Help Center / Email Marketing

Send An Email Blast

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Step 1: Start From Scratch Or Template

Decide whether you want to:

  • Use a template: Go to the Templates section, select the one you want, and click the vertical dots then click “Create Campaign
  • Start from scratch: Go to Campaigns, click +New, choose your preferred option

Step 2: Write Email

  • I have a tutorial on how to write great emails HERE

Step 3: Configure Campaign Settings

Subject Line: (Critical for open rates)

  • Keep under 50 characters
  • Create curiosity without being deceptive
  • Example: “October Exclusive: 3 Limited-Time Offers”

Preview Text: (Shows before opening email)

  • 40-90 characters
  • Expands on subject line
  • Example: “Save up to 40% on our most popular treatments this month only”

Sender Name: Use a person’s name (not business name)

  • ✅ “Sarah” or “Dr. Sarah Thompson”
  • ❌ “Bellavita MedSpa” or “Contact”

Why? People open emails from people, not businesses. Personal names increase open rates by 15-35%.

NOTE: This will already be configured using Custom Values if you use one of our Forever Booked email templates

Sender Email: yourname@yourclinicname.medicalspalink.com

This will also already be configured if you use one of our email templates.

Step 4: Select Recipients

Options:

  • All contacts
  • Segment by tags
  • Custom filters (location, last visit, interests)

Step 5: Choose Sending Method

  • Batch Size: 
    • 30-50 (If domain not Warmed Up) recipients per batch
    • 200-300 (If domain is Warmed Up) recipients per batch
  • Interval: 1 day between batches
  • Schedule: Monday-Friday, 10 AM - 2 PM (optimal)
  • Avoid: Weekends and evenings (lower engagement)

Why Batch Sending?

  • Prevents spam filters from flagging sudden volume spikes
  • Allows monitoring and adjustment between batches
  • Mimics natural human sending patterns
  • Protects domain reputation

Step 6: Enable Tracking Options

  • ✅ Track Opens
  • ✅ Track Clicks
  • ✅ Track Conversions
  • ✅ Auto-tag engaged contacts
  • ✅ (Optional) Resend to unopened (after 7-10 days)

Step 7: Launch & Monitor

  • Click “Launch Batch Campaign”
  • Monitor first batch delivery (wait 24 hours)
  • Check metrics before proceeding
  • Adjust strategy if needed