Porter’s Marketing module gives shop owners and managers a powerful, easy-to-use tool to send SMS and email blasts to customers. Whether you’re promoting a flash sale, running a rebooking campaign, or just staying top of mind with your clients — you can do it all from the Marketing tab on app.getporter.io.
🚀 Creating a Campaign
Go to the Marketing tab in the left-hand menu
Click New Campaign
Enter a name for your campaign
Choose your channel: Email or SMS
🎯 Choose Your Audience
In the "To" section of your campaign setup, you can select from:
Pre-built segments:
All Subscribed Customers – everyone who has opted in
Active Customers – visit or request in the past 6 months
Inactive Customers – no activity in the past 6 months
Biggest Spenders – top 20% by total spend
Frequent Visitors – top 20% by total number of appointments
Or build your own custom segment:
Click "Build Custom Segment" to filter based on:
Total spend
Last appointment visit
Number of visits
Service type (tattoo, piercing, PMU, etc.)
Mailing list for specific service providers
You can combine any number of filters. Once ready, click Review, name your segment, and save it to use in your campaign.
🧑🎨 Design Your Message
For Email Campaigns:
Click Design Content to open the email template editor. You can:
Choose from saved or pre-built templates
Drag in content blocks like images, text, buttons, and more
Customize colors, fonts, and layout in the Body tab
Use the Images tab to pull in stock photos
Add personalization with variables like
{{ customer.first_name }}
For SMS Campaigns:
Use the quick text builder to:
Type your message
Add dynamic variables with
{}(e.g.{{ customer.first_name }})Add an image or link to your booking page
View the number of SMS credits the message will use (shown on the right)
⏰ Send Now or Schedule Later
Decide when your campaign should go out:
Send now to launch it immediately
Schedule it to go out at a later date and time
📊 Campaign Performance & ROI
Once you've sent a campaign, Porter tracks the full funnel — from delivery all the way through to revenue — so you can see exactly how each campaign is performing.
To view your campaign metrics:
Go to the Marketing tab
Click on a sent campaign to open its performance details
What you'll see for each campaign:
Delivery & Engagement
✅ Delivery rate — how many messages were successfully delivered
📬 Open rate (email only) — how many recipients opened your email
🔗 Click rate — how many recipients clicked a link in your message
Bookings & Revenue
📅 Bookings — the number of appointments booked as a result of the campaign
💰 Revenue — total revenue generated from those bookings
This means you can see the full picture: not just who opened your email, but who actually booked and how much they spent. Use this to double down on what's working and refine future campaigns.
💬 Tips for Best Results
Be brief and clear
Include your Porter booking link
Use personalization (first name, artist name, etc.)
Send at the right time – e.g., afternoons and early evenings