Want to know how many of your clients you can reach by email? This filter finds every client who has an email address on their profile and has had at least one completed appointment in the last 2 years. It's a quick way to size up your email list before you send a campaign.
Step 1: Open Client Filters
Click Marketing in the left-hand menu, then click Client Filters under Templates. Click + New.
Step 2: Add the email condition
Click + Add filter and choose Client. In the Add condition dropdown, choose Email exists. Leave Match set to Is true.
Step 3: Add the completed booking condition
Click + Add filter again and choose Booking. In the Booking filter's Add condition dropdown, choose Status. Click the Value box and select Complete.
Step 4: Set the date range to the last 2 years
In the same Booking filter, click Add condition again and choose Booking date (relative). Set Match to After or equal to, type 2 in the number box and choose Years ago. Because the date is relative, it always looks back 2 years from the day you use it.
Step 5: Run the lookup
Check the summary reads: Email address exists AND Status is complete, Booking date is after or equal to 2 years ago. Then click Run lookup. A pop-up shows how many clients match.
Step 6: Save the filter (optional)
If you want to use this list again, enter a Filter name (for example "Emailable clients, completed visit last 2 years") and click Create. It will appear under Client Filters, ready to choose as the audience for an email campaign.
Tip: to count clients you can text instead, swap Email exists for Mobile exists in Step 2.