Sending Emails & Texts

Whether you're announcing a holiday special or sending an urgent update, Petsoft makes it easy to reach your customers.

To start, go to Organization > Campaigns and click New Campaign.

Step 1: Write your message

Field	What to do
How to send	Choose Email or SMS (Text).
Campaign Name	Give it a name so you can find it later (customers won't see this).
Subject Line	(Email only) This is the first thing customers see in their inbox.
Message	Type your message here. Use the buttons like [Pet Parent Name] to automatically add their name to the message!
Purpose	Is this a Holiday Special (Marketing) or an Urgent Update? People who said "no" to marketing won't get marketing emails.

warning

A note on text messages: Short texts (under 160 characters) are cheapest. If your text is very long, it might cost more to send and could arrive in several pieces.

Step 2: When should it go out?

You can choose to Send immediately or Pick a later date and time. This is great for setting up holiday announcements weeks in advance!

Step 3: Who will get this message?

You don't have to send it to everyone. You can pick exactly who should hear from you:

Ways to pick your audience:

• By Service: Only send to people who use Grooming.
• By Pet: Only send to dog owners or cat owners.
• By Date: Only send to people who have visited in the last 6 months.
• New Customers: Only send to people who had their first visit this month.

Step 4: Check and Send

Before you hit send, click Search to see the list of people who will get the message. It's always a good idea to double-check!

When you're ready, click Save Campaign.

tip

Did they open it? You can see how many people opened your email by going back to the Campaigns page and clicking Reports.