Creating segmented client lists for targeted marketing – OPUL

Understand your clients

OPUL® dashboards help you quickly review your key reports to understand your business.

With insights and reporting, you can see what your clients are getting done, how often they’re returning, and which providers they’re seeing.

Key reports: Sales by Brand, Sales by Staff, Sales by SKU, Patient Reports, Loyalty Dashboard (if enabled).

Build segmented lists

By segmenting your clients, you can send emails to directly target key products, exciting new offers, or re-engage with clients you haven’t seen for a while.

Once you build your lists, simply export your CSV files to use in your email marketing tool.

Create personalized marketing campaigns

Now, use your insights to create personalized messaging and unique offers built around the insights you gained from your reports.

Here are some great ways to use OPUL reports to create your personalized campaigns:

Encourage clients to redeem unused rewards:

- Open your Loyalty Dashboard to begin building your segments.

- Identify clients with unredeemed rewards and create your downloadable list.

- Filter by expiration date to create urgent messages for upcoming expirations.

- Target specific rewards with personalized content.

- Create your campaigns to encourage clients to come in to redeem.

Promote complementary products and services:

Open your Patient Reports to begin building your segment.
Identify clients who have received specific products and services in the past.
Create campaigns to promote complementary products and services.
Encourage clients to try new items and increase their overall spend at your practice.

Reach out to clients who haven’t been in for a while:

Use Patient Reports to download a list of clients who have not visited the practice for a while to encourage them to book an appointment.
Upload your list into your email marketing tool and provide the list to your front desk so they can follow up with the client with a phone call.

Import your client lists

Most email marketing tools and CRMs make it easy for you to import segmented lists of clients with CSV files.

To learn how, please view these guides to some common email marketing tools:

Contact your Customer Success Manager to learn more about how you can create targeted client lists to match your practices goals.

Have Questions? Contact OPUL Customer Support at

hello@OPUL.com or (925) 678-5377 for assistance

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