Reservation Campaigns
Campaigns are categorized by three different Campaign Types; Customers, Memberships and Reservations. If your winery uses the eCellar Reservations Module, then you have access to send email campaigns leveraging merge fields with several key data-points of a reservation appointment.
Reservation campaigns can only be sent to target groups created from Reservation searches.
Create customized content with merge fields such as reservation date, time, and type to send appointment confirmations, reminders, or followups automatically.
Because of the Reservations search capabilities both future and past reservations can be targeted.
This article explains how to create recurring email campaigns.
Example of a Reservation reminder campaign
Create a Reservation Campaign
When creating a new campaign select the Campaign Type > Reservations. This will populate the available merge fields specifically for reservation appointments. Merge fields are available for the subject line and the body content of the campaign.
Allow Send to Same Address
Since each reservation has a uniquely coded ID, and reservation search uses the ID, you can check the box to send to the same address.
This will launch emails to customers who visit more than once.
Create a Target Recipient Group
Campaigns can be set to launch at a scheduled time; Daily, Weekly, Monthly, or Quarterly. Daily is most commonly used for reservation campaigns.
Campaigns for future reservations could be a confirmation or reminder of an upcoming reservation.
Campaigns for past reservations might be a followup or "thank you for visiting" email.
Create the target group by saving a search a Reservation Type search.
- Go to Search > Reservations.
- Select the desired criteria in the form. Be sure to select the correct reservation statuses.
At the result list, use the Function Toolbar to select Save Search.
Now it will be available as a target group in a Reservation Campaign.
Reminder Campaign
For future reservations select Reservation Date: Next, and Date Range: the desired number of days, weeks, etc. in the future -
Reminder campaigns are best sent at the very end of the day, to be sure and capture as many possible reservations that are updated to a Booked status. To send a 3-day reminder campaign to all booked reservations, selected criteria for the saved search would look like this:
A Reminder Campaign for the next day would looks like this:
Followup Campaign
For past reservations select Reservation Date: Last, and Date Range: the desired number of days, weeks, etc. in the past -