Smart Campaigns
Put your follow-up on autopilot
Smart Campaigns are automation and workflow boards that send the right text or email at the right moment, so reviews get asked for, quiet customers come back, and no opportunity goes cold while you are out on a job.
How Smart Campaigns Benefit Your Business
Most service businesses have one marketing plan: hope the phone rings. Meanwhile the customer you served last spring has forgotten your name, the estimate you sent in March is still sitting unanswered, and your happiest customer was never asked for a review. Smart Campaigns turn those moments into automations. You build a board once, decide who enters it and what they receive by text or email, and it runs in the background. Reviews get requested while the work is fresh, lapsed customers get a nudge, seasonal work gets booked before your competitors call, and every message goes out whether or not you remembered.
Build It Once
Automation and Workflow Boards
Set the board up once, then let it run.
A flow you can see: Name it, pick the trigger, choose the channel, write the message, target it and review, step by step down the board.
Live preview as you build: See the text exactly as the customer will get it before it ever goes out.
Runs without you: Once it is live it keeps working through the busy weeks and the quiet ones.
Both Channels
Text and Email, Written Once
One campaign, whichever channel suits the message.
Text and email side by side: Set up both channels in the same campaign instead of running two systems.
Personalized automatically: Drop in the customer name, your tech name and your company name as variables.
Branded and previewed: Check the email exactly as it will land, with your branding on it.
Right People
Target the Right Customers
Send it to exactly who should get it, and nobody else.
Filter by tag: Include and exclude customer and job tags to build the audience you want.
See who is in it: Review the actual customer list before the campaign goes anywhere.
No blanket blasts: The right offer to the right segment beats messaging everyone and hoping.
Put It To Work
What You Can Run With It
The same board, pointed at whichever job needs doing.
Review generation: Ask for the review while the work is still fresh in their mind.
Reactivation: Reach the customers who have not booked in a while, before they forget you.
Sales pipelines: Keep leads and open estimates moving instead of quietly going cold.
Seasonal campaigns: Line up spring and fall work before the phone starts ringing.
Birthday campaigns: Small personal touches that keep you front of mind all year.
Wrap Up: Why Use Smart Campaigns
Smart Campaigns are the difference between marketing you mean to do and marketing that actually happens. Build the board once and reviews, reactivation, seasonal offers and pipeline follow-up all run themselves, by text or email, in your voice, to the customers you picked. It is the cheapest growth in the platform, because every message goes to somebody who already knows your work.
