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Set up a Text Broadcast

Send one message to many customers on the date and time you choose: offers, holiday hours, price changes.

Written by Tiffany Hayden

A broadcast puts one message in front of many customers at once, on the date and time you pick: a seasonal offer, holiday hours, a price change or a new service. One message can fill a slow week.

Broadcasts are now one-off campaigns in the new campaign builder. The full guide is Custom Campaigns: Put Your Follow-Ups on Autopilot From Your First Customer.

The short version

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

  2. Click Add New Campaign.

  3. Click Start from a recipe, then One-off announcement. Its trigger is On a date you pick: choose the date and time it goes out. Nobody is added after it has been sent.

  4. Write your message. With 2-Way Text set up, you can send it as a text as well as, or instead of, the email.

  5. Narrow who gets it with Who to leave out, or with Only people with these tags on the trigger, for example only Residential customers.

  6. Click Save and set live.

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