Marketing — Send Your First Campaign

Who it’s for: Owners or marketers sending newsletters, promos or nurture emails/SMS.
Time needed: 20–30 minutes.
You’ll need: Business info set, contact tags/segments, and sender details.

Steps

1. Set your sender details
   Go to Settings ▸ Business info and confirm company name, address and default sender.

2. Create a segment
   Tag contacts (e.g., New enquiry, Past customer), or build a smart list.

3. Build a nurture sequence (optional)
   In Workflows, add 3–4 steps: Welcome, Your offer, Proof, Last call.

4. Create an email/SMS
   Marketing ▸ Emails/SMS → choose a template → add content → test send to yourself.

5. Schedule or send now
   Pick the time/day that suits your audience.

6. Review performance
   Check opens, clicks and replies. Improve subject lines and calls‑to‑action.

Tips

• Re‑use winning emails as templates.

• Add Review request steps after a job completes.

• Use UTM links to see which messages drive bookings.

FAQsesults.

• Do I need a designer? No—start with built‑in templates and your logo.

• Will it also text people? Only if you add an SMS step and have consent.