Boulevard’s pre-built, always-on automated campaigns work behind the scenes to boost bookings, improve client retention, and keep revenue steady. They take just minutes to set up, require minimal maintenance, and run in the background—automatically sending texts and/or emails to clients most likely to book.

Simply choose which campaigns you’d like to turn on, add your custom branding and messaging, and our intelligent algorithms will do the targeting and sending for you—taking the guesswork out of marketing automation.

Boulevard offers 5 pre-built campaigns that automatically text and email clients most likely to book. Each campaign comes with built-in targeting, triggers, and content. You can customize the messaging and specific thresholds to fit your brand and campaign goals. To maximize results, use multiple campaigns.

To access the Marketing tab, users must have at least one Marketing Privilege enabled.

Navigate to Manage Business settings > Privilege groups, then enable privileges in the Marketing section.

To send automated campaigns via text, your location must first set up a dedicated phone number.

To access the dashboard, navigate to the Automated campaigns tab in Marketing.

If you don't yet have automated campaigns enabled, you can turn them on here.

Once you have one or more automated campaigns enabled, you'll see this dashboard view where you can manage campaign settings and review performance.

From your automated campaign dashboard, click Enable in the new campaign you'd like to turn on, or click the three dot menu on the left to edit an active campaign.

Once you click to enable or edit a campaign, you can customize your campaign settings and content for each individual campaign. Within this settings page for each campaign, you can:

Determine when the campaign should trigger emails/texts to clients. Each campaign offers a different trigger, or threshold setting, that you can customize. Here are the available campaign triggers within each campaign type:

Choose whether each campaign should be sent through email, text, or both. To maximize campaign reach and respect client communication preferences, select Text and email. A dedicated phone number is required for text.

Choose which locations you'd like each campaign to be sent from. While the campaign messages will be sent on behalf of the client's primary location, the location at which the appointment is completed is the location that will be billed $2 for the completed appointment resulting from the campaign.

Each campaign comes pre-populated with default email and text message content, with language specific to each campaign goal. You can customize the email and text content within each campaign.

To edit the email message, click the Email tab, then click "Edit content".

Here, use the drag and drop email builder to customize the template and messaging, send a test to see how it looks, and save your email template when done.

To edit the text message, click the Text tab, then click "Edit content".

Here, use the text editor to customize verbiage, send a test, and save your text message template. Note that per text marketing law, opt out language and business name may not be removed. By default, automated campaign texts include a booking link through which customers can book their next appointment online.

Once you're finished customizing campaign settings and content, ensure the "Active" toggle is on in the top right, and click save to enable your campaign!

In your Automated campaign dashboard within the Marketing tab, you can view and manage campaigns and track campaign performance.

For more details on Automated campaign reporting, check out this article.