Text broadcasts has been a game-changer for Servgrow pros, especially for those looking to boost their customer engagement. Whether it's sending promotional offers, updates, or reminders, you can reach hundreds or even thousands of your customers simultaneously, saving you valuable time and resources. Moreover, our text broadcast feature enables you to maintain a personalized touch, with the ability to customize your messages to fit your branding.
Text broadcasts allow you to send bulk text campaigns to your customers in an instant on a certain day and time.
Text broadcasts are under customer campaigns. This guide will show you exactly how to set up a text broadcast.
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
Since we are setting up a Text Broadcasts, we'll want to select 'Date/Time' trigger.
Now, just add the specific date/time you would like to send.
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
This stage is where you'll create the text what you want to send the customer. Make sure to click in the message area to activate the preview.
Text Message: 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 with location tags for when you're wanting to get a message out to customers in a particular area. For example, let's say you'll be in 'Scottsdale' next week and are looking to book more service in that area to fill up your schedule. You'll want to set up a promotional text campaign (text broadcast) to customers with a 'Scottsdale' tag. Now, only your customers who are in Scottsdale will be sent a promotional text.
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.
That's it! Now start building those customers for life!