Collums

Send a message to all your clients regardless of their preferences

Override Marketing Preferences

Collums can send birthday messages to your clients automatically

Create an automated client birthday email or SMS

Send recall marketing emails and SMS to encourage rebooking when clients have not returned for treatment

Create a campaign to stop clients slipping away

Clients are able to unsubscribe from your marketing emails

Unsubscribe from marketing emails

Export your client emails to third party marketing software

Export client list for marketing e.g. MailChimp

Ask for Google reviews after clients have visited

Request Google reviews

How to use the Marketing function in Collums - Campaigns, Segments and Templates

Marketing Training Video

Create custom emails with photos, video and clickable links

Insert photos, videos, documents and links into emails

Use leads to manage and track your sales opportunities

Leads

Dr Askari

Support

Natalie

Marketing

Creating segments will assist you in identifying specific clients to market to, according to your preset tag rules.

Create a Marketing Segment

Find out where your clients have been referred from in a certain time frame

Client referral sources report

Get lists of clients that meet certain rules using marketing segments

Get data for audits

Send an email or SMS to all of the clients in your database

Create a segment for all clients

Segments

Send emails or SMS to segments of your client database

Create an Email or SMS Marketing Campaign

Email

Use templates to save time writing marketing messages

Create Email/SMS marketing templates

SMS are charged by the number of segments they contain

SMS pricing

Place a form on your website to create leads in your system

Lead form builder

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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