Target Customers with Open Estimates
Every open estimate is a job waiting to happen. The Estimate Outcome filter lets you build a campaign audience of exactly the customers who still have an open estimate, so you can follow up, answer questions, and nudge them to approve the work. Instead of blasting your whole list, you reach the people already one step from booking.
What this filter does
When you build the customer list for a campaign, you can add a condition that keeps only customers who have at least one estimate with an Open outcome. You can optionally narrow that down to estimates created within a specific time window, which is useful if you only want to re-engage recent estimates (or if your open-estimate list is very large).
Before you start
Available on paid Campaigns plans.
Works with one-time email and SMS campaigns. It is not available for automated (Flow) campaigns — see How Customer Lists Work for Different Campaign Types below.
How to use it
Go to Marketing Center > Campaigns and start a new one-time email or SMS campaign.
At the customer-list (audience) step, choose to build a list by conditions and select Add condition.
Pick the Estimate Outcome condition, set the operator to is, and choose Open.
(Optional) Narrow by date. Add the Estimate created date condition to limit the list to estimates created in a certain window:
within last 7 days, within last 15 days, within last 30 days, or within last 90 days
is before / is after a date you pick (to choose a period of time between two dates, use both an Estimate created date is before and is after filter.)
Check the audience preview count to confirm the list looks right, then save the list.
Finish building your message and send the campaign as usual.
Good to know
“Open” is the outcome available today. The filter targets customers with at least one open (not yet won or lost) estimate.
One-time campaigns only. The Estimate Outcome and Estimate created date conditions do not appear when you build or edit a list for an automated Flow campaign.
Seeing a “too many open estimates” message? If you see “There are too many open estimates to process. Please select from a specific created date range,” add an Estimate created date range (for example, within the last 30 days) to narrow the list, then preview again.
Related articles
Campaigns: Step-by-Step Guide — the full walkthrough for building and sending a campaign, including all audience conditions.
How Customer Lists Work for Different Campaign Types — why some filters (like this one) are available for one-time campaigns but not automated Flows.
Need help or have questions?
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