Automated Monthly Newsletters

Occasion gives you the ability to send an automated notification to your customers about upcoming events. The goal of this feature is to drive more bookings by sending personalized emails with upcoming events once a month to customers who opted-in to receive them.

In this article, you can learn about:

How you can enable/disable Monthly Newsletter

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

To enable/disable any of the features, simply turn the toggle on. Feature descriptions are listed further down in this article.


How to filter certain events to show/hide from the Monthly Newsletter

You have the ability to pick and choose the events you want to add to your newsletters. Head over to Campaigns > Newsletter and under "Upcoming Newsletter" on the top left hand side of the screen you will click "show".

Here you will be able to add or remove events you want to show case on your upcoming newsletter.

How to Customize the Monthly Newsletter

You can change the link where Customers go when they click the "See All Events" CTA, By clicking on the "edit" icon


How customers can opt-in

  • An "opt-in" check box to subscribe to emails is visible on all checkout pages.

Opt-in Checkbox on Checkout Page:

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

Example of Monthly Newsletter sent to Customers

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

The preview of what went out is visible to you when you head over to Campaigns > Newsletter and there will be a section on the bottom of the screen where you can preview all sent emails.


Unsubscribing a customer from receiving monthly newsletters

There are two ways to do this:

  • A user can "unsubscribe" a customer from receiving these emails. 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 monthly newsletters.

  • A customer can "unsubscribe" from the upcoming events emails by clicking the "unsubscribe" link in the footer of the monthly 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.

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