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Help Center › Admin screens, field by field › Marketing campaigns: template picker, Insert detail, blocks and design extras
Marketing campaigns: template picker, Insert detail, blocks and design extras
The New campaign picker and the extra boxes in the campaign editor: alt text, link, offer, banner photo, AI brief and design choices.
Where to find it: Contractor Hub → Marketing & Growth → Marketing → Campaigns tab → New campaign. This article adds the boxes that the main campaign form article does not describe. For audience filters, A/B test and the schedule, see the campaign form article (hub marketing campaign and automation forms).
Campaigns need the full Marketing level. If your plan has less, the tab shows a lock note and you can still message from Today, send review requests and set reminders.
Before you start
- Add your services in the Hub so the “Seasonal service” template can name one.
- Your default look is set in Marketing → Settings. The editor lets you change it for one campaign.
Fields: New campaign picker
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
For “Seasonal service”: which service? (svc) |
Names the service in the Seasonal service template and limits the audience to people who had that service. | Pick one of your services. If you click the Seasonal service card without choosing, you see “Pick the service first.” | “Pick a service…” |
| Template card Seasonal service | Starts a text-if-allowed-else-email campaign to past customers. | Click. | Needs the service above. |
| Template card Seasonal newsletter | Email with seasonal tips. | Click. | |
| Template card Last few openings | Text-if-allowed-else-email message about schedule gaps; audience is people with a job in the last 730 days. | Click. | |
| Template card Win-back offer | Email to prospects and lost customers with no open estimate. | Click. | |
| Template card Referral program | Asks customers who rated you 4 or better to refer a neighbor. | Click. | |
| Template card Maintenance plan | Email to customers who have not had maintenance. | Click. | |
| Template card Thank-you / holiday note | A no-ask email to customers and past customers. | Click. | |
| Template card Start from scratch | Empty message. | Click. | The campaign is named “My campaign — |
Each card creates a draft you can change. Nothing is sent until you approve.
Fields: message and design extras
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| { } Insert detail (button, beside Text and Text message boxes) | Opens a list of details that VisionScaper fills in for each customer. Clicking one inserts it where the cursor is. | Choose from: Customer’s first name, Their town, Your business name, Your name, Your phone, The service, Their last service, When it was, This season, Your offer, Booking link, Review link, Referral link. Add a fallback after a bar, for example {customer_first_name\|there}. |
The preview warns if a detail is empty for the sample customer. |
What’s it for? (AI writer brief, purpose) |
The goal the AI writes from. | Example: “fill our fall cleanup schedule, mention we’re booking now”. | If empty, the campaign name is used. |
| ✨ Write it for me | Writes three versions. Click one to put its subject, preview text, email text and text message into the form. | Click, then pick. | AI never invents offers. |
Optional offer (message.codes.offer) |
Fills {offer} and {offer_line} wherever they appear. |
Example: $25 off when you book by Oct 31. |
Empty. |
Preview text (preheader) |
The grey line after the subject in the inbox. | A short line. | Empty. |
Text message (sms) |
The SMS body. | One clear question or next step. | Empty. A bubble shows segments and characters. |
| Button text / Link (Button block) | The label and address of the button. | Link can be a web address or {booking_link}. |
“Book now” and {booking_link}. |
| Picture (Image block, file) | Uploads a picture into the email. | A picture under 6 MB, else “Pick a picture under 6 MB.” | None. |
| Picture link | Uses a picture from the web instead. | https://… |
Empty. |
Describe it (for screen readers) (alt) |
Alt text read aloud for people who cannot see the picture, and shown if the picture does not load. | Example: “Front walk after fall cleanup”. | Empty. |
Opens (optional) (link) |
Where the picture goes when clicked. | https://… |
Empty. |
| Who (first name & town) (Review quote block) | The attribution under a quote. | Example: Pat, Avon. |
Empty. |
Layout (design.layout) |
The email’s look: Classic, Modern, Card, Personal, Bold. | Pick one. | Your Marketing settings default. |
Font (design.font) |
Email font: Clean (system), Arial, Verdana, Trebuchet, Georgia, Garamond, Montserrat, Open Sans, Lora, Merriweather, Poppins. | Pick one. | Your default. |
Button & accent color (design.brand) |
Color of buttons and links. | Pick a color. | Your default. |
Banner photo (design.hero) |
A banner picture address for the top. | https://… (optional). |
Empty. |
Fields: after the campaign is approved
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| ⏸️ Pause / ▶️ Resume | Holds or restarts a campaign that is sending or scheduled. | Click. | |
| ✖️ Cancel the rest | Stops messages not yet sent, after you confirm. | Click. | |
| 📄 Duplicate | Copies it into a new draft. | Click. | |
| 🗑️ Remove from list | Removes a sent or cancelled campaign from the list. | Click. | |
| Recipients (arrow) | Lists each person and status (sent, opened, clicked, replied). | Open to read. |
Steps
- Press New campaign. If you want Seasonal service, choose the service first.
- Click a template card. The editor opens.
- Under Message, type a goal in What’s it for? and press Write it for me, or edit the text yourself.
- Use { } Insert detail for names and links.
- Open Design for this campaign to change layout, font, color and banner.
- Press Send me a test, then Approve & send.
If something goes wrong
- “Pick the service first.” Choose a service before clicking Seasonal service.
- “Nobody in this audience can be reached yet — widen the filters or pick another channel.”
- A yellow line lists empty details. Add a fallback such as
{customer_first_name|there}.