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Overview
Note: This Module is ideal to use for accounting related marketing communications (ie, delinquent members report, account balance, etc). For Office Clients who do not have a Clubessential Website, the Marketing Module allows clubs to communicate with their members via email or text messages. Emails can be sent to all members, specific members using notification types, filter options on the member grid or by using the report feature. Text messages can also be sent using the marketing wizard. The Marketing Wizard option can be used to complete all the steps necessary to create a marketing email. Use Case
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Content
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Accessing the Tool
The Marketing Module can be accessed by selecting Marketing on the user menu. The module opens on the Manage Campaigns Grid.
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Price Schedule: Use when linking the campaign to a price schedule.
(See Coupon Guide for coming soon with more information. ! For example, use when sending a birthday coupon to select Member(s) to have coupon show up in the POS).
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- No Event or Price Schedule - This is the option typically selected; it is the default.
- Price Schedule - Click the Search Icon to select a price schedule to link to the email (Ex: coupon for a discount).
- Event - Click the Search icon to select an event from your calendar in CMA to pull that event information into the body of the email. *Only works with the CMA calendar.
Click Next to proceed.
Marketing Wizard - Screen 2 (Recipient Selection)
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Once Members have been selected, click Next to proceed.
Marketing Wizard - Screen 3 (Template Selection)
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Click Yes to continue, or No to abort. Messages will be sent. Email Processing Log will update as messages are sent. Click Close to exit.
Best Practices
Ensure Member profiles are up to date with information that will allow Marketing Blasts to be effective.
Ensure your Blast Emails are targeted to the specific Members who the Message is relevant to increase open/read rates.
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