Housecall Pro

Discover how to use Housecall Pro’s Campaigns for SMS and email marketing, find answers to common questions, and upgrade for more features.

Campaigns: Overview and FAQ

Master the process of building one-time SMS and email campaigns, plus campaign flows, with our step-by-step guide.

Campaigns: Step-by-Step Guide

Understand the new email consent requirements and how they protect your business and enhance your marketing campaigns.

Campaigns: Marketing Compliance

Understand the differences in how customer lists work for one-time campaigns versus campaign flows.

How Customer Lists Work for Different Campaign Types

Efficiently create and manage automated email campaigns for effective customer engagement and streamlined operations.

Automated Email Campaigns Overview and FAQ

Email Marketing strategies to improve customer trust and campaign effectiveness.

Email Marketing Best Practices

Campaigns: Sending an Automated Campaign

Understand how Housecall Pro Campaigns measures conversion, revenue, and upcoming jobs — including the recent attribution updates that make your numbers reflect real, earned revenue.

Campaigns: How Conversion & Revenue Are Calculated

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Campaigns

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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