Overview
Use one-time campaigns for specific events, like a one-day sale, or automate your marketing with drip campaigns. Drip campaigns send messages automatically based on customer activity, stopping when conditions no longer apply or a set date arrives. This saves you time and ensures your marketing communications are timely and effective.
Make sure you're viewing the correct Marketing Pro content
This article is for Marketing Pro v2. If you are using Marketing Pro, see Marketing Pro for content specific to your experience.
You can check your version following these steps:
Go to the navigation bar and click Marketing
.If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.
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).
Create a campaign
Go to the navigation bar and click Marketing
.In the side menu, click Campaigns > Campaign Manager.
On the Campaign Manager screen that opens, click Create Campaign > Pro Campaign.
After you create the campaign, add the campaign goal, tracking number, and audience. Then proceed to the Content section.
Click Add Content.
Follow the steps in the following sections to create a one-time campaign or automated campaign.
Create one-time campaigns
Select a Launch Date to set a date for a trigger start. The Set Date option is selected by default.
Note: You can launch the campaign immediately, later the same day, or at a later date and time.
When finished, click Save.
Create automated campaigns
Create automated campaigns to send the right message to the right customer at the right time. You can set up rules to trigger the campaign based on specific actions, like signing up for a service or having an unsold estimate. This helps keep your campaigns relevant and boosts engagement.
To automate a campaign:
Click Condition to set the trigger start for the automated campaign.
Note: The Added to Audience condition is selected by default and cannot be changed. Customers are automatically enrolled in the campaign when added to the selected segment.
Select a Retention Audience to apply this condition to its customers.
Tip: Click Manage Retention Audience to create or update retention segments as needed.
Choose the roles to receive campaign content. Options include:
Account Primary Contact: The main point of contact for the entire account.
Location Primary Contact: The main point of contact for a specific location.
Other roles: Includes contacts responsible for specific tasks or communications within the account.
Select a trigger to stop sending this sequence in the Send Sequence Until dropdown. Options include:
No Trigger: The campaign will continue until a customer no longer qualifies for the segment or unsubscribes.
Specific Date: The campaign will continue until the stop date.
When finished, click Save.
