Email Newsletters

Occasion gives you the ability to schedule and send newsletters to your customers about your events. The goal of this feature is to save you time and money from creating and sending newsletters from external services like Mailchimp or ConstantContact. Newsletters can also drive more bookings by sending emails with events to customers who opted-in to receive them.

In this article, you can learn about:

• How you can enable/disable Newsletter
• How to customize the Newsletter
• How customers can opt-in
• Example of Newsletter sent to Customers
• How to unsubscribe a customer from receiving these newsletters
• Common Questions

How you can enable/disable Newsletter

• Go to Settings > Account Settings > Campaigns
• Scroll down and look for "Send Newsletters".
• Turn the switch "On" to enable or "Off" to disable.

This will enable the Newsletter Campaign for your workspace. You are now ready to draft your first Newsletter and send it. Next, learn how to customize the Newsletter.

How to customize the Newsletter

Each Newsletter is called an Issue. You can customize each issue in three ways:

1.Schedule the Send Date

You can schedule the specific date on which the newsletter will be sent to your customers.

Navigate to Campaigns > Newsletters and Click on "show" or simply click this link.

• On the top left hand corner, click on "change"
• Add the the date wish you wish to send out an issuem and save

2.Select Events to Include

You have the ability to pick and choose which events you want to showcase in your newsletter. To select events:

• Go to Campaigns > Newsletter >Under "Newsletter" on the top left, click "Show"
• Here you can add or remove events you want to feature in your newsletter

3.Customize the Click-Through Link

You can provide a custom click-through link to your website where customers can explore more events. This appears as the "See All Events" button in the newsletter.

• Go to Campaigns > Newsletter > Click on Settings on the top left
• Click on the edit button and add your website layout

How customers can opt-in

Customers will be prompted to subscribe to newsletters when they sign up for an event. An "opt-in" checkbox to subscribe to newsletters is visible on all checkout pages in the "customer information" section.

Opt-in Checkbox on Checkout Page:

Customers will be prompted to subscribe to newsletter when they sign up for an event. The opt-in is available as a "check-box" in the "customer information" section.

Example of Newsletter sent to Customers

Customers who opt-in will receive an email generated with events that looks something like below. Customers can click anywhere on the event to sign up for the events. This email is sent to customers every time you schedule it.

Unsubscribing a customer from receiving newsletters

There are two ways to do this:

Seller Dashboard

A user can unsubscribe a customer from receiving newsletters. On Occasion's seller dashboard, pull up the customer profile by clicking the "Show Customer" button by going to Bookings > Customers. In the top-left panel, you will see the "Subscribe" button. Clicking that will unsubscribe the customer from receiving future newsletters.

Customer Self-Service

A customer can unsubscribe from newsletters by clicking the "unsubscribe" link in the footer of the newsletter. They will not receive future newsletters until they re-subscribe by booking again.

Common Questions

How do I know the results from this feature? You can see campaign statistics by going to Campaigns > Newsletters and clicking on the newsletter you want to view the statistics for. On the top right, you’ll find the following metrics:

• Emails Sent
• Click Rate
• Open Rate

When are the event emails sent to customers? These are entirely up to you! You can schedule how often and when these emails are sent to your customers.

What events are included in the emails sent to customers? Events must meet the following criteria to be included in the upcoming events emails:

1. Events should still be available for registration (i.e., not sold out or closed for bookings).
2. Event dates/times must be at least two days after the email is scheduled to be sent. For example, if the email is sent on July 1, only events scheduled for July 3 or later will be included.
3. Events without images will not be included.

How do I customize the calendar that appears when my customers click the "See Full Calendar" button? To customize the calendar:

1. Ensure you create and customize an Occasion calendar by navigating to Settings > Website Calendars.
2. Use the shareable link provided here. You can customize and use any Website Calendar of your choice.