Note Marketing campaigns do not work with Internet Explorer or Edge. Please use Google Chrome.
Summary
Use Marketing Campaigns to generate business from all active customers, inactive customers (bring back those who are no longer with you), or by customers grouped by tag (termite or bed bug, for example). Also Marketing Campaigns document the cost of a non-email campaigns (radio spots, newspaper ad, flyer).
Key Points
Creating an Email Marketing Campaign
Using the Marketing Campaign Tool Bar for your email body
Tracking a Marketing Campaign
Adding a campaign to a customer's account
Marketing campaigns are a great way to generate business:
From one-time customers (whom you've made inactive)
From existing customers (active customers who need more services)
Tagged customers (give a heads-up to upcoming pest infestations)
You can also use Marketing campaigns to:
Send holiday wishes at the end of the year
Update customers on your protocols for conducting business during a pandemic
Update customers to price increases
This article takes you though creating an email marketing campaign and tracking a marketing campaign.
Creating an Email Marketing Campaign
From the Dashboard, click Marketing
Click the Create Campaign button in the upper right
Click Email campaign
4. Enter a title for your campaign, this title will be the name of the campaign in the
Marketing page
5. Choose the customers you want to receive the email:
All, All Active, All Inactive, Select by tag
Note If a customer has an email address in more than one account, they'll receive
the email just once.
6. If you Select by tag, type it and select the tag
7. Choose who is going to receive the email: All email addresses, Billing emails,
Service location emails
8. Enter an attention-grabbing subject line (include your company name so they
don't trash or junk it.
9. Enter the text of the email in the body box.
10. Set your text cursor at a location where you want to add a place holder. For
example, type Hi and a space. Your text cursor will be blinking after the space.
Click {first_name} from the place holder list and your email body will look like this:
Each person will have their email personalized with their first name
12. Continue on with your email while focusing on a call-to-action message. Add
more placeholders as necessary, but don't over do it.
13. Click the Add new attachment button to add a picture, PDF file, etc.
13. Click the Preview Email button (always preview your emails)
14. Make the necessary changes
15. Click Save Campaign or Save & Send Emails
Note Once you click Save & Send Emails the button disappears and you cannot
make any changes to the email
Marketing Campaign Tool Bar
The Email Body tool bar gives you some flexibility for formatting text and paragraphs. At the end of this bar is the HTML Editor button.
If you know how to write HTML code or have a web designer, you can make more modern-looking emails than the basic text email. This includes adding graphics as backgrounds and links to other pages, such as the Customer Portal.
Search online for "free html editors to create emails" to find many examples. Create the template and then copy and paste the HTML code into the email body. It will help to know how to write HTML code or have your web designer do this for you.
Tracking a Marketing Campaign
An email campaign is an easy, inexpensive way to reach out to your customers. There are other ways to connect with your customers and, even better, potentially new customers. These campaigns can include windshield flyers, radio spots, bus stop benches, skywriting, and so forth.
You track how profitable these campaigns are through Marketing Campaign and applying the campaign to the customer's billing page. You'll be able to compare the cost of the campaign with the money that came in as a direct result of it.
To create a marketing campaign:
From the Dashboard, click Marketing
Click the Create Campaign button in the upper right
Click Marketing campaign
Give the campaign a name, for example, if you have an ad in the local paper, name it something like: 2018 - December Local Ad
Enter the cost of this campaign, total the costs of envelopes, stamps, paper, printing, ad air time, ad print, labor, as they apply
Enter the Active from and Active to dates
Click Save campaign
Adding a campaign to a customer's account
As new customers start calling because of the campaign, when creating the account, add the marketing campaign to the new customers' billing page
You'll be able to track how profitable the campaign was
For more information about tags, see: Tags - getting started
Also see Marketing Campaign - use to generate online customer reviews
Also, watch this video: