Campaigns

Campaigns help you customize and send communications to your customers to increase appointments in your shop.

Select the Marketing icon on the left-side navigation bar. Select Campaigns.

Select the + New Campaign button.

There are two types of campaigns you can create: Automated and One-Time. Select your Campaign Type and your Campaign Method.

add automated or one-time campaign and select campaign method

Check out our help article CRM Essentials: Set Up an SMS Marketing Number to learn more about campaigns delivered through SMS.

Automated Campaigns

Create a campaign that can send messages automatically to your customers.

Build an Automated Campaign

Create different types of automated campaigns to boost appointments in your shop.

Use the Canned Service Reminder to remind customers about common recurring canned services in your shop (e.g. Oil Changes)
Use the Deferred Service Reminder to target customers who have previously declined services on past invoices

For this automated campaign example, we will build a Canned Service Reminder.

canned service reminder automated campaign

When building an automated campaign, select your settings and customize the message on the right side of the menu.

customize options on canned service reminder automated campaign

Customize your campaign options:

Campaign Title: Give your campaign a name
Canned Service Reminder: Select the parameters of your campaign including the specific canned service this campaign is targeting and the time frame after that invoice was fully paid that the automated reminder will be sent
- For a Deferred Service Reminder automated campaign, this is where you will select your automation rules
Subject Line: Add a subject line to grab customer’s attention and let them know what your message is about
Message: This is the body text of your campaign
Button: Include a button in your campaign to direct customers to a specific webpage (e.g. a booking page to schedule their appointment)
Button Text: This is the text that will appear on the button
Button URL: The URL the customer will be directed to when selecting the button

View a preview of what the customer will see on the left side of the menu.

preview canned service reminder automated campaign

One-Time Campaigns

Set up a one-time campaign to send a non-recurring message to all customers or a specific set of customers.

Build a One-Time Campaign

When building a one-time campaign, select your campaign options and customize the message.

Customize your campaign options:

Campaign Title: Give your campaign a name
Message: This is the body text of your campaign. Add this directly in the preview on the left side of the menu
Button: Toggle on to include a button to a direct URL (e.g. website, appointment scheduler, etc.)

One-Time Campaign Custom Audience

Choose a specific set of customers to receive the promotional email or company announcement. Select Create Custom Audience.

Select the dropdown to create a filter for the custom audience. Complete any additional information for that filter.

The number of customers included in that filter will show in the top right corner of the audience section. Select View to see customer names and emails on that list.

Select + Add to include additional filters.