Pick customers, start from a template, and turn on reminders for day 7 and day 14. Reminders stop once someone clicks or completes.
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Select customers on the Customers page and continue in the campaign builder, or create a campaign first and add contacts later.
Select up to 500 customers. Anyone marked as opted out is left out.
38 customers selectedName the campaign and pick SMS, email or both.
Service follow-up · BothStart from a template or write your own with your customer’s name, your business and the review link.
{customer_name}Send immediately or after 1 hour, 2 hours, 4 hours or 1 day, and choose whether to send reminders.
2 hours · Day 7 · Day 14Check the preview with a sample customer, then queue it or save it as a draft.
Queue for 38 customers
After the job is done
Select the customers you saw, choose Appointment Follow-up and set a delay. Each person gets a message with their own name and your review link.
Template defaults as they appear in the builder. Every field can be edited.
Start from a template
A template fills in the channel, the message and the timing for you. Change any of it before you launch.
Keep it going
Every campaign has its own page with sent, opened, clicked and completed counts, a conversion funnel and each contact’s status. Pause it, or add more contacts.
Pick the channel for each campaign.
Change the SMS, the email subject and the body. Email supports HTML.
Immediately, or 1 hour, 2 hours, 4 hours or 1 day after contacts are added.
Reminders on day 7 and day 14, with an optional separate message for day 14.
Opt-outs and your re-ask window are checked before each message.
Sent, opened, clicked and completed, plus each contact’s status.
Campaigns send after the delay you choose; they can’t be set for a specific date and time. To send one request at a set time, use Schedule for later on a single request. Every message counts against your plan’s monthly SMS and email allowance.
Not at the moment. Campaigns send immediately or after a delay of 1 hour, 2 hours, 4 hours or 1 day. If one request needs to go out at an exact time, use Schedule for later when you send a single request.
Turn on the reminder drip and customers get a reminder on day 7 and another on day 14. Reminders stop once the customer clicks the link or completes the request. You can write a separate day 14 message or reuse the day 7 one.
Post-Visit Review, Appointment Follow-up and Customer Re-engagement. Each one fills in a channel, a message and a delay that you can change.
Up to 500 when you launch from selected customers. You can add more later on the campaign page, one at a time or by pasting phone numbers.
No. Opted-out customers are left out when you select them, and opt-outs and your re-ask window are checked again before each message is sent.
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