Email campaigns

An email campaign sends one email to a group of your own customers: for example your past customers, the leads who have not booked, or the realtors you work with. You design it in the same designer you use for your templates, pick who gets it, and press Send or Schedule.

Email campaigns are included in every plan. There is no add-on and no charge per email.

Nothing is sent until you make a campaign and press Send now or Schedule.

Make a campaign

1. Press Marketing in the menu.
2. Press New campaign.
3. If you have more than one branch, pick the Branch. The campaign uses that branch's name, address, clock and customers.
4. Pick how to start: - A ready-made email: six emails written for movers (seasonal discount, we still have your date, refer a friend, storage special, affiliate newsletter, past-customer thank you). - Write it for me: describe the email in one sentence, for example "10% off moves in January for past customers". The AI writes it in your company's words. You change anything before you send. - One of my templates: copies one of your email templates into the campaign. The template itself does not change. - Blank.
5. Press Make the campaign.

Every campaign has three steps along the top: 1 Email, 2 Who and from whom, 3 Test and send. Press Save whenever you change something.

Three kinds of campaign

When you make a campaign, pick its kind:

• One-time: one email to everyone in a segment, now or at a set time.
• Recurring: one email to each person as they newly fit the segment. For example, a "We still have your date open" email to each new unbooked lead. - It looks for new people as soon as they qualify (every few minutes, in sending hours), or every day, on weekdays, or once a week at a set time. - Each person gets it once. Tick Send it again to the same person after … days for something like a yearly moving-anniversary email.
• Drip: a series of up to 10 emails. Each person moves through it at their own pace, from the moment they join the segment. - Each email has a wait before it, in hours or days (up to 999 days), and can have its own time of day. - A person leaves when they finish, no longer fit the segment, book a move (Stop when they book a move, ticked unless you untick it), reply by email (Stop when they reply, ticked unless you untick it), or unsubscribe. A reply counts when an email from the person reaches your connected mailbox after their first email of the drip; automatic out-of-office answers do not count. The reply lands in Mail and on the order's conversation as usual. Each person goes through a drip once.

For recurring and drip campaigns, the people who already fit on the day you start are not emailed, unless you tick Also send to everyone who fits today. They run until you pause or stop them, or until their end date.

To change a running recurring or drip campaign, press Pause, make the change, then press Resume. People in the middle of a drip continue from where they are, with the new words.

1 Email

• Subject: press Subject ideas for three subjects the AI reads from your email. Press one to use it.
• Preview text: the gray line inboxes show after the subject.
• Designer: click any words in the email to change them, and add blocks from the left (heading, text, picture, button, columns and more). Variables show as chips, as in your templates.
• Change a color everywhere: press one of the colors in the row above the designer, then pick its new color. Every place that uses it changes.
• Pictures: click a picture to replace it. Big photos are made smaller by themselves when you upload them.
• Paste your own HTML: for an email designed somewhere else.

In a drip, the row above the email shows Email 1, Email 2 and so on. Press one to change it, set its wait, or press + Add an email.

A variable can have a word for when it is empty. Write it after a bar: [(${ORDER_CONTACT_FIRST_NAME|there})] writes "there" when the first name is missing, so the email never says "Hi ,". The variables are filled from each person's latest order that fits the campaign.

Every campaign email ends with a line that cannot be removed: why they got it, an Unsubscribe link and your branch's mailing address. The law requires both.

2 Who and from whom

1. Pick a segment: a saved group of customers. See Segments.
2. The count under it shows how many match, how many are left out and why, and how many will get the email.

The email comes from your branch's name. Replies go to your connected mailbox, so they show in Mail like any customer email.

3 Test and send

1. Read the red lines, if there are any. Each one says what to fix first, for example a button with no link.
2. Use the arrows above the email to see it as each person gets it.
3. Press Send me a test. The test goes to your own email. Its unsubscribe link does nothing.
4. Press Send now, or pick a date and time and press Schedule. For a recurring or drip campaign, press Start now, or pick a time and press Start then.

One person gets at most one campaign email every 3 days, across all your campaigns, so nobody is flooded. Someone who got another campaign recently waits their turn. Job emails never count, and a drip's own emails keep their own waits. You can change the number of days in Marketing email settings.

Campaigns go out only in your sending hours (8:00 AM to 8:00 PM on the branch clock unless you change them). A time outside those hours moves to the next morning, and the screen says so.

While it sends, and after

Open the campaign from Marketing › Campaigns to see:

• how many were sent, delivered, opened and clicked, and how many unsubscribed, bounced or marked it as spam;
• the top links, and phone or computer;
• every person, filtered by what happened.

Apple Mail opens some emails by itself, so opens look higher than they are. Clicks are the surer number.

• Pause stops it for now. Change the email if you need to, then press Resume. Only the people who have not got it yet see the change.
• Stop ends it for good.
• Resend to people who didn't open makes a new draft for the people who did not open the first one. Give it a fresh subject.
• Duplicate makes a copy to send again.
• Copy to other branches (when you work in more than one branch): tick the branches and press Copy. Each branch gets a draft with the same email(s) and settings, sent from that branch's own name and address with its own footer. Its segment is that branch's segment of the same name, or a new one with the same filters. Check each draft, then send it. A resend to people who didn't open stays in its own branch.

A campaign pauses by itself if more than 5 in 100 emails bounce, or more than 1 in 1,000 people mark it as spam. The reason shows on the campaign. Check the list, then resume it.

Moves booked from a campaign

On the campaign's results, Booked moves and Booked revenue show what the campaign brought in, with clicks and opens apart, for example "$18,400.00 booked: $11,200.00 after a click, $7,200.00 after an open". Revenue per 1,000 emails lets you compare campaigns of different sizes. The Booked column on Marketing › Campaigns shows the same for every campaign.

A move counts for a campaign when:

• the person clicked or opened one of its emails, and
• their order was first booked within 10 days after that click or open, in the same branch, with the same email address.

An order that was already booked before the email went out never counts. A move counts once: if several campaigns could claim it, the latest click wins, and with no click the latest open.

The amount is the booked estimate while the move is ahead, then the final bill once the job is done. A move cancelled after booking counts $0.00.

New leads counts the quote requests that came from the campaign: someone pressed a link in the email to your website and sent a quote request from one of your MoveBoard forms there. Links to your own website carry the campaign by themselves (they get utm_source=email, utm_medium=campaign and the campaign's number), so your website's forms remember it for 30 days, as they do for ads. A lead counts once, for the campaign whose email it came from. If your website's cookie banner asks visitors first, a visitor who declines is not counted.

Press Booked moves to see each move. If one clearly came from somewhere else, press Unlink, write a short note (for example "They found us on Google") and press Unlink again. The move then counts for no campaign, and the totals update.

With your workflows

Workflows and campaigns work together (Settings › Communication › Workflows):

• Start drip campaign puts the customer of an order into a running drip, for example right after the estimate is sent.
• Stop campaigns for this person takes them out of every running campaign, for example when they book by phone.
• Opened or clicked a campaign (under Only if) lets a workflow act on people who showed interest, for example a call task for everyone who clicked your spring offer.

Workflow emails are about one order and never count toward the limit of one campaign email every few days.

On the order

On an order, the small megaphone next to the customer's email opens Marketing: the campaigns this customer got, whether they opened or clicked them, and whether they get your campaigns. When a customer asks, anyone who can open the order can press Unsubscribe from campaigns there. Emails about their move keep going. Campaign emails never show in the customer's conversation; their replies do.

Ask Ed

Ed can tell you how your campaigns did, how many moves each one booked (if you may see booked revenue), and how many people each segment reaches. Ask him to draft a campaign, for example "a campaign for past customers about our January discount", and he gives you a link to a new campaign already filled in. You check it and press Send. Ed never sends a campaign himself.

Who can use it

Three permissions, set for each person in Users & permissions:

• Can see Marketing: the Marketing menu, every campaign and its results, segments, and the Do-not-email list.
• Manage campaigns: make, schedule, send and pause campaigns and segments, change Marketing email settings, and resubscribe someone.
• See booked revenue: the moves booked from each campaign, their revenue, and Unlink. Can see income report works too.

Administrators always have all three.