Overview
Learn the requirements to successfully send different types of content from your marketing campaigns. Understanding these requirements helps ensure your campaigns reach your intended audience.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Direct Mail campaigns
To send direct mail, the customer profile must:
Have a valid address.
Not have either the Do not mail or Do not service checkboxes selected on the Edit Customer screen.
Email campaigns
To send emails, the customer profile must:
Have a valid email address that is not on the email suppression list.
Have Marketing Updates selected on the Edit Contact Methods screen.
Not have any of the following options selected on the Edit Customer screen: Do not mail, Do not service, or Do not send promotional marketing emails.
For Marketing Pro v1 only, you must also:
Have the Opted In tag if Double Opt-In is enabled in Settings > Marketing Pro > Marketing.
Not have the Email Dormant tag if Opt-Out Message is enabled and Auto-suppress dormant emails is selected in Settings > Marketing Pro > Marketing.
SMS Text Message - Transactional Campaigns
To send transactional SMS text messages with Marketing Pro, the customer profile must:
Have a mobile phone number.
Have both the Marketing Updates and Job Notifications checkboxes selected for that number on the Edit Contact Methods screen.
Not have either the Do not mail or Do not service checkboxes selected on the Edit Customer screen.
To send transactional SMS text messages without Marketing Pro, the customer profile must:
Have a mobile phone number.
Have Job Notifications selected for that number on the Edit Contact Methods screen.
Neither the Do not mail nor Do not service checkboxes selected on the Edit Customer screen.
SMS Text Message - Marketing Campaigns
To send marketing SMS text messages, the customer profile must:
Have a mobile phone number.
Have Marketing Updates selected for that number, and the Marketing SMS Opt-In status set to Opted-In on the Edit Contact Methods screen.
Note: Only your customers can set their opt-in status for marketing SMS text messages.Not have either the Do not mail or Do not service checkboxes selected on the Edit Customer screen.