Automated Campaigns

The marketing engine that runs itself.

16 campaigns reach your entire customer base automatically — seasonal maintenance reminders, holiday blasts, win-back sequences, and post-job follow-ups. Set up once. Running every day across every franchise location.

16
Campaigns ready to run
Thousands
Of customers reached per location
0
Manual sends ever
100%
Automated
Your full year — every campaign, every window
Jan
Feb
Mar
Apr
May
Jun
Jul ◀
Aug
Sep
Oct
Nov
Dec
Seasonal Maintenance (auto-fires each season)
❄ Winter
☀ Summer
🌱 Spring
🍂 Fall
Holiday Blasts (date-gated, fires automatically)
NYR
PRES
MEM
JUL 4
LABOR
BLK
NYR
Always-on (continuous, new customers auto-enrolled daily)
WIN-BACK — RESIDENTIAL & COMMERCIAL Rolling 200/day
POST-JOB FOLLOW-UP — 14-DAY WINDOW Rolling 200/day
NEW CUSTOMER WELCOME — RESIDENTIAL & COMMERCIAL Rolling 200/day
Seasonal maintenance
Holiday blast
Always-on
Set your pace
Each franchise controls their own daily send rate — 50/day or blast all at once
14 days
Post-job follow-up window — strikes while the iron is hot
6 months
Lapse window before win-back campaigns kick in automatically
6
Holiday blasts armed and date-gated for the full year
Campaign types

Every stage of the customer relationship — automated.

Five campaign types cover the full lifecycle: from a customer's first job to their sixth. Each type runs independently, targets the right segment, and fires without anyone touching a button.

🍂
Seasonal Maintenance

Your customers hear from you every season

Fall, winter, spring, and summer campaigns reach every dialable customer with a tiered labor savings offer. Campaigns activate on the first day of each season and roll at your chosen daily rate until everyone's reached.

🍂 Fall — Sep to Nov ❄ Winter — Dec to Feb 🌱 Spring — Mar to May ☀ Summer — Jun to Aug
🎆
Holiday Blasts

Date-gated promotions that send themselves

Six holiday campaigns are armed and ready for the full year. When the promotion window opens, the campaign blasts your entire customer base — SMS first, email 24 hours later. When the window closes, it stops automatically.

🎆 July 4th 🏖 Labor Day 🦃 Black Friday 🎉 New Year's 🇺🇸 Presidents Day ✿ Memorial Day
🔄
Win-Back

Lapsed customers don't stay lapsed

Customers who haven't booked in 6+ months automatically enter the win-back sequence. Mark reaches out with a discount offer and a direct path back to the schedule. Separate campaigns for residential and commercial.

Residential win-back Commercial win-back 6-month lapse trigger
📋
Post-Job Follow-Up

Strike while the iron is hot

Within 14 days of a completed job, every customer gets a thank-you message and a discount offer for their next visit. The 14-day window keeps the message timely — not a generic blast months later when the job is forgotten.

Residential follow-up Commercial follow-up 14-day window
👋
New Customer Welcome

First job done — relationship started

Every first-time customer gets a branded welcome message after their job closes. It introduces your business, provides your direct line, and sets the tone for the relationship — without anyone on your team sending a single text.

Residential welcome Commercial welcome One per customer
How it works

Set it up in an afternoon. Run it for years.

1

Set your offer and pace

Choose your discount amount, expiry window, and how many customers to contact per day. Flat dollar, percentage, or tiered by job size — the offer editor handles all of it. Blast your whole base at once for holiday promos, or drip at your own pace for seasonal campaigns.

2

Mark handles everything

Campaigns enroll new customers automatically every morning. SMS goes first, email 24 hours later — both with your tracking number and your offer. Holiday blasts fire when the window opens and stop when it closes. Seasonal campaigns activate on the right month without you touching anything.

3

Watch results in your dashboard

Every campaign shows live enrollment counts, SMS and email sent, opens, and bookings attributed back to the campaign. When you want to reach your base again, hit Re-enroll and the entire cycle runs again — fresh pool, same campaign, zero setup.

What your customers receive

Branded emails that look like you spent all day on them.

Every campaign sends a professionally designed email with your logo, your tracking number, and your offer — rendered automatically for each customer. No templates to manage, no designer needed.

  • Your branding, automatically applied — logo, colors, and tracking number on every send.
  • Offer pulled from your dashboard — change the discount once, every future email reflects it.
  • Open tracking built in — see who opened, campaign by campaign, in your dashboard.
  • SMS goes first, email follows — customers get a text within your send window, email 24 hours later.
Fall Maintenance Savings — Expires in 60 Days
Summit Home Services
Residential & Commercial
(555) 555-0100
🍂
Get Ready for Fall
We've got something special for our valued customers

Hello, Sarah,

Fall is right around the corner — which means it's the perfect time to tackle those home projects before the cold sets in. As one of our valued customers, we'd like to offer you exclusive seasonal savings:

🍂 Fall Maintenance Savings
$25
OFF 2 or more hours of labor
$50
OFF 4 or more hours of labor
$100
OFF 8 or more hours of labor
Valid within 60 days · Labor only · Cannot be combined with other offers

Or call us at (555) 555-0100 — we're happy to help.

Summit Home Services · 123 Commerce Drive · Anytown, USA
Unsubscribe

Example: Fall Maintenance campaign email — tiered offer, your branding, sent automatically

Owner controls

You set the rules. Mark follows them.

Every campaign is fully editable from your dashboard — no support ticket, no waiting. Change the offer, the pace, or the window. Re-enroll your customer base anytime you want to run the campaign again.

💸

Offer editor

Set a flat dollar amount, a percentage off, a tiered discount by job size, or a threshold amount. Change it anytime — the next send picks up the new offer automatically.

$50 off · valid within 30 days ✎

Daily limit

Control how many customers you contact per day. New location building a base? Drop it to 50. Ready to fill the whole schedule? Set 9999 for a same-day blast.

200/day → change to 50/day ✎
🔁

Re-enroll on demand

Once a campaign cycle completes, every customer stays marked "done" until you re-enroll them. One button resets the pool — active enrollments keep running, everyone else is ready to receive the campaign again.

Re-enroll completed (847) →
Holiday blasts

Six promotions set up for the full year — armed and waiting.

Each holiday campaign has a precise date window. When the window opens, the campaign fires to your entire customer base. When it closes, it stops. You don't manage any of it — just keep your offer current and Mark handles the rest.

Every booking made during a promotion window gets a pinned note on the ServiceTitan job telling your tech exactly which discount applies, what the qualification requirement is, and which pricebook SKU to add when building the estimate on-site.

🎆
July 4th Sale
Jun 30 – Jul 6, 2026
Armed
🏖
Labor Day Sale
Aug 29 – Sep 7, 2026
Armed
🦃
Black Friday Sale
Nov 25 – Dec 1, 2026
Scheduled
🎉
New Year's Sale
Dec 30 – Jan 5, 2027
Scheduled
🇺🇸
Presidents Day Sale
Feb 12 – 16, 2027
Scheduled
Memorial Day Sale
May 28 – Jun 1, 2027
Scheduled
What your tech sees in ServiceTitan
⭐ Promo Discount — Read Before Estimating
Pinned note · automatically stamped on every job booked during a promo window
Discount: $250 OFF LABOR
APPLY IF: Job requires 8+ hours of labor
DO NOT APPLY: Job requires less than 8 hours
SKU to add
PROMO-LABOR-25PCT
Discounts & Fees in pricebook
Full terms: On 8+ hours labor. Offer ends Jul 13. Labor only. Cannot be combined with membership pricing.
🔗
Works with ServiceTitanNo additional add-ons required. Connects to your existing subscription.
📌
Jobs tagged automaticallyPromo notes stamped on every ST job during active promotion windows.
👥
Multi-franchise readyEach location runs its own campaigns with its own customer pool and offers.
Book a demo

See the campaigns running on a real franchise.

We'll walk through the full campaign dashboard, show you a live seasonal or holiday campaign, and talk about how it would run on your customer base.