How to Create Client Groups for Targeted Marketing Campaigns

Log in to your Pabau account, and in the left sidebar menu, click on Clients, then select Clients again from the dropdown menu.


 Step 2: Access Client Filtering

Click on "Filter By" located next to the search bar in the top right corner of the Clients feature. Then, select "Add new view."

Step 3: Create Client View Conditions

In the "Create View" menu, set conditions for clients who should be included in the list. For example:

• In the first section, conditions that all clients in the list should match can be set. In the example below, a list of active clients aged over 30 who haven't visited in the last 180 days is created.
  
  The purpose of this list is to send these clients - who haven't visited us in a while - a targeted newsletter with a special offer to get them to book another appointment. 
  
  
  
  
  
• In the second section, "And match ANY of these conditions," additional conditions can be added to further specify the clients on the list. Clients will be included if they match any of these conditions, even if they don't meet all the criteria.

This allows you to tailor the client view based on specific criteria for targeted marketing.

Step 4: Name and Visibility

Add a name for the client view that reflects the conditions set. Choose whether the view will be visible only to the creator or to all users in the account.

Step 5: Save the View

Once satisfied with the conditions and settings, save the view by clicking on "Save" in the bottom right corner of the "Create View" menu.

By following these steps, you've successfully created a client group or view in Pabau. This client view can now be used for targeted marketing campaigns, such as sending newsletters with special offers to clients who haven't visited in a while.

Step 6: Use the Client Group in Campaigns

You can now use this client view when choosing the audience for your newsletter or SMS campaigns. To do so:

• In the left sidebar menu, click on Marketing, then click on Broadcasts.
• Start creating a new email campaign, or create a new SMS campaign.
• After completing the fields in the Settings and Design tabs, proceed to the "Audiences" tab.
• Click on "Client Groups" and select the client group you just created.
• Proceed to send the campaign.
  
  

By following these steps, your campaign will reach only the clients included in the client group, allowing you to precisely target your audience for maximum impact and engagement. Regularly update client views to align with changing marketing strategies and business goals.

 

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