Email Campaigns for Booknetic

Send targeted email campaigns to your Booknetic customers — with segmentation, templates, queueing, retries, logs, and a built-in suppression list.

If you’re running a busy booking business, “sending an email” isn’t the hard part — sending the right email to the right customers at the right time is.
Email Campaign for Booknetic adds a full campaign system inside your Booknetic admin panel so you can run announcements, seasonal promos, re-engagement flows, and customer updates without exporting lists or relying on external tools.

Why you’ll use it

Target the right audience

Pick from ready-made segments like:

• Customers who booked in the last 7/30/90 days

• Customers with upcoming appointments in the next 7/30 days

• First-time customers, repeat customers (3+ appointments)

• Inactive customers (90/180 days) with history

• Customers with canceled/rejected appointments recently

• All customers with an email address

Then narrow down with advanced filters (service, location, status, minimum appointments, suppression exclusions).

Send safely with queue + retries

Campaign sending is built for real-world reliability:

• Recipient list is snapshotted before sending (so results stay consistent)

• Emails are processed in batches of 25

• Automatic retry policy with backoff:

  • 1st failure → retry after 120 seconds

  • 2nd failure → retry after 240 seconds

  • 3rd failure → permanently failed

• A runtime lock prevents overlapping queue runs

• Works with Booknetic cron via bkntc_cronjob (processes up to 5 campaigns per tick)

Pause / Resume mid-send

Need to stop a campaign quickly?

• Pause instantly while queued or sending

• Resume anytime (returns to queued and continues)

Built-in templates (plus your own)

Start faster with 4 built-in, read-only templates:

• Re-engagement (90 days)

• Loyal customer offer

• General announcement

• Seasonal campaign

Create unlimited custom templates (editable & deletable), then use them to pre-fill subject/body for new campaigns.

Per-recipient logs + CSV export

Every recipient is tracked:

• pending / sent / failed

• attempt count

• last error message

• sent timestamp

Export up to 5,000 rows to CSV per campaign (campaign-{id}-logs.csv) when you need reporting or troubleshooting.

Suppression list (with double protection)

Maintain a “never email” list for compliance and customer preference:

• Add email + optional reason

• Idempotent add (duplicates ignored)

• Search by email or reason

• Checked twice:

  1. During recipient query (default exclude_suppressed = true)

  2. At send time (final safeguard)

What you can do inside Booknetic

1) Create a Campaign

Go to Booknetic → Email Campaigns → New Campaign and fill:

• Name (internal)

• Segment

• Subject (supports shortcodes)

• Body HTML (supports shortcodes)
  Optional:

• Template

• Filters (service/location/statuses/min appointments, suppression exclusion)

Important behavior: editing an existing campaign (when allowed) resets it to draft and clears its logs, so you always have a clean state.

2) Preview your segment before sending

Before you save or send:

• See total recipient count

• Browse a sample list (paginated, up to 200 per page)

• Verify filters are behaving as expected

3) Send Campaigns (manually or via cron)

Standard send:

• Click Send

• The add-on snapshots recipients into logs with pending

• If no recipients are found → campaign becomes failed

• Each trigger processes one batch of 25

Cron queue send:

• Hooks into Booknetic’s cron action

• Processes up to 5 campaigns each tick

• Handles batch progression automatically until completion

4) Test email (before going live)

Send a test email to any address (not required to exist in Booknetic).

• Shortcodes render using a dummy customer: Test Customer

• Test emails bypass suppression

• Requires the send permission

5) Manual one-off emails (outside campaigns)

Send a one-time message in two modes:

• Customers mode: search Booknetic customers and send using real data (shortcodes fully resolve)

• Freeform mode: paste raw emails (comma/semicolon/space/newline separated)

Manual emails respect suppression (suppressed addresses are skipped and counted).

Smart personalization with shortcodes

Use shortcodes in subject and body — resolved per recipient at send time:

• {customer_full_name} / {customer_name}

• {customer_first_name}

• {customer_last_name}

• {customer_email}

If a customer name is missing, full-name shortcodes safely fall back to the email address.

Campaign lifecycle (clear rules, no surprises)

Statuses:

• draft → editable

• queued → waiting for engine

• sending → processing batches

• paused → stopped mid-send

• completed → finished (at least one sent)

• failed → finished (0 sent, all failed)

Rules that prevent mistakes:

• Queued/sending campaigns cannot be edited or deleted (pause first)

• Completed campaigns cannot be sent again (duplicate to re-send)

• Duplicate campaign creates a fresh draft copy with no logs (great for A/B subject tests)

Dashboard analytics

A built-in dashboard helps you measure activity over time (default 14 days, max 90):

• Total campaigns

• Completed campaigns

• Total sent / failed / pending

• Daily sent chart

• Recent campaigns list (last 10)

SaaS-ready permissions & multi-tenancy

Designed for Booknetic SaaS environments:

• Tenant gate: email_campaigns

• Granular capabilities:

  • email_campaigns (view)

  • email_campaigns_create

  • email_campaigns_send

  • email_campaigns_delete

  • email_campaign_templates

  • email_campaign_logs

  • email_campaign_suppressions

All campaign data is tenant-isolated using a tenant_id column across tables.

Requirements

To send emails, you must have:

• Booknetic core plugin installed & active

• Email action for Booknetic workflows add-on active and configured

If the Email Workflow add-on is missing or deactivated, all send operations fail (campaign send, test email, manual email) and the UI prompts to activate it.

Installation details (safe activation)

Upload and activate like any WordPress plugin.

On first load, the add-on automatically:

• creates 4 database tables

• runs schema migration if needed

• seeds 4 built-in templates

• adds Email Campaigns menu item in Booknetic backend

Perfect for

• Announcements (policy changes, new services, new locations)

• Seasonal promos (holiday offers, limited-time discounts)

• Re-engagement (inactive customers with history)

• Retention messages (repeat customers, loyalty offers)

• Operational emails (upcoming appointment reminders as a campaign, special instructions, schedule changes)