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How Can I Use the Heat Map Report in Advanced Reporting?
How Can I Use the Heat Map Report in Advanced Reporting?

Learn how to use your Heat Map Report within Advanced Reporting & make data informed decisions for segmenting & targeting marketing efforts.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

One of the most popular reports within advanced reporting is the Heat Map. You can easily display zip code boundaries, the zip code itself, as well as pins for each job that you have done within that area. The color displayed is tied to the revenue collected in that zip code.

You can use this information to make data informed decisions about which customers to target. Perhaps you want to target “cooler” areas to generate more money in those zip codes. Make note of the zip codes you want to target and then navigate to your customer list, search for that zip code and then select customers who have that zip code to bulk tag them:


Then, utilize this tag to send a postcard campaign to those customers by navigating to the "My Apps" icon in the top right of your screen and then clicking on the "Postcards" icon.

On option number three, "Recipients" enter in the Zip Code you'd like to target and then click "Select all addresses".

Need to learn how to create a postcard blast to target a customer segment? Watch the video below ⬇⬇⬇

Direct mail marketing with postcards delivered to your customers door might seem a bit old school. And it is! But there's a reason this method stuck around for so long.

Sending postcards via old-fashioned snail mail can help your business stand out and build brand awareness over time. Picture the postcard with your coupon stuck to your customers fridge verse a promo email that goes straight into junk mail and your customer never sees it. Postcards can help your business get noticed, build brand awareness, drum up repeat business and ultimately build stronger customer relationships. So let's learn how Housecall Pro can help you get your postcard campaign set up and going out to your customers right away.

If you're not already at your app store go ahead and click on "My Apps" and then "Go to App Store". From here, scroll down til you find the Marketing section and then we're going to click into "Learn More" for Postcards.

Then click "Go to Postcard Marketing". The green button in the top left of your screen will let us create a new campaign.

Here you're going to have an option between a one-time blast or an ongoing campaign.

One-time blasts are great for holiday cards, promotions, coupons.

Ongoing campaigns are great for thank you's to go out after you do a job or a reminder created six months later.

We'll go ahead and click into "one-time blasts" for now. Step one is to choose our image.

Step two will be the back of the postcard where we'll pull your logo, website, and phone number. Then you'll have the option to add another image and message that will go out to all the customers.

Step three is for recipients. You can scroll through your list and check the box next to every customer that you want to receive this postcard. Another really great way to go through this is to use a customer tag.

Step four is to Order your postcards. We'll name our campaign and you'll see the total and the option to preview your postcards. Once you see your preview and you're good to go please click on "send postcards" so that you can place your order and begin shipping them directly to your customers.


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