Segmented customer lists
Build campaign audiences from CRM context such as visits, packages, memberships, wallet activity and repeat behavior.
Campaign module
Run Targeted Customer Campaigns from Your Business CRM
Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.
Business outcomes
Use customer segments instead of sending the same message to everyone
Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.
WhatsApp Business API campaigns
Use approved WhatsApp templates for consent-aware customer messaging when the business and provider setup are active.
Offer and renewal follow-up
Promote packages, memberships, service reminders, product offers and win-back journeys without scattered spreadsheets.
Credits and campaign history
Keep paid channel usage, campaign records and customer communication context easier to review.
Connected workflow
Choose an audience, approved content and a clear campaign purpose
The module fits the daily sequence your team already needs to complete.
Choose the audience
Select customers by CRM, package, membership, reward, wallet, visit or business context.
Pick the campaign channel
Use approved WhatsApp Business API templates or email depending on business setup, consent and provider rules.
Send with controls
Review message content, credits and campaign details before sending communication.
Track follow-up context
Keep campaign history connected to customer records so teams know what was sent.
Practical uses
Plan relevant offers, reminders and reactivation
Package renewal campaign
Remind customers when prepaid sessions, memberships or wellness packages need renewal.
Festival or seasonal offers
Send service or product offers to relevant customer groups with controlled campaign records.
Win-back follow-up
Reach customers who have not visited recently with a relevant reason to return.
Product reorder prompts
Nudge repeat retail purchases from the same customer base used by storefront and billing workflows.
Campaign module in Yepsta
CRM-connected campaigns with approval and consent responsibilities
Businesses can create targeted campaigns from customer segments using enabled, approved communication channels while remaining responsible for consent and applicable platform rules.
Continue exploring
Connect this workflow to related modules and service businesses.
Notifications
Send connected transactional email and approved WhatsApp Business API notifications for appointments, orders, billing and customer updates.
Customer CRM
Keep customer profiles, visits, notes, packages, wallet activity, billing history and repeat-engagement context in one service-business CRM.
Retention
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
Loyalty
Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.
Salon software
See Yepsta in a salon operating workflow.
Spa software
See connected service, package and customer workflows.
Multi-location service brands
See how location-aware operations fit growing teams.
All Yepsta features
Browse the complete connected Business OS feature directory.
Campaign module FAQ
Campaign targeting and compliance questions
Can campaigns use customer segments? +
Yes. Businesses can select relevant customer groups based on available CRM context rather than messaging the full database indiscriminately.
Do WhatsApp campaigns require approved templates? +
Yes. WhatsApp Business API campaigns must use eligible approved templates and follow current provider and platform rules.
Who is responsible for customer consent and compliance? +
The business remains responsible for lawful consent, opt-outs, appropriate targeting and compliance with communication-channel requirements.
What can campaigns be used for? +
Common uses include relevant offers, appointment reminders, package renewals, service follow-up and customer reactivation.
Does Yepsta keep campaign records? +
Campaign setup and communication activity remain connected to the business workflow so authorised teams can review what was planned and sent.
See the workflow in context