Client Eligibility for Marketing Messages

You can send marketing messages to clients via email or text message using Campaigns and Flows.

This article covers:

• Determining client eligibility for marketing messages

• Viewing client messaging preferences

• Opting clients in or out of marketing messages

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Determining client eligibility for marketing messages

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Whether a client is eligible to receive marketing messages is different from whether the client actually receives marketing messages. A client can be eligible for marketing messages but still not receive them if they are opted out.

Clients are eligible for marketing messages (emails and texts sent via Campaigns and Flows) for two years from when they last completed any of the following:

• Booked an appointment. Includes appointments booked by a staff member via the calendar or by the client via online booking.

• Completed a sale. Includes membership payments.

• Submitted a form.

• Received a campaign (email or text) sent via Mangomint. Includes campaigns that were sent but not delivered.

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Viewing client messaging preferences

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In the client details, you can see whether a client is eligible for marketing messages and whether they are opted in or out. If they are eligible and are opted in, you can also see the date until which they are eligible. This date is two years from when they last became eligible.

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Opting clients in or out of marketing messages

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There are multiple ways clients can be opted in or out of marketing messages.

• For marketing emails, new clients will be opted in by default.

• For marketing texts, new clients created via online booking will not be opted in by default. New clients created via the calendar or Clients app will be opted in by default, but they will not become eligible until they complete a qualifying action.

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Opting clients in to marketing messages

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For marketing emails, if a client is opted out, you can manually opt them in by enabling marketing emails in their client details. You should only do this if the client gave you clear, documented consent to do so, such as via a form (e.g. Sign below to opt in to receive marketing emails from Salon Azul). Documented consent helps keep your business legally compliant, and it allows you to prove (if needed) that the client agreed to receive marketing emails from your business.

For marketing texts, if a client is opted out, you cannot manually opt them in. Clients must opt in themselves by completing any of the following:

• Texting START to your marketing phone number.

• Submitting an external form. This will opt new clients in to marketing texts. A client is considered new if they do not have a client profile in Mangomint. If an existing client submits this form, their opt-in status will not be affected.

• Enabling the Allow marketing messages & other important announcements toggle in online booking. Once you have a marketing phone number, this toggle will be shown in online booking. If a client verifies their phone number in online booking and is already opted in to marketing texts, this toggle will not be shown.

If you had a previous scheduling software or marketing platform where you sent marketing messages to clients, the Mangomint team can help you determine whether your clients in Mangomint can be opted in to marketing messages based on the following:

• For marketing emails, clients can be opted in if they were previously subscribed to your marketing emails sent from your previous scheduling software or marketing platform. Their previous subscriptions must be verified by the Mangomint team.

• For marketing texts, clients can only be opted in if you can provide the Mangomint team with a list of all your clients and whether they were opted in or out of your marketing texts sent from your previous scheduling software or marketing platform.

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Opting clients out of marketing messages

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You can manually opt a client out of marketing messages by disabling marketing emails and texts in their client details. You should only do this if the client gave you clear consent to do so.

Clients can also opt out of marketing messages themselves by completing any of the following:

• Clicking the unsubscribe link in a marketing email. This will opt them out of marketing emails only.

• Marking a marketing email as spam. This will opt them out of marketing emails only. The client's email server may also automatically mark your marketing email as spam, which will also opt the client out.

• Replying STOP to a marketing text. This will opt them out of marketing texts only.

Once a client is opted out:

• For marketing emails, the client can only be opted back in if a staff member manually opts them back in.

• For marketing texts, the client can only be opted back in if they opt back in themselves.