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Custom Text (SMS) Campaigns

Automatic texts customers actually read: check-ins, review requests and win-backs. Now built on the new campaign board.

Written by Tiffany Hayden

Texts get read within minutes, which makes them the fastest way to get a review, a reply or a rebooking. Text campaigns send them automatically at the right moment: a check-in after the job, a nudge on an unbooked request, a win-back for customers who have gone quiet.

Text campaigns now use the new campaign builder, where texts and emails work together in one sequence. 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.

Texts go out from your Servgrow business number, so 2-Way Text needs to be set up and approved first. See Setting Up 2-Way Text Messaging.

The short version

  1. Click Settings, then Communication, then the Custom Campaigns tab.

  2. Click Add New Campaign.

  3. Click Start from a recipe and pick one, such as Post-job check-in (a text first, then an email), or start from scratch and choose what starts the campaign.

  4. Click each Send SMS step to write the text. Keep it short and end with a question; the preview shows how many segments it uses.

  5. In Exit rules, turn on They text you back so the campaign stops as soon as a customer replies.

  6. Click Save and set live.

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