Win repeat work from customers you already have
Service reminders, seasonal offers and quote revivals sent by email and text — to people who have actually agreed to hear from you.
6 min read
Winning a new customer costs several times more than bringing an old one back. Email & Text Campaigns lets you write once and reach every past customer who has opted in, by email, by text, or both — with the consent record kept for you.
- 1
Sort your sending address first
Start on the ready-made SmartFlo address today, or add three records at your web address provider to send under your own name.
- 2
Add your postal address
It must appear at the bottom of every marketing email. The app adds it for you once it is saved.
- 3
Build a consented list
Turn on the opt-in tickbox in Online Booking & Deposits and your other widgets, bring in PipelineAI CRM contacts, then invite them to opt in.
- 4
Let AI write it
One sentence about the goal produces the subject line, the full email and a matching text message.
- 5
Make it yours
Drag blocks around, swap images, change the button, and watch the desktop and phone previews update.
- 6
Test, then send
Send it to yourself first. The app blocks the send until the legal checks pass.
The best-performing campaign for most trades is the plainest: an annual service reminder sent eleven months after the last job, with one button that books the slot.
Try the tools in this guide
PipelineAI CRM
Inbound lead intake, automated deal stages, and customer activity tracking.
