Client Filters for Marketing Emails
When creating a marketing email, you can choose to send your email to specific clients based on different filters.
Appointment filters
You can filter your recipient list based on a client’s previous or future appointments.
Filter | Description |
---|---|
With service provider | Clients who had a previous appointment or have a future appointment with a specific service provider. More than one service provider can be selected. |
With service | Clients who had a previous appointment or have a future appointment for a specific service. More than one service can be selected, including services from different service categories. |
With service in category | Clients who had a previous appointment or have a future appointment for a service in a specific service category. More than one service category can be selected. |
At location | Clients who had a previous appointment or have a future appointment at a specific location. More than one location can be selected. |
On date | Clients who had a previous appointment or have a future appointment on a specific date or during a specific time period. |
More than [x] days ago | Clients whose last appointment was more than [x] days ago. Enable the Include clients with no appointments toggle to include clients who did not have any appointments during the specified time period. |
Client filters
You can filter your recipient list based on a client’s profile.
Filter | Description |
---|---|
Has future appointment | Clients who have a future appointment booked. |
Has no future appointment | Clients who do not have a future appointment after the current date. |
Profile created on | Clients whose profile was created on a specific date or during a specific time period. |
Had first appointment on | Clients whose first appointment was on a specific date or during a specific time period. |
Spent more than | Clients who have spent more than a specific amount in total sales (including service sales and product sales). |
Has membership | Clients who have a specific membership. More than one membership plan can be selected. |
Birthday | Clients who have a birthday during a specific month. More than one month can be selected. |
Gender | Clients who identify with a specific gender. |
Referred by | Clients who were referred by a specific source. |
Tag | Clients whose profile includes a specific tag. |
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