A campaign is one message sent to a group of customers. You can send by email, text, or both.

1. Go to Marketing → 📣 Campaigns and click New campaign.
2. Pick a starting point. Each template pre-writes the message and audience:
   – Seasonal service (pick the service first)
   – Seasonal newsletter
   – Last few openings
   – Win-back offer
   – Referral program
   – Maintenance plan
   – Thank-you / holiday note
   – Start from scratch
3. 1. Send by. Choose ✉️ Email, 💬 Text, 🧠 Text if allowed, else email or Both.
4. 2. Who gets it. Set the filters. A live line shows “N will get it of M matching”, how many are reachable by email and text, and who is left out and why. See “Choose who gets a campaign”.
5. 3. Message. Write a Subject and Preview text. Build the email from blocks: heading, text, button, image, offer box, review quote, divider, space. Use ↑ ↓ to reorder. For texts, write the Text message. Use ✨ AI writer if you want three versions to pick from, with a tone of Friendly, Professional, Excited or Short & direct.
6. Optional: open 🎨 Design for this campaign. Your default design is in Marketing → Settings.
7. 4. When. Choose Right away, At a time, Each person’s best time or Spread over days (1 to 14).
8. Optional: 🧪 Test two versions. Version B has its own subject or text. Choose how much of your list is in the test (10 to 50%), the winner measure (Clicked a link, Replied or Opened the email), and the hours to wait before the winner goes to everyone else.
9. Check the preview, phone or desktop. A warning lists any detail that is empty for the sample customer. Add a fallback like {customer_first_name|there}.
10. Click Send me a test, then 💾 Save draft or ✅ Approve & send.
11. Confirm the box: “N customers · channel · when. Your frequency limit, sending hours and opt-outs still apply.”

Before your first text campaign you confirm a short checklist (“Before you text a list”).

Open a sent campaign to see Sent, Opened, Clicked, Replied, Estimates, Booked and Collected. You can Pause, Resume, Cancel the rest, Duplicate, or Remove from list. Statuses are Draft, AI draft — needs your OK, Scheduled, Sending, Sent, Paused, Cancelled.

Every marketing email includes an unsubscribe link. The page offers Unsubscribe from emails or Stop all marketing (email & texts). Your signature and the footer are added automatically.

• Start small. Send a test to yourself first.
• Use an offer only if you mean it. Add saved offers in Settings; the AI only uses offers you wrote.

• “Nobody in this audience can be reached yet — widen the filters or pick another channel.”
• Texts are held for a reason shown in the campaign. Common reasons: no consent, quiet hours, a daily limit.

• Automations: follow-ups that run themselves
• Marketing safety checks, sending limits and usage
• Record consent you already have