Marketing
Communicate with customers through targeted email campaigns
The Marketing section allows organizations to communicate with customers through targeted email campaigns.
Marketing tools work directly with the Tiquo CRM, allowing businesses to send communications to customers based on lists, segments, and customer data.
Marketing includes:
- Email campaigns
- Email templates
- Lists
- Segments
All marketing activity respects customer marketing consent preferences.
Emails
Emails are marketing campaigns sent to selected groups of customers.
Emails can be used for a variety of purposes including:
- Newsletters
- Promotions
- Announcements
- Event invitations
- Service updates
Emails can be created from scratch or built using templates.
Creating an Email
To create a new email:
- Navigate to Marketing
- Select Create New Email
- Choose to either start from scratch or select a template
Once created, the email can be edited using the email builder.
Email Builder
The email builder allows users to design email content using modular content blocks.
Available blocks include:
- Headings
- Text
- Images
- Buttons
- Social links
- Dividers
- Spacers
- Columns
- Headers
- Footers
Blocks can be dragged into the email layout and customized as needed.
Personalization
Emails support dynamic personalization variables.
These variables allow content to automatically adapt for each recipient.
Examples include:
- Customer name
- Booking information
- Business details
- Dates and times
Personalization ensures communications feel tailored to each customer.
Email Settings
Each email includes configurable settings such as:
- Subject line
- Preview text
- Sender details
These settings control how the email appears in the recipient's inbox.
Sending Emails
When sending an email, users select one or more audiences.
Audiences can include:
- Lists
- Segments
Duplicate customers are automatically removed from the send.
Only customers who have opted in to marketing communications will receive the email. If selected audiences include customers who have not opted in, those recipients will be automatically excluded.
Scheduling Emails
Emails can be:
- Sent immediately
- Scheduled for later delivery
Emails can be scheduled up to 30 days in advance. Scheduled campaigns can be edited or canceled at any time before they are sent.
Email Performance
Marketing provides performance metrics for sent emails.
Metrics include:
- Emails sent
- Open rate
- Click rate
- Unsubscribes
These metrics help organizations understand how customers interact with marketing communications.
Templates
Templates allow organizations to create reusable email layouts.
Templates help maintain consistent branding and reduce the time required to create campaigns.
Any email can be saved and reused as a template.
Marketing Consent
Marketing emails are only sent to customers who have opted in to receive marketing communications.
If a customer unsubscribes from a marketing email, their marketing consent setting on the customer profile is automatically updated.
This ensures organizations remain compliant with marketing communication requirements.
Marketing and CRM
Marketing is directly integrated with the Tiquo CRM.
This allows organizations to:
- Target specific groups of customers
- Send personalized communications
- Analyze engagement alongside customer activity
Marketing campaigns can therefore be informed by customer behavior, bookings, purchases, and other CRM data.