> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/marketing/auto-email-campaigns.md).

# Auto Email Campaigns

## Wish your clients a Happy Birthday, tell them how much you miss them, remind them they’re running low on their favorite product(s), and thank newbies for coming in to see you. Your Auto Email Campaigns provide you with the ability of doing that all!

**How to set up your Auto Email Campaigns:**

{% stepper %}
{% step %}

## Start in SalonInteractive

Click the **Boosters** tab > **SalonInteractive** at the top of your software.
{% endstep %}

{% step %}

## Open Email Automations

Select **Email Automations** under the Client Connect drop-down.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/njpVlyoAqwVItsvOSI2c/image%20png%20Mar%2010%202025%2007%2015%2057%202022%20PM.png)

![](https://support.rosysalonsoftware.com/hubfs/Knowledge%20Base%20Import/rtaImage-Aug-19-2022-12-37-04-76-PM)
{% endstep %}

{% step %}

## Select an Auto Email Campaign

Select the Auto Email Campaign you'd like to set up by clicking the **Set Up** button.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/OcniyimutdeeiaaBnNUV/image%20png%20Aug%2028%202024%2010%2026%2023%205432%20PM.png)
{% endstep %}

{% step %}

## Customize the email

In the slide out menu, click **Customize email**.
{% endstep %}

{% step %}

## Choose a template

Next, you’ll see the edit view for the current template. To choose another template, click **Choose a template**.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/gmw35obRVWluIFGSY81q/image%20png%20Aug%2028%202024%2010%2028%2030%204116%20PM.png)
{% endstep %}

{% step %}

## Select a template

Locate a template you’d like to use and click **Select**.
{% endstep %}

{% step %}

## Change the template

A pop-up will ask if you want to change the template. Click **Change template**.
{% endstep %}

{% step %}

## Edit the email

Next, you’ll see the new template where you can make edits. Edit the subject line as desired to the subject line and body of the email.
{% endstep %}

{% step %}

## Set advanced options

Click **Advanced options** to change the timing of your automation or edit the sender's name.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/AjaMuvxF02c8qNwUakaL/image%20png%20Aug%2028%202024%2010%2030%2035%206439%20PM.png)
{% endstep %}

{% step %}

## Review email tips

For best practices to help ensure the best possible success for your email automations, click the **Want some email tips?** link in the top right corner.
{% endstep %}

{% step %}

## Continue or save your work

When done with your edits, scroll down and click **Next**.

{% hint style="info" %}
You can also take a break from creating your automation at any time. Click the **Save** and exit button and pick up where you left off later.
{% endhint %}
{% endstep %}

{% step %}

## Preview and test your email

Preview your email for both **Desktop** and **Mobile** and send a test.
{% endstep %}

{% step %}

## Activate the automation

When you’re happy with how your email automation looks, click **Activate**.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/3zQlvaLqw2BzVeotPyCO/image%20png%20Aug%2028%202024%2010%2034%2005%203586%20PM.png)

This automation will remain active until you change the status to inactive.
{% endstep %}
{% endstepper %}

To edit or deactivate an already active Auto Email campaign, click the **...** by the campaign.

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/0zHaneRVahwzhwiUuc9B/image%20png%20Aug%2028%202024%2010%2035%2014%208357%20PM.png)