Automatic emails keep you top of mind, so customers come back to you instead of the next ad they see: thank-yous and review requests after a job, rebooking reminders, welcomes for new customers and win-back messages for customers who have gone quiet.
Email campaigns now use the new campaign builder, with ready-made recipes and many more triggers than before. The full step-by-step guide, with every trigger and when to use it, is Custom Campaigns: Put Your Follow-Ups on Autopilot From Your First Customer.
The short version
Click Settings, then Communication, then the Custom Campaigns tab.
Click Add New Campaign.
Click Start from a recipe and pick one, such as Post-job check-in or Win back quiet customers, or start from scratch and choose what starts the campaign.
Click each Send email step to write the subject and message. Merge fields add the customer's name, your booking link and more, and Write with AI helps with the wording.
Click Save and set live.
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