Campaigns

Build automated review collection campaigns with the visual block editor

What Is a Campaign?

A campaign is an automated sequence of actions that runs for each customer after a job is completed. Campaigns handle the work of reaching out to customers, following up, and stopping when a review is detected.

Campaign Builder

Campaigns are built using a visual block editor. You add blocks in sequence, and they execute in order for each contact.

Block Types

Contact Block

Sends a message to the customer via SMS or email.

  • Channel: SMS, MMS, or Email
  • Message: Your custom text (supports merge fields like {{first_name}})
  • Review Link: Automatically inserted — each customer gets a unique tracking link

Timer Block

Waits a specified number of days before moving to the next block.

  • Duration: 1-30 days
  • Use timers before the first contact block or between messages; leading waits are honored
  • The launch check previews delivery times, including the organization’s SMS quiet hours

Report Block

Sends you an email summary of campaign activity.

  • How many messages were sent
  • How many reviews were received
  • Contacts still in progress
  • Place a report block at the end of your campaign or between stages

Example Campaign

SMS: Thank-you + review link
  ↓
Wait 3 days
  ↓
Email: Friendly reminder + review link
  ↓
Wait 4 days
  ↓
SMS: Final nudge
  ↓
Report: Email summary to you

Campaign Lifecycle

Starting a Campaign

Contacts enter a campaign when:

  • A completed job syncs from your CRM
  • You manually add a contact to the campaign
  • You select imported contacts for enrollment after reviewing their eligibility

Stopping for a Contact

A campaign stops for an individual contact when:

  • A review is detected from that customer
  • The customer opts out (replies STOP or unsubscribes)
  • All blocks have been executed
  • You manually stop it for that contact

Pausing and Resuming

You can pause an entire campaign at any time. Pending work is held and workers recheck the pause before sending. A message already accepted by a provider cannot be recalled. Resume picks up the current step with the same send identity to prevent a duplicate.

Managing Campaigns

Dashboard

Your campaign dashboard shows:

  • Active campaigns and their status
  • Number of contacts in each stage
  • Recent activity (messages sent, reviews received)
  • Conversion rate (contacts who left a review / total contacts)

Multiple Campaigns

You can run multiple campaigns simultaneously. For example:

  • A standard post-job campaign for most customers
  • A different campaign for high-value customers with more personalized messaging

On the Free plan, you can run 1 active campaign. Pro and Enterprise plans support unlimited campaigns. Drafts do not use an active slot; pausing or stopping a campaign frees its slot. Activation and resumption check the current allowance.

Monthly message limits put campaign steps into a visible quota wait. Waiting steps resume when the next usage period starts or an upgrade adds capacity. They still recheck the campaign, contact preferences, and quiet hours before sending.

The campaign’s Campaign health panel shows overdue steps, failed deliveries, quota waits, and sends whose provider acceptance is uncertain. Use its scoped retry or stop actions. For an uncertain send, check the provider first and confirm that it was not sent before retrying.

For your first campaign, use Create starter campaign from the empty dashboard/campaign list. Choose SMS or email to create a request, a three-day wait, and one follow-up. Connect a review source, import a small segment, and use Prepare your first delivery to preview a real contact and send a test to yourself. Test sends count toward your message allowance. The launch check shares the same validation used by activation. Before enrolling contacts, preview eligibility and download the reasons for exclusions.

Next Steps

← Getting StartedReview Tracking →
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