Marketing Features in Pabau 2

The marketing features in Pabau 2 have received an overhaul, making them more powerful than ever.

In this guide, we'll compare the marketing features of Pabau Classic with Pabau 2. We'll talk about newsletters, SMS campaigns, referrals, loyalty programs, automation, and social surveys. Pabau 2 has some awesome upgrades that can help businesses step up their marketing game.

Find out all the stuff that makes Pabau 2 stand out and makes managing your practice super easy! The marketing section can be accessed at any moment through the left sidebar. 

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Broadcasts (Newsletters & SMS campaigns)

Newsletters and SMS campaigns can now be found under Broadcasts.

Newsletters have received a significant overhaul, making them both simpler to send and more potent at the same time. 

Designing a newsletter is now easier - the components don't require much to get going but provide a lot of customisation options when mastered. Additionally, you now have the option of building it through HTML code!

Selecting your target audience is simplified as well - Pabau 2 has a feature called Labels that is especially useful when it comes to your newsletters. You can target only clients with a specific label (or labels) instead of creating a recipient list. 

Another exciting change is the option to schedule your campaign to be sent at a later date.

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Reviews (Social Survey)

The social survey has also been dramatically improved, now renamed to Reviews. You can connect external review sources to track them all directly from Pabau 2

Another exciting change is the option to respond to reviews directly from Pabau, regardless of the source. 

The feedback form itself has been improved, offering more customisation and, most notably, now offering two format options - classic, showing all questions at once, and smart, revealing the questions one by one.

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Automations

Introducing the brand-new Automations feature in Pabau 2!

Now you get a dedicated Automations dashboard with analytics, making it easy to organize and monitor all your automations neatly in one place. There you can see the automation that runs, total audience, and filtered - depending on if you are viewing all automation or a specific folder.

With this powerful feature, you can create email or SMS automations based on the object that you choose - which can be clients, appointments, line items, and soon, even leads and invoices.

Setting up your automations is a breeze – you get to decide the criteria like the title, email subject, and when the automation should run. Plus, you can target your audience by creating a filter, using the same elements for filtering as reports, such as objects, fields, the operator, and set values.

You can also customize the email automation, by selecting the design template and customizing it with all the blocks you need., to make the email as branded, professional and personal.

Once your automation is turned on, you can easily track its performance on the dashboard, including general info and an automation log. Pabau 2's Automations feature is a game-changer, bringing efficiency and customization to your marketing strategies.

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Gift Vouchers

Gift vouchers are no longer connected to the Template Archive. Theming the voucher is part of the creation process, and they offer more flexibility. Want a voucher only for a specific service category, with a theme that matches and is sold online? Now, you can do that!

Vouchers also have a designed Terms and Conditions field now and can even include a Book Now button on the voucher itself, which will automatically apply the voucher when clients book through it. 

And, just like in Pabau 1, you still have the option to manually sell the gift voucher to the clients through the POS (point of sale).

The vouchers can be found once again in the client card under the "Gift Vouchers" tab in the client card, where we can see the list of active and expired vouchers linked to the client.

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Loyalty & Referrals

Pabau 2's Loyalty feature has been significantly improved compared to Pabau Classic. Now, it's not just about tracking points – there's a dashboard and client activity, like the one for online bookings, to see loyalty points in detail.

In Pabau 2, Referral and Loyalty Programs are joined together in one place, making things easier to manage. The loyalty points still work the same way, but now there are more options to customize the rules, giving businesses more flexibility.

We've improved the rules for the loyalty campaigns, giving you more options to choose from, depending on the type of campaign you would like to run.

In the new version of the Loyalty Feature, on top of points - there are a bunch of rewards that are coming soon - like gift vouchers, free services, products, and even free packages for both loyalty and referrals. And guess what? These rewards now sit neatly under the "Financials" tab of the client card, making it simpler to keep track of everything

Despite these upgrades, you can still do the basic actions, like manually adding points to the client card and using them at the point of sale. Pabau 2 keeps things easy while giving you more ways to make your clients happy.