Generate repeat business with Campaigns. Turn emails and text messages into paid jobs with Campaigns, our powerful marketing solution.
Campaigns is your built-in marketing engine, designed to turn emails, texts, and postcards into booked jobs and repeat business. With automated sends, dynamic personalization, AI-powered content, and professionally designed templates, you can engage the right customers at the right time, without juggling third-party tools. All housed in the Marketing Center, Campaigns makes it easy to save time, cut costs, and turn one-time customers into loyal advocates.
To access Campaigns:
Go to Marketing > Campaigns
How to Send an Automated Campaign
To send an automated campaign:
Go to Marketing > Campaigns
Click Create a campaign
Scroll down on the page and select Automated Campaigns
Choose the targeting you’d like to have for your automated campaign. You can:
Click New list to create a list from scratch
Select an existing list, or
Click the More icon (⋮) next to an existing list to edit list criteria
When creating a list, you can create a list based on:
Customer tags
Location
Lead source
Lifetime value
Creation date
Last service date
Customer type
Notification
The default customer exclusions that you cannot edit:
Are unsubscribed/opted-out
Are marked as Do not service
Have invalid contact info
Were last serviced more than three years ago
When you’re ready to review your list, click Save & preview in the top right corner of the page
Now you can choose a campaign flow template or build your own.
When building your own Campaign, you can start a campaign based on either a Job or an estimate. Edit the triggers and add filters based on what is best for your campaign.
Choose your Early exit rule by tapping on the “Early exit” button. You can choose when customers exit the campaign, and stop receiving comms from the Campaign based on:
New job is scheduled
New estimate is scheduled
Estimate is won or lost
Edit your time delays or messages by tapping on the card you want to edit.
📌 Note: Your custom text message number must be set up before sending automated text messages
To add a new step, tap the Add new button, and you can add an email, text message, or time delay.
When you’re done editing your campaign, tap Next and preview your campaign.
Understanding Delays
In a multi-step flow, each delay in your campaign counts from the completion of the previous step, not from the original trigger.
Example:
If your flow is:
Trigger: Job Completed
Delay: 1 week → Email sends
Delay: 2 weeks → Text message sends
The text message will be sent 3 weeks after the job is completed (1 week + 2 weeks), not 2 weeks. Think of each delay as the gap between that step and the one before it.
Automated Campaigns FAQ
Are there restrictions on who I can send automated marketing messages to?
Please read more in this help article to understand marketing consent.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.