The Marketing tab shows where your clients come from, then reads your own customers, pets and booking history and turns them into campaign ideas and drafted emails with the recipient list already worked out. Inside the tab it is titled Marketing Ideas.

Deep link: https://business.petboost.com/reporting-and-intelligence?tab=marketing

Petboost does not send marketing email for you. Every email template opens in your own mail client with the draft in it, for you to read and send.

The analysis runs against the date range you have selected, so run it again after you change the range.

Where clients come from is the first section of the results. It shows which link or site each booking in the date range came from.

The four figures at the top are:

Sources lists each source with its new clients, bookings, revenue and Booked again. Booked again is the share of new clients from that source with another visit within 60 days of their first, including visits already booked ahead. Cancelled bookings are left out of every figure.

New clients by week shows when those clients first visited, split by source. A date range longer than 92 days shows months instead of weeks.

If no conversion IDs are set on Branding, the section shows Running Google or Meta ads? with a Set up conversion tracking button. See Conversion tracking.

When a client books online, Petboost records the first of these that applies:

A client who opens your booking page first keeps that source when they select a booking button there. If they arrive at your booking page with nothing to say where from, the booking shows as Booking page.

Bookings your team makes show as Booked by your team. Online bookings with none of the above show as No source recorded, and so do group class bookings. A booking only carries a source if one was recorded when it was made, so older bookings show as No source recorded unless they came through a campaign link.

Campaign Ideas are things to do outside Petboost: a social post, a flyer, a promotion, a phone call. Each card explains the idea, who it is aimed at and why your data suggests it. Select one to open it in full, with the customers it applies to.

Filter them by category: Customers, Pets, Seasonal, Geographic, Services, Team and Community, or leave it on All.

Ideas you can expect to see include recognising your top spenders, reconnecting with customers who have not visited in months, pets with a birthday this month, your most common breed, asking your happiest customers for a Google review, nudging customers who visited but did not rebook, and filling your quietest day.

Ready-to-Use Email Templates are drafted emails with a recipient list attached. Each card shows who it would go to and what it says. Open one, read it, change what you want, and it opens in Gmail, Outlook or whichever mail client your computer uses.

Filter by Retention, Lifecycle, Health, Payment, Upsell, Booking or Appreciation.

Read every draft before you send it. The template is written from your data, and your voice is not in it until you put it there.

Pet Content Calendar holds around 240 pet awareness days with a marketing suggestion on each, and an iCal export so they land in your own calendar. Select Open Calendar.

Use it when you know you should be posting and cannot think what about.

Campaign URL Builder makes a link that tells you which campaign a booking came from. Give the campaign a name under Your Magic Identifier, such as your letterbox drop or your Instagram bio, choose what the link should open under Apply To, and copy the result.

Apply To offers three destinations:

Give each campaign its own identifier. A shared one tells you a booking came from marketing, which you already knew.

It does not send anything. It does not blast marketing email or SMS on your behalf, and it does not schedule a campaign.

To send an SMS to a segment of your customers, use Mass Text on Messages. See Bulk SMS: announcements and marketing. For reminders and receipts, which are a different thing entirely, see Notifications.