Campaigns and coupons
Campaigns in Zenoti
Marketing campaigns in Zenoti are a combination of a discount, cashback, or loyalty points offer associated with a particular target segment. Campaigns allow you to offer discounts, cashback, or loyalty points on invoices to guests and can also be used to send personalized marketing offer messages to clients directly in the form of SMS or Emails.
Campaigns in Zenoti can be of the following types:
Text Message campaigns and Email campaigns: If you design such a campaign, Zenoti can send an SMS (text) message or an Email to a list of customers about the offer.
Media campaigns : When you create a Media campaign, Zenoti will not send out any SMS or Email messages to guests, because media campaigns are physical advertisements you publish in newspapers or magazines about discounts and offers. However, for the software to track how much revenue you got from these campaigns and the number of customers it attracted, you can create a Media campaign in Zenoti.
Opportunity campaigns: You can create an Opportunity campaign to create a new sales opportunity for your sales team whenever a membership is about to expire.
For example, if you use an Always On Campaign to send out a Membership renewal email 30 days before a Membership expires, you can then also set up an Opportunity Campaign to automatically create opportunities for guests whose Memberships are about to expire so that you can track follow-ups.
Notes campaigns: A Notes campaign is essentially a campaign to add Guest Notes automatically to Guest Profiles that meet a particular target segment.
For example, you can add a Guest Note such as "Ask the guest for a valid phone number and email address" to a target segment of guests created on the current day and whose phone number or email address are not verified. You can further configure when such Note should appear - such as during check-in. This way, the Note acts like a handy reminder to the front desk to ask for valid contact details from the guest when they come in for an appointment.
Custom coupon campaigns: A custom coupon campaign is a personalized discount campaign targeting a particular target segment to promote new services, products, or memberships. The custom coupon can be different for every guest depending upon their buying patterns. This coupon is printed on the receipt itself and is valid for the guest's next visit.
What set up is required before creating a campaign?
Since campaigns can combine a discount with a target segment, first create the discount, then the target segment, and finally, create the campaign.
Campaigns at the organization level and at the center level - How do they work?
In Zenoti, you can create campaigns at both, the organization level and at the center level. This article explains how campaigns work in Zenoti - assuming the Marketing Managers at the organization and center level have all the required permissions.
Scenario 1: Campaign created at the organization level
If a campaign is created at the organization level, only the Marketing Manager at the organization level can edit it.
Note
For Zenoti to create and save the campaign successfully, the Marketing Manager needs to make it available at least at one center - say, center A.
Once the campaign is created, the Marketing Managers at other centers can view this campaign and can add their respective centers to it. However, they cannot edit any of the other details of the campaign (such as the target segment or the name of the campaign).
Therefore, if the Marketing Manager of center B sees this campaign, and wants to add her center to it, she can do so. Assume that the Marketing Manager of center B adds her center to this campaign. Now, the campaign is available at both centers, center A and B.
Scenario 2: Campaign created at the center level
If a campaign is created at the center level (center C), the Marketing Manager at the same center (center C) can edit it.
The Marketing Manager at the organization level can also edit this campaign.
Assume that the Marketing Manager at the organization level now makes this campaign (created at center C) available at another center (center D).
Now, the Marketing Manager at center D can also edit the campaign.
Important
The Marketing Manager at center D cannot view the campaign (created at center C) until the organization level Marketing Manager adds center D to the list of centers for the campaign.
Scenario 3: Campaign created at the zonal level
If a campaign is created at the zonal level, only the Marketing Manager at the zonal level can edit it.
Note
For Zenoti to create and save the campaign successfully, the Marketing Manager needs to make it available at least for one center.
Media campaigns
Ever wondered how to measure the success of an ad or a promo you have advertised in most watched TV channels, most heard radio channels, or coupon books? Zenoti can do its bit in tracking your media promotions. Before going into the details, let's brush up a little on the basics.
What's a media campaign?
Media campaigns are the promotions (promos) or campaigns you launch for a wider audience. They are publicized through newspapers, Bluebook, radio, television channels and social media such as Facebook and Twitter.
The goal of a media campaign is to attract new visitors to your outlets. You could plan a media campaign for a local center or across all your centers.
Zenoti for Media Campaigns
In Zenoti, you can create a record of the media promotions you are launching to the outside world. You can roll out the offers to guests when invoice is raised using Zenoti (from the Webstore or by the front desk).
The media campaigns in Zenoti does not send out SMS/Emails to your guests. It helps you track the effectiveness of your campaign and revenue earned.
Social Media Campaign - You could post your media campaign on your Facebook page and also tweet about it in your Twitter account.
Steps to create a media campaign
Follow these steps to create a media campaign.
Create a Media Campaign in Zenoti

Overview of marketing dashboard
The marketing dashboard helps you understand the value generated through email and text campaigns with key metrics around campaigns, messages, and bookings.
Note
This dashboard is available both at the organization and center level.
To access the dashboard, navigate to Marketing > Dashboard.
Email and text campaigns overview
Field | Description |
---|---|
Active campaigns | The number of campaigns for which at least one SMS/Email was sent during the filtered time period. |
Messages delivered | The number of messages delivered through active campaigns. |
Campaign invoices | Number of invoices with campaign redemptions during the filtered time period. This includes both discount and announcement campaigns. |
Revenue realized | Revenue realized from discounted invoices. NoteIf a product or service generates revenue from multiple campaigns, the value is attributed only once. Priority is given to always-on campaigns over others when attributing revenue. |
The dashboard also displays the number of guests who are unreachable.
Note
To gain further insights on discounted invoices and revenue, check out the Campaign redemption report.
What has referral marketing done for you?
This section displays the following metrics:
The number of guests acquired through referrals.
The revenue generated is calculated specifically for guests acquired through referrals over a 6-month period starting from their acquisition date. For example, if a guest was acquired through referral on January 1st, 2023, any revenue generated by this guest from all visits until June 1st will be attributed to the revenue generated.
What has abandoned checkout reminders done for you?
This section displays the following metrics:
The number of bookings made.
The amount of revenue generated.
Click here for more information.
Note
The above two section are only displayed if they are enabled at the organization level.
Campaign performance
This section displays the following metrics:
The open rate of a campaign
The click rate of a campaign
The unsubscribe rate of a campaign
Dashboard Filters
From the drop-down list on the right-hand side, select a filter to view the data from different viewpoints.
Note
Data is refreshed daily at 8 AM (center's time zone). So, for campaigns sent after this time, data is updated the following day.
You can filter data using filters. Metrics available in the filters and the table are:
Revenue: Total revenue generated by the emails that were sent as part of the campaign for the selected time period. This filter is applied by default. When a product or service generates revenue from multiple campaigns, the attributed value is displayed for each of those campaigns on the campaigns list (table).
Opens: The total number of times an email is opened by email recipients (original recipients or email forwards). An open is counted every time the email is opened.
Open Rate: The total number of times an email was opened divided by the total number of times an email was delivered. (Total Opens / Total Delivered)
Clicks: The total number of times the link in the email campaign is clicked.
Clickthrough Rate: The total clicks by the recipients divided by the total number of times an email was delivered. (Total Clickthroughs / Total Delivered).
Click to Open Rate: The unique clicks in the email by the original recipient divided by the unique opens by the original recipient (Clicked Sends / Opened Sends).
Conversions: The total number of times a campaign was purchased divided by the number of times the campaign was viewed. (Total Campaign Purchase / Total Campaign Views).
Conversion Rate: The total number of campaigns converted into potential business divided by the number of times campaigns were delivered (Total Conversions / Total Delivered).
Bounces: A bounce is an email or text that is returned to the sender because it was unable to reach the recipient's inbox or mobile. This is based on the total emails that returned a soft bounce back (Total Failed sends / Total attempted sends).
Bounce Rate: The total number of soft bounce backs divided by the total emails sent. (Total Bounce backs / Total Sends).
Channel performance
This section displays the following metrics:
Channel-wise split of the number of messages delivered and the revenue realized
Number of guests who have not shared their contact details and who have not opted for any marketing communication
FAQs
Why is the campaign section empty?
No campaigns have been initiated yet in the specified time frame.
Campaign is initiated but has not reached any guests.
This section gets refreshed at 8 am every day. If you launch campaigns after this time, ensure to check this section on the following day.