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Marketing campaign, audience and automation forms
Every box in the campaign editor (channel, audience, message blocks, design, schedule, A/B test) and in the automation steps and wording editor.
On this page
Contractor Hub → Marketing → Campaigns (new campaign) and Automations. Campaign sending needs your messaging set up (email and, for texts, Twilio: get-twilio-details) and a plan that includes marketing.
A campaign sends one message to customers who match your audience filters. A live count shows who will get it and why others are left out. Your frequency limit, sending hours and opt-outs still apply. Automations run steps for a trigger such as a new lead.
Before you start
- Start from a template when making a new campaign: Seasonal service (asks “which service?”), Seasonal newsletter, Last few openings, Win-back offer, Referral program, Maintenance plan, Thank-you / holiday note, or Start from scratch.
Fields
Campaign editor
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Campaign name (name) |
Your label. | ||
Send by (channel) |
How to send. Smart sends text if allowed, else email. | Pick one. Choices: Email; Text; Text if allowed, else email; Both. | From template |
Customer stage (stage) |
Which stages are included; none picked = everyone. | Tap stages. Choices: Potential customers; Prospects; Customers; Past customers; Lost. | From template |
Had any of these services (services_had) |
Only people who had one. | ||
Never had these services (services_not) |
Excludes people who had them. | ||
No work in the last … days (last_job_days_min) |
People whose last job was at least this many days ago. | e.g. 300. | |
Worked with you in the last … days (last_job_days_max) |
People whose last job was within this many days. | ||
Spent at least (min_spent) |
Minimum lifetime spend. | Dollars. | |
Skip anyone messaged in the last … days (not_contacted_days) |
Avoids over-messaging. | e.g. 14. | |
Towns (towns) |
Only these towns. | e.g. Avon, Simsbury. | |
Has any tag (tags_any) |
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Has none of these tags (tags_none) |
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Open estimate (has_open_quote) |
Pick one. Choices: Doesn’t matter; Has an open estimate; No open estimate. | Doesn’t matter | |
Rating (rated_min) |
Customers who rated you. | Pick one. Choices: Any; 4 stars or better; 5 stars only. | Any |
| Audience count (read-only) | Shows “N will get it of M matching, K reachable by email, J by text” and who is not included and why. |
Message
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
AI writer: What’s it for? (purpose) |
Goal for the AI to write from. | e.g. fill our fall cleanup schedule. | |
Tone (tone) |
Pick one. Choices: Friendly; Professional; Excited; Short & direct. | Friendly | |
| Write it for me | Gives 3 versions to pick from; you can still edit. | ||
Offer (optional) (offer) |
Shows wherever {offer} / {offer_line} appear. AI never invents offers. | e.g. $25 off when you book by Oct 31. | |
Subject (subject) |
Email subject line. | ||
Preview text (preheader) |
Shown after the subject in the inbox. | ||
Text message (sms) |
Keep it short; a bubble preview shows segments and characters. | ||
Email blocks: Heading (text) |
Heading block. | ||
Email blocks: Text (text) |
Supports bold, italic, link text and the tag button. | ||
Email blocks: Button text and Link (text, url) |
Link may be a https address or {booking_link}. | Book now / {booking_link} | |
Email blocks: Image – Picture, Picture link, Describe it, Opens (url, alt, link) |
Picture under 6 MB or a link. | ||
Email blocks: Offer box – Headline, Details, Small print / deadline (title, text, expires) |
|||
Email blocks: Review quote – What they said, Who, Stars (text, name, stars) |
Stars 5 or 4. | ||
| Email blocks: Divider / Spacer | Layout only. | ||
| Move up / Move down / Remove (block) |
Design for this campaign (arrow)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Layout (layout) |
Pick one. Choices: Options from your Marketing settings. | Your Settings default | |
Font (font) |
Pick one. Choices: Options from your Marketing settings. | Your Settings default | |
Button & accent color (brand) |
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Banner photo (hero) |
Link to a banner picture, optional. | https://… |
When
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
When (mode) |
Right away, at a time, each person’s best time, or spread over days. | Pick one. Choices: Right away; At a time; Each person’s best time; Spread over days. | Right away |
At a time (date and time) (at) |
Only for “At a time”. | ||
Spread over days (1-14) (days) |
Only for “Spread over days”. | 3 | |
Test two versions (ab.on) |
Turns on A/B testing. | Off | |
Version B – email subject / text (ab.subject_b, sms_b) |
Leave empty to keep the same. | ||
Share of your list in the test (ab.split) |
20% | ||
The winner is whoever… (ab.metric) |
Pick one. Choices: Clicked a link; Replied; Opened the email. | Clicked a link | |
Wait … hours before sending the winner (ab.wait_hours) |
4 |
Buttons
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Send me a test | Saves and sends a test to you. | ||
| Save draft | |||
| Approve & send / Approve & schedule | Confirms the number reached, channel and time, then queues. If a legal check is needed a sheet asks you to confirm first. | ||
| Delete draft | Asks to confirm. |
Automations
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Automation on/off toggle (on) |
Switches one automation on or off. | ||
Autopilot / Ask me first (mode) |
Autopilot sends on its own; Ask me first waits in Approvals. | Pick one. Choices: Autopilot; Ask me first. | |
| All on Autopilot / Ask me first for all | Applies to every automation except special ones and new leads. | ||
Step: use this step (on) |
Not on the first step. | On | |
Step: after … days (wait) |
Wait before this step (stored as hours). | ||
Step: channel (ch) |
Pick one. Choices: Best channel; Text; Email. | Best channel | |
Edit wording: Email subject / Email / Text message (subject, email, sms) |
Details in {braces} fill per customer; {customer_first_name|there} falls back to “there”. | ||
| Save wording / Back to the default |
Steps
- Press New campaign and choose a template.
- Name it and choose Send by.
- Set the audience; watch the count.
- Write the message (use Write it for me if you like) and check the preview.
- Choose When and optionally Test two versions.
- Press Send me a test, then Approve & send.
If something goes wrong
- “Nobody in this audience can be reached yet” means widen the filters or change channel.
- “Pick a picture under 6 MB.”
- “Pick the date and time.” for a timed send.
- Empty details warn you under the preview; add a fallback like {customer_first_name|there}.