Create, send, and schedule Smart Campaigns

Smart Campaigns let you send focused customer emails from BouncePlatform without exporting a list or rebuilding the same message each time.

Use them for newsletters, promo blasts, win-back messages, store credit reminders, review requests, balance reminders, seasonal notes, or a custom message to a specific customer group.

Where this lives

Open Smart Campaigns from the admin dashboard. From there you can create a draft, choose a template, write the email, preview the message, prepare recipients, send now, or schedule a future send.

Smart Campaigns has three main parts:

• Campaigns are the actual emails you draft, preview, send, and review later.
• Smart Audiences are saved recipient formulas, such as customers with store credit or customers who booked a certain category.
• Email preferences and suppressions protect customers who opted out or addresses that bounced, complained, or became invalid.

Start with the goal

Before choosing a template, decide what the campaign is meant to do.

Good examples:

• Announce a seasonal sale to customers who booked last summer.
• Remind customers with unused store credit to book again.
• Follow up with repeat customers before a busy weekend.
• Ask for reviews after completed events.
• Send a general newsletter to customers who still receive newsletters.

Avoid using Smart Campaigns for urgent booking, payment, waiver, or security messages. Those are transactional emails and should stay tied to the booking or customer portal workflow.

Choose or build the audience

A campaign can use a saved Smart Audience, a one-time custom audience, manually added recipients, or typed email addresses.

Smart Audiences are useful when the recipient list should be based on customer behavior. For example:

• customers who booked at least twice
• customers whose last booking was more than 90 days ago
• customers with store credit above a certain amount
• customers with unpaid balances
• customers in a ZIP code, city, state, or delivery zone
• customers who booked one product or category but not another

Before sending, prepare the recipients. BouncePlatform snapshots the matching customers, removes duplicate email addresses, and skips anyone who should not receive that campaign category.

Write and preview the email

Choose a default template or start with a custom message. Then review the subject, preview text, and body.

The body editor supports common rich text formatting such as bold, italic, underline, lists, and links. It also preserves intentional blank lines so the rendered email preview matches the spacing you expect.

The email footer can be adjusted for each campaign. You can change the short footer note and choose whether to show your business phone number, email address, and address. Preference and unsubscribe links stay automatic so customers can always manage optional campaign emails.

Use dynamic fields when the message should feel personal:

• {{customer.firstName}}
• {{customer.fullName}}
• {{business.name}}
• {{lastBooking.date}}
• {{lastBooking.productName}}
• {{lastBooking.categoryName}}
• {{nextBooking.date}}
• {{storeCredit.amount}}
• {{booking.balanceDue}}
• {{promo.code}}
• {{preferencesUrl}}
• {{unsubscribeUrl}}

The preview renders the campaign with tenant branding, brand color, business name, footer choices, and sample customer values. Links in the preview do not open because they only work when the email is live.

Keep preference links in place

Campaign emails need both a preferences link and an unsubscribe link.

• The preferences link lets a customer manage optional email categories.
• The unsubscribe link opts the customer out of the campaign category with one click.

If those links are missing, BouncePlatform adds them automatically before the campaign is saved and sent.

Send a test email

Send yourself a test before preparing the real recipient list. Use the test to check:

• subject and preview text
• spacing and formatting
• links and calls to action
• brand color and business identity
• whether the message still makes sense with sample customer values

A test email does not mean the real recipient list is ready. Prepare recipients separately before sending the live campaign.

Prepare recipients

Preparing recipients freezes the current audience and content into a send snapshot.

This matters because customers, preferences, and audience rules can change over time. The snapshot gives your team a record of what was planned, who was included, who was skipped, and what each recipient was meant to receive.

After preparing, review:

• ready recipients
• skipped recipients
• duplicate email removal
• unsubscribe or suppression reasons
• rendered subject lines

You can remove individual pending recipients before sending.

Send now

When the recipient list is ready, use Send now.

BouncePlatform shows a confirmation dialog before sending. For larger sends, it may ask you to type SEND. This helps prevent accidental broadcasts.

Sending runs through a safe queue. The first batch starts immediately, and remaining pending recipients are processed in batches. This avoids one large burst and keeps campaign history tied to each recipient.

Schedule a campaign

You can schedule a campaign once, weekly, or monthly.

Scheduled campaigns use the same safety checks as manual sends:

• recipient snapshot
• duplicate email removal
• unsubscribe checks
• suppression checks
• send queue
• sent, skipped, and failed history

Quiet hours can pause scheduled or queued sends during the time window you set for the campaign.

Review campaign history

After a campaign sends, open the campaign detail page to review the result.

The history shows counts for sent, skipped, and failed recipients. It also keeps recipient-level status so your team can answer questions like "Did this customer get the email?" without guessing.

What Smart Campaigns do not track yet

Smart Campaigns currently focus on safe sending, recipient history, preferences, and scheduling.

The first version does not include open tracking, click tracking, revenue attribution, A/B tests, custom sender domains, or advanced trigger-based automations.