Campaigns Overview in Cloudbeds CRM

• Campaigns allow you to manage and create targeted email marketing campaigns to engage your guests. Here's a step-by-step guide to help you make the most of the Campaigns feature.
• With this feature, you can easily manage your email marketing efforts and ensure you reach the right guests with the right message at the right time.
• Once your campaign is live, you can track its performance in the Campaign Reports section. To optimize future campaigns, you can monitor metrics such as open rates, clicks, and overall engagement.

1. Campaign List

In this section, you can view all of your previously created email campaigns or create a new one by clicking the Create Campaign button.

2. Filters

You can filter the list of campaigns by:

• Type: One-Time or Automated campaigns.
• Campaign Name or Status: (e.g., Sent, Draft for One-Time campaigns; Active, Inactive for Automated campaigns).

To sort the table, simply click on the column headers.

3. Campaign Details

For each campaign, you’ll find essential details, including:

• Campaign name
• Type (One-Time or Automated)
• Status (Sent, Draft, Active, etc.)
• Last sent date and last modified date

For Sent campaigns, you can view detailed reports by clicking the Report button. You can also delete or duplicate a One-Time campaign or activate/deactivate an Automated campaign.

4. Campaign Types

There are two main types of campaigns you can create:

One-Time Campaigns

These promotional or informational emails are sent once at a specified date and time. Examples include:

• Room Offers: Promote room packages or discounts.
• Events & Announcements: Inform guests about special events.
• Newsletters: Share hotel news or updates.
• We Miss You: Re-engage guests who haven’t booked recently.
• Other: Any other type of one-time email campaign.

Automated Campaigns

These emails are triggered automatically based on guest activity. Examples include:

• Pre-Arrival: Sent days before arrival, often to upsell services like breakfast or room upgrades.
• Welcome: Sent upon check-in or during a guest's stay.
• Qualification: Sent when a guest enters a specific segment.
• We Miss You: Automatically sent after a guest checks out.
• OTA Winback: Target guests who booked through OTAs, sent within 30 days of checkout.
• Birthday: Sent before a guest's birthday (if data is available).
• Double Opt-In: Sent to new contacts to confirm their subscription.
• Other: For any other automated campaign.

You'll be taken to the campaign setup screen after choosing between One-Time or Automated and selecting your campaign type.