Run a Publicity Campaign

Your customer data can be used to run a publicity campaign, promoting your services, products and clinic.

See Product Promotions for information about creating promotional products.

Run a Publicity Campaign

You’ll first need to decide how you’re going to contact your potential customers.

The main choices are;

  1. Email
  2. Facebook Ad
  3. Instagram Ad
  4. Texts

For a texts publicity campaign we recommend ezitxt.
For an email campaign we recommend MailChimp.

Both campaign managers have a free option.
It’s worth getting an exploring their software and seeing it seems to do what you want.
Then when you start planning your publicity campaign you’ll know what’s possible.

Customer Data from Cloud Appointments

You will need a list of customers and their details to upload into whatever campaign manager software you choose.

In Cloud Appointments, click on the top menu option Customers, sub-menu option Search;Running a Publicity Campaign

Select the customers you want by their specifying selection criteria.
If you specify more than one selection condition then only customers that satisfy all the conditions will be selected.

Choose the CSV File Output option and click Create Report.
A .csv file will be created in your Downloads directory.

Campaign Manager Data Import

Both the EziTxt and MailChimp allow you to import and upload a csv list of customers as subscribers or contacts.

For EziTxt

On the main dashboard click on the side-menu option Contacts then click Import.

For MailChimp

Click on the Help button (top right of screen) and search on ‘Import Contacts’ and it’ll provide a step by step explanation.

Campaign Manager Help

Both the EziTxt and MailChimp software systems have built-in help.

EziTxt                   :   Click on the Helpdesk option in the left sidebar

MailChimp         :   Click on the Help button at the top right of the screen and search within the available articles.

There’s online help in both systems as to how to organise your publicity campaign and what types of campaign are available.

Avoid Being Accused of Spamming

Sending out ‘unsolicited commercial electronic messages’ in New Zealand and Australia is illegal.

Have a look at the following web pages so you know your responsibilities.

New Zealand;


Both EziTxt and MailChimp software systems take into account these legal requirements and should keep you safe.

Your main responsibility is that if a customer requests to opt out of further publicity then you must remove them from your publicity mailing lists.
Otherwise you can be accused of illegal spamming.

Other Info

There are many campaign publicity manager packages available, we’ve only featured the two we know.

If you find campaign manager packages you prefer then please let us know.

January 10, 2018 Blog Posts
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