A campaign sends one message to many clients by email, text or app notification: a newsletter, a flash sale, a win-back offer. It can follow up with people who didn't respond, and shows the bookings and revenue it brought in. Campaigns live under Growth → Campaigns.
Before you start
- Who can do it: anyone with permission to manage campaigns.
- Only consenting clients are reached. Clients who haven't agreed to marketing, or have unsubscribed, are left out before you see any numbers. Agreeing to appointment reminders isn't agreeing to marketing.
- Texts cost credits. Email is free; texts use your messaging balance. See SMS credits and your messaging balance.
- Campaign texts need your own numbers. A text or multichannel campaign needs your business's own texting line, and its texts leave from your marketing number. Until both are ready, the campaign shows Campaign texts need your own texting line or Campaign texts need a marketing number, and its texts won't send. Email campaigns aren't affected. An admin sets both up under Settings → Clients & messages → Texting & calls.
Send a campaign
Start from a goal
Go to Growth → Campaigns and select New campaign. Under What's your goal?, pick one, such as Send a newsletter, Recover lost clients or Fill this week's gaps. Owneli sets up the audience, channel and follow-ups for you. Or choose Start from scratch.
Choose the channel
Choose Multichannel (email and text), Email, Text message or Push notification. Each shows how many clients it would reach.
Choose a template and design it
Pick a template, or Blank canvas, then change the words, pictures and buttons. It starts with your logo and colours.
Set the details
Enter a Campaign name (only you see it) and the email Subject. Tick A/B test the subject line to try two subjects. Add an offer if you like: Pick existing deal or Create a new offer, and it applies when these clients book.
Choose the audience
Under Choose your audience, pick a ready-made group on Standard, or build your own on Custom with conditions such as No visit in the last N days or Has tag, matching All conditions or Any condition. Reach shows how many clients will get it By email and By text, and the credits it uses.
Choose when it runs
Choose One-time blast and send Now or Scheduled, or Always-on to reach each client the day they qualify. Under Follow-ups, re-send to Recipients who haven't opened, haven't clicked or haven't booked, after 1 to 7 days.
Send
Select Send, or Schedule. To try it first, open Options and choose Send test email.
Always-on campaigns
An always-on campaign checks your clients every day and reaches each one when they match, such as a birthday month or 90 days since a visit. Set a Re-entry cooldown (30 days to 1 year) so the same person isn't sent it again too soon. They're on the Always-on tab as Draft, Active or Paused; use the row's menu to Activate, Pause or Resume.
Automated marketing waits outside your quiet hours and respects your limits on how many messages one client gets. Set these under Settings → Clients & messages → Marketing guardrails. A one-time blast you send yourself is never held back.
Statuses
| Status | Meaning |
|---|---|
| Draft | Being prepared |
| Scheduled | Waiting for its send time |
| Sending | Going out now |
| Sent | Delivered |
| Cancelled | Stopped before sending |
What Owneli handles, and what's yours
Owneli leaves out clients who haven't consented or have unsubscribed, honours email and text opt-outs separately, adds an unsubscribe link and your business details to emails, and records who was sent what and when.
Check it worked
The campaign shows Sent (or Scheduled). Open it to see how many were sent, opened and clicked, and the revenue it brought in. For text campaigns, your messaging balance goes down by the credits used.
If something goes wrong
"No reachable clients match"
The clients in your audience have no valid email or phone, haven't agreed to marketing, or have unsubscribed. Widen the audience and check Reach again.
Some clients can't be texted
Only US and Canadian mobile numbers can receive texts.
"Your marketing number is in review"
Carriers are still approving your marketing number, usually within a few business days. The campaign's texts won't send until then. If it says Your marketing number wasn't approved, fix the details and resubmit the number in Settings → Clients & messages → Texting & calls.
Campaign or automation?
A campaign goes to a group you choose, when you choose. An automation sends to one client when something happens to them, such as a reminder before a visit.