Campaigns are one-time marketing newsletters you can use to promote upcoming events, specials, or salesor to simply keep clients up to date on what's happening at your business. Starting with our pre-made templates, you'll customize and design your own emails, then send them out to the clients of your choice. You can even create your emails in advance and schedule them to go out at a specific time.


  • Setting up your first campaign
  • Editing your campaign templates
  • Understanding the Schedule Campaigns screen

Setting up your first campaign

Whether you're building a newsletter, making an announcement, or pushing your latest promotion, we provide a wide-ranging series of templates for your marketing campaign needs. And if you can't find the perfect template, then we provide the tools for you to build your own.

No matter which format you choose, you'll customize your emails by adding and moving content "blocks" around the page. These blocks contain the text, links, and images of your choice.

Here's how it works:

  1. For Mindbody: Go to the Marketing tab and choose to manage Email Campaigns. For Booker: Go to the Marketing tab, select the Marketing Suite sub tab, and choose to manage Email Campaigns.
  2. Click the Create Campaign button.
  3. Select a template to startdon't worry, you'll get to customize it with your own images and text in the steps that follow.
  4. You should now be on the Design screen. On the Design screen, you'll adjust the layout of your email by adding, removing, and repositioning content blocks. Just hover your mouse over a section you'd like to edit and some new options will appear in gray boxes
    • At the top and bottom, click the + sign to add a new content block to your template.
    • On the left side, click the ∧ or ∨arrows to move the selected block up and down.
    • On the right side, click the x to remove the block.
  5. When adding a new content block, you can choose from the following options:
    • Text
    • Images
    • Combined text & images
    • A button link (e.g. Buy Now! or Click Here!)
    • A social media link
      • We provide Facebook, Instagram, and Twitter icons by default, but you can add or remove theseas needed. Click here to learn how on Mindbody or here if you use Booker.
    • A horizontal line to divide content
      • After adding a line, just select it to change the background color.
    • A blank space
    • An offer
  6. Once you're happy with the email layout, click on any image to replace it with one of your own.
    • Click Upload Image to upload an image from your computer, the internet, or our stock image library.
    • (Optional) Enter a URL in the "Image link" section if you'd like to turn your picture into a clickable link.
    • (Optional) Enter text in the "Image alt text" field if you'd like to replace the image box with text. This is used if the image doesn't load.
  7. Now click on any block of text to replace it with some words of your own. You can use the provided text formatting, or customize it using the options listed in the gray bar. Here's what each icon in the bar does, listed from left to right:
    User-added image
    • Font size
    • Font style
    • Bold
    • Italicize
    • Underline
    • Bullet points
    • Change font color
    • Hyperlink (for embedding URLs)
    • Remove formatting
    • Insert a merge tag these function much like replace phrases)
    • Align text
    • Edit background color
  8. (Optional) Click Offer if you'd like to add a pricing option into your email. Click here to learn more about how this works.
  9. When you're satisfied with the format, click Preview and Test on the right side to see what your email will look like when it lands in a client's inbox. When everything looks right, click Next to advance to the final screen.
    User-added image
  10. On the Schedule screen, you'll choose your audience for this email and specify when it should be sent; make sure to click the Schedule button when you're done.
    • Audience: Choose "All contacts" to email everyone, or select "Contact lists" to target a specific group.
    • Campaign name: This isn't shown to clients, but you'll want to name it something descriptive—you may want to copy or reuse this campaign in the future.
    • Email Subject Line: This is what clients will see when the email is delivered. Choose something that entices them to open it!
    • Time: This is the time of day when the campaign will go out.
    • Date: This is the day when the email will be sent.

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For Mindbody: Adding pricing option links to campaigns

The MINDBODY Marketing Suite's integrated offer builder allows you to add pricing option links to your automations and campaigns, meaning you can easily target specific client groups with your most enticing offers. It works by combining the flexibility of campaigns with the seamless checkout experience of branded web tools.

You need only to drop your pricing option into your email, and then your clients will be able whisked through the checkout process using a mobile-friendly format optimized for computers, tablets, and mobile phones.

Click here to learn more.


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Understanding the Campaigns screen

The Campaigns screen is the management hub for all of your current, future, and past campaigns. It's where you'll create new campaigns, manage your drafts, and see how your completed campaigns have performed.

The Actions button

On the right side, select the Actions button to see your available options for each campaign. If the campaign is still in draft mode, then you'll be able to edit it before it's sent out.

  • Preview & Test: Get a sneak peek at the campaign and send a test to your own email address.
  • Duplicate: Creates a copy of the campaign with the exact same template.
  • Edit: Takes you to the Design screen so you can tweak the look of your draft.
  • Schedule: Takes you to the Schedule screen where you can choose a date and time to start your campaign.
  • Delete: Removes the draft permanently.

If your campaign has already been scheduled, then your options will look slightly different:

  • Preview & Test: Get a sneak peek at the campaign and send a test to your own email address.
  • Duplicate: Creates a copy of the campaign with the exact same template.
  • Change schedule: Takes you to the Schedule screen so you can choose a new date and time.
  • Unschedule: Stops the scheduled campaign from sending out.
  • Delete: Removes the draft permanently.


Once a campaign has been sent out, you can monitor how it's doing using the statistics shown on this screen.

  • Sent: How many contacts your campaign was sent to.
  • Opens: How many contacts opened your email.
  • Clicks: How many contacts clicked a link in your email.

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