Always stay 'top of mind' with your customers by using Servgrow's automated text 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 text campaigns to:
Increase reviews
Getting Referrals
Due for Service Reminders
Collecting Feedback
Upselling & Cross-Selling
Promotional Information
Customer Satisfaction
Sharing Care Tips
Maintain Connection - Always stay top of mind by sending custom text follow-ups.
and a lot more!
Customer text campaigns are found in Communication settings under custom campaigns. Go here to find them.
Read below to learn how to set up a custom text campaign.
Setting up a Custom Text (SMS) Campaign
This article will show you how to set up a custom text campaign. Setting up a custom text campaign consists of 6 parts.
Campaign Name
Trigger Event
Channel
Message & review
Target Audience
Review and Set Live
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 text campaign.
1. Campaign Name
Naming your custom 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 text 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 text to a customer once you click 'Job Finished'. There are two options for this trigger.
Option 1: Send text to customer X number of days, weeks or months after the trigger.
*All texts 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 text to the customer around 10 a.m., on 7/10/2023.
Option 2: [X] Send text 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 text to the customer.
Date/Time Trigger
The 'Date/Time' trigger will allow you to send an text 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 text.
Note: On some campaigns there could be a difference of -+15 minutes for deliveries of the text.
Once you have the trigger set, click 'Next' to move on...
3. Channel
Since we're setting up an text campaign, you'll want to select text.
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 text what you want to send the customer.
Subject line: You'll want to create a catchy subject line that reflects the message in your text.
Body text: This will be your main text 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 text.
For example: Wherever {{customer_first_name}} is used, the text will add the specific customer's first name. Each text will have the first name of that specific customer added.
Once your text 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 text 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 text Campaigns are not available for service plans visits