed, click Add condition to add additional criteria to the same rule or Add rule to create a new set of conditions.
- If needed, click Add condition to add additional criteria to the same rule or Add rule to create a new set of conditions.
- Enter a name for the segment then click Save to create your segment.
- To display the segment as a badge on eligible client profiles, tick the Display as badge on client profile checkbox, then enter a Badge name and choose a color.
- To display the segment as a badge on eligible client profiles, tick the Display as badge on client profile checkbox, then enter a Badge name and choose a color.
- Your new segment will be automatically selected. Click Continue.
- Choose whether to send the email Now or set it as Scheduled, then click Continue.
- When scheduling a blast campaign, select the time and date.
- When scheduling a blast campaign, select the time and date.
- Review the total campaign cost and your selected payment method, then click Send now or Schedule to launch your campaign.
Your campaign will be sent to your new client segment and the segment will be saved for future use.