Help Center › Marketing & messaging
Marketing & messaging
Texts, email, campaigns, reviews and the AI Receptionist.
32 articles
- How messaging works in VisionScaper
A map of texts, email, the inbox and the settings screens, and who sets up what. - Set up Twilio for texting
Paste your Twilio details into Settings → VisionScaper and point incoming texts at VisionScaper. - Set up Telnyx for texting
Switch the site to Telnyx for texts, paste your Telnyx details, and add the webhook address. - Set up your email service
Choose Postmark, Resend, SendGrid, Amazon SES or the site's own mail, and fill in the right boxes. - Get ready to text (A2P 10DLC)
Fill in the three-step form so your business can be approved to send texts. - Incoming message webhook addresses
Every webhook address VisionScaper gives your text and email services, and where to find each one. - Check your email sender (SPF, DKIM, DMARC)
Run the sender check in Marketing → Safety and fix any of the three DNS records it says are missing. - Site-wide safety switches and monthly limits
The administrator's kill switch, approval rules, redaction, retention and monthly caps in VisionScaper Messaging. - Use the Messages inbox
Read and answer conversations, filter by what needs a reply, and mute, archive or mark unread. - Two-way text conversations
Answer customer texts in Marketing → Conversations, add notes, assign a thread and send a weather delay notice. - Write quick replies
Save short answers once, then drop them into any conversation with one tap. - Edit message templates and alerts
Change the wording, channels and timing of every automatic customer message and alert to you. - Appointment reminders to customers
Set how long before each appointment customers get an email, text or in-app reminder, and what you get yourself. - Consent and opt-outs
How consent, STOP, START, HELP and unsubscribes work, and why a stop on one channel is honored on all. - Record consent you already have
Save proof that a customer agreed to texts or emails, for one person or a pasted list. - Automatic text replies and the AI notice
Set HELP, after-hours, keyword and urgent-word replies, and decide whether the AI says it is an AI. - A tour of the Marketing page
What each Marketing tab does, how to start the AI marketing assistant, and how to pause everything. - Create and send a campaign
Pick a template, choose who gets it, write the message, schedule it and approve it. - Choose who gets a campaign
Use stage, services, last job, spend, towns and tags to build an audience, and read why people are left out. - Automations: follow-ups that run themselves
Turn on step-by-step flows, choose Autopilot or Ask me first, and edit the wording of each message. - The AI marketing assistant and Approvals
Ask the assistant questions, let it write messages, and approve what it prepares with one tap. - Marketing safety checks, sending limits and usage
The checks every message passes, your sending limits and hours, and how to see usage and add extra message packs. - Marketing results and group-posting reminders
See which messages led to booked jobs, and set reminders to post in Facebook and Nextdoor groups. - Ask customers for reviews
Set your review links, when requests go out, and share a review link and QR code. - Draft replies to reviews with AI
Paste a review, let the AI draft a reply in your voice, edit and approve it, then paste it on the review site yourself. - Send postcards with tracked QR codes
Pick who gets a postcard, choose a seasonal design, approve the cost, and watch QR scans and delivery. - Bring in leads from Angi, Thumbtack and Google Local Services
Give each lead source a secret address or paste its email, and new requests land as customers without doubles. - Set up the AI Receptionist
The administrator adds provider keys and webhooks; you then run the six-step setup and go live. - AI Receptionist calls, campaigns and minutes
Review calls, run calling campaigns safely, keep the do-not-call list, and watch your monthly minutes. - Add the website chat widget
Turn on a chat box for your site, set its look and hours, paste the snippet, and answer chats from your inbox. - Add social links and a work gallery
Show your Google, Facebook and other links, plus up to 60 finished-work photos, on your pages and proposals. - Put the request form on your website and stop spam
Turn on the request form, embed it with a shortcode or one line, and use built-in spam traps and optional Turnstile.