Growth Playbook - New Year's Campaign Strategies: From Resolution to Retention

Start the Year Strong with WellnessLiving Marketing

You’re not just managing a business — you’re guiding your clients toward their goals. WellnessLiving’s Marketing Suite gives you the tools to connect, personalize, and keep showing up for clients—even when you’re short on time.

Email marketing doesn’t replace connection—it ensures your business shows up for clients consistently, even when you’re busy serving them in real life.

Let's take a look at some campaigns that will set you up for success in the New Year.

New Year’s Campaign Ideas

To become the guide your clients are looking for this year, your marketing needs to coach, motivate, and support them from day one. That starts with launching the right campaigns to the right people.

Instead of sending one message to your whole list, focus on targeted messaging that speaks directly to each client’s journey. Group clients by whether they’re just getting started, need a push to come back or stay engaged, or are ready to refer others.

Here are a few types of campaign ideas that turn into real results:

Motivational Win-Backs – Gently re-engage clients who haven’t visited in a while
Lead Nurture Series – Help new leads become long-term clients
Challenges for Existing Clients – Boost retention with reward points for setting new goals
Referral Campaigns for VIP Clients – Turn loyal clients into advocates

You have everything you need to launch marketing campaigns that attract new clients and re-engage past ones.

Take a look at the Marketing Suite tools that drive real impact:

What It Is	Why It Matters
Campaign Templates	No need to start from scratch with saved templates to build on
Automations	Sends messages for you after visits, missed bookings, or purchases — so you don’t have to
Email + SMS	Reach clients by email and text, all in one place
Campaign-Level Reporting	Track open rates, replies, bookings, and more to see what’s working — and what to tweak next time
Client Groups	Reach out based on behavior, purchases, and membership type

Want to see more? Explore full Marketing Suite capabilities

Access the Marketing Suite by clicking on the App Drawer > Marketing.

Let’s go through what it would look like to put a Motivational Win-Back campaign together.

Motivational Win-Back Campaign

January is a natural restart moment. Clients who drifted away in the fall may be ready to return — they just need a gentle nudge. Don’t worry if you’ve never run a campaign before — this one’s designed to be simple and supportive.

Tactics:

Create a Client Group for clients who have been inactive for 30–90 days
Plan an Email & SMS campaign around your New Year motivational offer
Follow up with motivational client stories that highlight success
Keep them engaged with interest-based content and offers

From Campaign to Results

Here’s how FlowState Yoga Studio ran a January win-back campaign using a simple, supportive re-engagement flow.

The Business: FlowState Yoga Studio, a mid-sized urban studio with lapsed members and inactive class pass holders.
The Goal: Re-engage clients and rebuild attendance after the holidays with a Win-Back Campaign for Inactive Clients.

Their Story

FlowState Yoga Studio launched a January win-back campaign designed to welcome inactive clients back without guilt or overwhelm. Instead of calling out missed time or expired memberships, the campaign reframes returning as a fresh start.

Clients are invited to come back for just three classes over two weeks, reinforcing that reconnecting doesn’t require starting over — just showing up once. A win-back campaign that removes guilt and restores belonging will outperform one built on discounts or urgency alone.

The Campaign Breakdown

Here’s how their email and SMS flow played out over three phases.

Phase 1: Kickoff Week 1	Phase 2: Encouragement Week 2	Phase 3: Final Push End of week 2
Email: A warm, empathetic email acknowledging how easy it is to fall out of routine. Always include a booking link for easy booking.	Email: Highlight the number of returning clients coming back for their first class, normalizing re-entry and lowering the emotional barrier to action.	Email: Prompt action from hesitant clients by introducing a limited-time incentive, while still reinforcing that returning doesn’t require full commitment.
SMS: January is a great time to ease back into movement, we’d love to welcome you. Your mat is always here. Book a class! [ClientWebAppUrl]— FlowState Yoga 💛	SMS: We’re seeing familiar faces return for their first class this week. Stop thinking about it, you’d fit right in. Book now! [ClientWebAppUrl] — FlowState Yoga 💛	This week only, enjoy 15% off* your next class or pass with code NEWME! Even one class counts — book by [Expiry Date.]* [ClientWebAppUrl]— FlowState Yoga 💛
Why it works: The focus is reassurance and removing emotional friction with one clear CTA.	Why it works: Reduce hesitation by showing that others are returning too. This phase is about social proof and emotional safety.	Why it works: Clients are guided toward an easy next step — booking a class or reactivating a pass — with a discount.

Set up your Campaign in WellnessLiving

Let’s start by setting up your email campaign.

Open the Marketing Suite – Open the App Drawer, then click Marketing.
Scroll down to Quick Actions – Choose Send email campaign.
Choose Your Audience – Choose to send your message to All Clients, or Specific client groups based on purchase behavior, or recent visits (e.g., clients who have not visited in 30 days) or more.
Choose when to send – Decide to send the campaign now, or schedule it for later.
Create Your Message – Start with an existing template, or choose to create your email with the simple editor or visual editor. Use Email variables like [ClientWebAppUrl] to send clients directly to the Client Portal where they can book.
Review & Send - Once you’ve written your message choose to Review & Send or Review & Schedule.

Next, we’ll set up your SMS message.

Open the Marketing Suite – Open the App Drawer, then click Marketing.
Scroll down to Quick Actions – Choose Send SMS campaign.
Choose Your Audience – Choose to send your message to All Clients, or specific client groups based on purchase behavior, or recent visits (e.g., clients who have not visited in 30 days) or more.
Create Your Message – Start with an existing template, or write your text message from scratch. Use SMS variables like [ClientWebAppUrl] to send clients directly to the Client Portal where they can book.
Review & Send – Once you’ve written your message hit to Review & Send to proof read and send your message.

For more tips on SMS campaigns check out Text to Win: Your Guide to SMS-Driven Growth!

Track Your Campaign Success

Marketing is about what happens next. Start with just one or two key stats — like open rate or click rate. To improve results and grow your business over time, track how your campaigns perform in your Marketing Campaigns Report.

Track your campaign’s performance by clicking on the App Drawer > Reports > Marketing > Marketing Campaigns.

Don’t aim for perfection — aim for progress. Even small insights can lead to better results with your next message. Whether you’re using email, SMS, or both, Marketing Suite makes it easy to measure impact in real time and adjust based on what’s working.

✅ Key Metrics to Watch in the Marketing Campaigns Report

Not sure what your numbers mean? Each stat gives you insight into what’s working—and what to adjust.

What To Track	Why It Matters
Open Rate (email)	Helps you see if your subject lines are working or need a refresh
Click Rate	Shows how compelling your content + call-to-action is
Response Rate (SMS)	Lets you know if clients are paying attention and taking action
Bookings or Conversions	The ultimate sign that your message drove real action
Unsubscribes	Helps you fine-tune your message timing, relevance, and style.

You also have access to contact-level insights to see how individual clients engage with messages. Review the stats to measure your overall campaign performance and identify how each step contributes to the results.

Tracking performance is about testing different strategies and learning from the results. Keep building on your wins to become a more effective, trusted guide to your clients.

Keep the Momentum Going

Helping clients kick off the new year strong is just the beginning. Showing up with the right message at the right time can make all the difference for your business in 2026. Extending your marketing campaigns with automations takes things to the next level.

Your clients don’t stop needing support in February — and with Marketing Suite, your follow-up won’t stop either.

WellnessLiving’s new Marketing Suite is launching soon, giving you even more ways to support your clients year-round — with smarter automations, deeper personalization, and effortless campaign management built right into the platform.

Stay tuned. We’re building tools that help you build long lasting relationships with your clients.