Marketing CRM & planning calendar
An in-house CRM for sending offers to guests who agreed to hear from the group, plus a shared planning calendar of UK events, bank holidays and venue nights with prep reminders for the whole year. Contacts, segments, campaigns, an unsubscribe page and team roles — on the same database as the booking system.
What it does
- Contacts from table and room bookings, each with its source, consent, and whether they’re local or visiting.
- Campaigns aimed at a segment, sent from the group’s own domain, each with a one-click unsubscribe.
- Planner: UK events, bank holidays and venue nights on one calendar for the whole year, with prep reminders shown to everyone and emailed to each team member.
- CSV import for lists collected elsewhere, and three roles — admin, manager and marketing — so not everyone can send to everyone.
Decisions
Platform first, contacts second. Nothing was imported until consent recording, unsubscribe handling and roles were in place, so no address ever sat in a system that couldn’t honour an opt-out.
Sending is segmented by area and spread over days in batches, which keeps the group inside the email provider’s free sending allowance rather than paying for a bigger plan to send one campaign.