Always stay 'top of mind' with your customers by using Servgrow's automated email campaigns. Automatically follow up with customers after jobs when they might need service again, get referrals, get more reviews, to ask for feedback, and many other things that will help turn customers into customers for life.
Our Servgrow pros are using custom email campaigns to:
Increase reviews - (email template)
Getting Referrals - (email template)
Due for Service Reminders - (email template)
Collecting Feedback - (email template)
Upselling & Cross-Selling - (email template)
Promotional Information - (email template)
Customer Satisfaction - (email template)
Sharing Care Tips - (email template)
Maintain Connection - Always stay top of mind by sending custom email follow-ups.
and a lot more!
Setting up a Custom Email Campaign
This article will show you how to set up a custom email campaign. Setting up a custom email campaign consists of 6 parts.
Are you ready? Let's go!
First, let's navigate to the communication settings.
1. From the Main Dashboard, click the cogwheel icon to get to settings.
2. Navigate to Communications
3. Select 'Custom Campaigns'
4. 'Add New Campaign'
OK, now you're ready to customize a new automated email campaign.
1. Campaign Name
Naming your customer campaigns is important. Pro Tip: Try to name your campaign something unique to what you're sending the customer.
Type in your desired campaign name.
Once you have set your campaign name, click 'Next'...
2. Trigger Event
Sending rules will determine when to send the email after the trigger is initiated. As of now, sending triggers:
Note: We will be constantly adding new triggers. Please let us know which ones you would like to see added. 🚀
Job Finished
The 'Job Finished' trigger will allow you to send an email to a customer once you click 'Job Finished'. There are two options for this trigger.
Option 1: Send email to customer X number of days, weeks or months after the trigger.
*All emails will be sent at 10 a.m. local time.
Example: Send [2] [months] after the job was finished. If the job was finished on 5/10/2023, this campaign will automatically send an email to the customer around 10 a.m., on 7/10/2023.
Option 2: [X] Send email to customer immediately after the job was finished.
Example: Send immediately after job was finished. Immediately after the job is finished, this campaign will automatically send an email to the customer.
Date/Time Trigger
The 'Date/Time' trigger will allow you to send an email to a customer on a specific day and time.
For the Date/Time trigger, you'll simply add the date and time you would like to send the email.
Note: On some campaigns there could be a difference of -+15 minutes for deliveries of the email.
Once you have the trigger set, click 'Next' to move on...
3. Channel
Since we're setting up an email campaign, you'll want to select email.
Click 'Next' to move on...
4. Message & review
Make sure to click in the message area to activate the preview.
This stage is where you'll create the email what you want to send the customer.
Subject line: You'll want to create a catchy subject line that reflects the message in your email.
Body text: This will be your main email message to the customer.
You can use links and other variables to make sure your message is customized to each customer.
Variables: Variables will replace information with specific information about the customer being sent the email.
For example: Wherever {{customer_first_name}} is used, the email will add the specific customer's first name. Each email will have the first name of that specific customer added.
Once your email looks good, click 'Next'...
5. Target Audience
In this section, you'll be able to select your target audience. By default, every customer will be included in the campaign but you have several options to filter out.
Excluding/Including customers
You can exclude customers individually, by unchecking the box next to their name.
You can exclude/include depending on customer tags. This is why tags are important when adding customers. See more on tags here.
PRO TIP: Customer tags play a big role in segmenting out your customers for specific custom campaigns.
For example, you can tag customers who have left your business a review with a 'Left Review' tag. Then, you set up a custom campaign to 'Ask for Review' and make sure to exclude customers with a 'Left Review' tag. Now, only your customers who haven't been tagged with 'Left Review' will be sent an email asking them for a review. BRIIIILLIANT!
6. Review
This is the last step, you'll review the campaign details and 'Save and set live' or 'Save as inactive'
Save as Inactive: This will save your campaign in the Custom Campaigns dashboard and it will be inactive. To start an inactive campaign, just open it up and go to 'Save and set live'.
Save and Set Live: This will save your campaign and make it active (live) immediately.
You can toggle campaigns inactive/active at any time.
To edit a campaign, just click on the campaign in the dashboard and select edit.
To view activity, click on the campaign and select activity feed.
Pro Tip: Skyrocket your reviews by creating a campaign to ask for a review immediately after a job. Add your review site link to direct them to the review platform you would like them to leave the review at.
That's it! Now start building those customers for life!
*Custom Email Campaigns are not available for service plans visits
BONUS: Email templates that have produced great results are listed below to help out 🚀
Email Templates
Below are email templates that have been proven to generate amazing results.
Increase Reviews
Trigger:
Audience: All, excluding 'Left Review' tag
When to send: Immediately after job is finished, 1 day after job is finished, 2 days after job is finished.
Note: Once a customer has left you a review, tag customer with 'Left Review' tag. This will prevent them from being sent an email asking for a review.
Note: You only need to edit the [Bold/Italic] parts of the email. Everything in {{ }} will be replaced with your customer name and company name. Even though this email has a high success rate, feel free to edit the email however you would like.
Subject: How Did We Do? Share Your Experience with {{company_name}}
Hi {{customer_first_name}},
We trust this email finds you enjoying your [Benefit(s) of your service you gave them] ! My name is [Your Name] and I'm the owner of {{company_name}}.
At {{company_name}}, we are always striving to offer the best service to our valued customers, and your feedback is integral to that process.
We would greatly appreciate if you could spare a few moments to leave a review of our service. Your insights not only help us improve, but also guide others in our community who are seeking trusted [Your Service(s)].
To leave a review, it's super easy and fast, simply click the link below:
[Insert Link to Review Page]
We understand how busy life can be, so please know that we appreciate your time. As a small, local business, your words truly make a difference.
Should you have any concerns or queries, do not hesitate to reply to this email. We're always here to ensure your total satisfaction.
Thank you once again for choosing {{company_name}} for your [Your Service(s)] needs. We look forward to hearing from you and serving you again in the future.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Getting Referrals
Subject: Share the Joy of [Service] with {{company_name}}
Hi {{customer_first_name}},
We hope this email finds you well and enjoying the [Benefit(s) of your service you gave them] we strived to provide with our recent [Service].
At {{company_name}}, our aim is to help as many people as possible enjoy the benefits of professionally [Service]. If you have friends, family, or colleagues who could use our services, we'd be honored if you would consider referring us.
As a token of our appreciation, for each new customer you refer who books a service with us, we'll provide you with [Discount/Gift] on your next [Service].
To refer someone, simply share our contact information or forward this email to them. We promise to provide them with the same high-quality service that you experienced.
Thank you once again for choosing {{company_name}} for your [Service] needs. We appreciate your support and look forward to serving you and your referrals in the future.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Due for Service Reminders
Subject: Time for a Refresh? Your [Service] Reminder
Hi {{customer_first_name}},
Can you believe it's been [6 months, 1 year] since your last [Service] with {{company_name}}? Time flies!
As you know, regular [Service] not only keeps your [Items Serviced] looking their best but also extends their lifespan and contributes to a healthier living environment. We recommend a [Service] every [6-12] months depending on usage and the specific [Service Items].
We would be delighted to schedule another [Service] appointment for you at your earliest convenience. As a valued customer, we're offering you [discount or offer] when you book your next service within the next [week, month].
To schedule your appointment, simply reply to this email or give us a call at [Your Contact Information].
Thank you for choosing {{company_name}} for your [Service] needs. We look forward to serving you again and helping you maintain a clean and fresh home.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Collecting Feedback
Subject: Share Your Thoughts on Your Recent [Service]
Hi {{customer_first_name}},
Recently, you entrusted us at {{company_name}} with your [Service] needs. Thank you for giving us that opportunity.
We believe your insights are invaluable in helping us ensure we are meeting, and hopefully exceeding, customer expectations. If you could take a quick moment to provide feedback on your experience, we would greatly appreciate it.
Your candid feedback not only helps us continually improve our service, but also assists others in our community who are seeking trusted [Service].
Please [click the link below/reply directly to this email] to leave your feedback:
[Insert Link to Feedback Form]
If you need any further assistance, or have any questions or concerns, please don't hesitate to reply to this email. We're always here to ensure your complete satisfaction.
Thank you once again for choosing {{company_name}}.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Upselling & Cross-Selling
Subject: Enhance Your Home with {{company_name}}'s Additional Services
Hi {{customer_first_name}},
Thank you for choosing {{company_name}} for your recent [Service]. It was a pleasure serving you.
Did you know that we are more than just a [the service you provided]? We offer a variety of services designed to make your home a better place to live. From [Service B] to [Service C], our team is dedicated to improving and maintaining the quality of your living space.
As a token of our appreciation, we would like to offer you a [percentage/dollar amount] discount on any additional service booked within the next [time frame].
To learn more about our comprehensive suite of services or to schedule an appointment, please reply to this email or give us a call at [Your Contact Information].
Thank you again for entrusting {{company_name}} with your [Service] needs. We look forward to helping you make the most of your home.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Promotional Information
Subject: Special Offer Just for You from {{company_name}}
Hi {{customer_first_name}},
Thank you for choosing {{company_name}} for your recent [Service]. It was our pleasure assisting you, and we’re always looking for ways to bring even more value to our esteemed clients.
In light of this, we're excited to share an exclusive promotion with you. For a limited time, we are offering [describe the promotion, e.g., 20% off your next service, a free consultation on an additional service, etc.].
This is a wonderful opportunity to experience more of our excellent services and get the most out of your home.
To take advantage of this offer, simply use the promotional code '[Promo Code]' when booking your next service or mention it when you call us at [Your Contact Information].
Remember, this special offer is valid until [end date], so don't wait too long!
Thank you again for choosing {{company_name}}. We look forward to serving you again soon.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Customer Satisfaction
Subject: Your Feedback Matters to {{company_name}}
Hi {{customer_first_name}},
Thank you for choosing {{company_name}} for your recent [Service]. Our goal is to deliver top-quality service that meets your complete satisfaction.
In order to continue improving, we rely on the valuable feedback from clients like yourself. If you could spare a few minutes, we would greatly appreciate your thoughts on our service.
Was there something we did particularly well? Anything we could do better? Any other suggestions or comments you may have? Please feel free to share your thoughts.
You can reply directly to this email or fill out our feedback form here: [Insert Feedback Form Link]
Thank you again for choosing {{company_name}}. We appreciate your business and look forward to serving you in the future.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Sharing Care Tips
Subject: Care Tips from {{company_name}} for Your Recent [Service]
Hi {{customer_first_name}},
Thank you for choosing {{company_name}} for your recent [Service]. To help you enjoy the full benefits of our service, we'd like to share some useful tips to maintain the quality of our work.
[Tailor this part according to the service provided. For example, if it was a carpet cleaning service:]
Allow carpets to dry completely: Before moving furniture back onto the carpet or walking on it heavily, make sure it is completely dry to prevent any unnecessary staining or damage.
Vacuum regularly: Regular vacuuming can help maintain the cleanliness of your carpet, removing daily dirt and dust.
Spot clean immediately: If there's a spill, it's best to clean it immediately to prevent it from setting into the carpet. Remember to blot, not rub, to avoid spreading the spill.
Schedule regular professional cleaning: To keep your carpet looking its best, we recommend a professional cleaning every [6-12] months, depending on your carpet's usage and type.
If you have any questions about these tips or if there's anything else we can assist you with, please feel free to reply to this email or call us at [Your Contact Information].
Thank you again for trusting {{company_name}}. We look forward to continuing to serve your home maintenance needs.
Have an amazing day!
[Your Name]
[Your Position]
[Your Contact Information]
Maintain Connection
and a lot more!