Client Eligibility for Marketing Messages

You can send marketing messages to clients via email or text message using Campaigns and Flows.

This article covers the following:

• Determining client eligibility for marketing messages

• Viewing client messaging preferences

• Opting clients in or out of marketing messages

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Determining client eligibility for marketing messages

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Whether a client is eligible to receive marketing messages is different from whether the client actually receives marketing messages. A client can be eligible for marketing messages but still not receive them if they are opted out.

Clients are eligible for marketing messages (emails and texts sent via Campaigns and Flows) for two years from when they last completed any of the following:

• Booked an appointment. Includes appointments booked by a staff member via the calendar or by the client via online booking.

• Completed a sale. Includes membership payments.

• Submitted a form.

• Received an email or text campaign sent via Mangomint. Includes campaigns that were sent but not delivered.

If you had a previous scheduling software or marketing platform where you sent marketing messages to clients, the Mangomint team can help you determine whether your clients in Mangomint can be opted in to marketing messages. Clients can be opted in to marketing messages in Mangomint based on the following:

• For marketing emails, clients can be opted in if they were previously subscribed to your marketing emails sent from your previous scheduling software or marketing platform. Their previous subscriptions must be verified by the Mangomint team.

• For marketing texts, clients can only be opted in if you can provide the Mangomint team with a list of all your clients and whether they were opted in or out of your marketing texts sent from your previous scheduling software or marketing platform. If you cannot provide this list, learn how your clients in Mangomint can still be opted in to marketing texts.

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Viewing client messaging preferences

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In the client details, you can see whether a client is eligible for marketing messages and whether they are opted in or out. If they are eligible and are opted in, you can also see the date until which they are eligible. This date is two years from when they last completed any of the following:

• Booked an appointment. Includes appointments booked by a staff member via the calendar or by the client via online booking.

• Completed a sale. Includes membership payments.

• Submitted a form.

• Received an email or text campaign sent via Mangomint. Includes campaigns that were sent but not delivered.

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Opting clients in or out of marketing messages

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There are multiple ways clients can be opted in or out of marketing messages.

• For marketing emails, clients are usually opted in by default. Once a client opts out of marketing emails, they will not be opted back in unless a staff member manually opts them back in.

• For marketing texts, clients are usually opted out by default. If a client receives a marketing text and opts out, they can opt back in themselves if needed, or a staff member can manually opt them back in.

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Opting clients in to marketing messages

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You can opt a client in to marketing messages by:

• Enabling marketing messages in their client details. You should only do this if the client gave you clear, documented consent to do so, such as via a form (e.g. Sign below to opt in to receive marketing messages from Salon Azul). Documented consent helps keep your business legally compliant, and it allows you to prove (if needed) that the client agreed to receive marketing messages from your business.

• Creating an external form for new clients to submit (considered documented consent). This will opt them in to marketing emails and texts. A client is considered new if they do not have a client profile in Mangomint. If an existing client submits this form, their opt-in status will not be affected.

Clients can also opt in to marketing texts themselves via online booking (considered documented consent). Once you have a marketing phone number, the Allow marketing messages & other important announcements toggle will be shown in online booking. If a client enables this toggle, they will be opted in to marketing texts.

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Opting clients out of marketing messages

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You can opt a client out of marketing messages by disabling marketing messages in their client details. You should only do this if the client gave you clear consent to do so.

Clients can also opt out of marketing messages themselves by:

• Clicking the unsubscribe link in a marketing email.

• Marking a marketing email as spam. The client's email server may also automatically mark your marketing email as spam, which will also opt the client out.

• Replying STOP to a marketing text. They can opt back in by replying START.