Re-engagement Campaign Settings

Re-engagement campaigns reach out to clients who haven't visited in a while. You define the threshold, the email, and how it sends; Stillpoint runs it on a schedule.

Re-engagement is gated behind the reengagementCampaigns feature flag.

How a campaign works

1. Stillpoint monitors each client's last appointment date.
2. When a client crosses the threshold you configured, the campaign activates for them.
3. Depending on the send mode, the email is either sent automatically or the client is flagged for you to review.

Create a campaign

1. Open Settings → Re-engagement.
2. Click New Campaign.
3. Fill in:
   • Campaign name (your reference label).
   • Trigger after (days) since the client's last visit.
   • Target segment: At Risk, Lapsed, or Churned. The day-threshold ranges are configurable.
   • Send mode: Auto Send (emails go out automatically) or Flag Only (clients are flagged for manual outreach).

Email content

Customize the email each campaign sends:

• Write a subject and body in the editor.
• Insert merge tags:
  • {{client_first_name}}
  • {{client_last_name}}
  • {{practice_name}}
  • {{last_visit_date}}
• Toggle Include Booking Link to add a "Book Now" button.
• Use Preview to see how it'll look with sample data.

Manage campaigns

• Toggle campaigns on or off without deleting them.
• Edit threshold, content, or send mode at any time.
• Delete campaigns you no longer need.
• View per-campaign stats: emails sent, clients rebooked, conversion rate.

Summary stats

The top of the page aggregates across all campaigns:

• Emails Sent total.
• Clients Rebooked count.
• Conversion Rate percent of emailed clients who rebooked.

Tips

• Start with one campaign targeting Lapsed clients around 30 days. That's typically the highest-value segment.
• Use Flag Only mode if you want to review each client before reaching out.
• Personalize emails with first name and last visit date for better response rates.
• Avoid overlapping campaigns that target the same clients at similar thresholds.