Promotion Campaigns

A promotion campaign combines a coupon with targeted outreach to drive bookings. Here is how to plan and execute effective campaigns.

Campaign Components

Every campaign has three parts:

1. The Offer

What discount or incentive you are providing:

• Coupon code with specific terms (see Creating Coupons)
• Clear value proposition ("Save 20% on your first clean")
• Any restrictions (minimum booking, specific services, etc.)

2. The Audience

Who you are targeting:

• All customers — Broadcast to your entire customer base
• New customers — People who have not booked yet
• Lapsed customers — Customers who have not booked in 60+ days
• Zone-specific — Customers in a particular service area
• Industry-specific — Customers who have booked a specific service type

3. The Channel

How you reach the audience:

• Email — Using templates from the Content Builders module
• SMS — Short promotional messages with the coupon code
• Portal banner — A banner displayed in the customer portal
• External — Social media, print, etc. (tracked via coupon code usage)

Creating a Campaign

1. Define the goal — What are you trying to achieve? (New customer acquisition, reactivation, upsell, seasonal push)
2. Create the coupon — Set up the promo code with appropriate terms
3. Build the content — Create email and/or SMS templates in Content Builders
4. Define the audience — Use customer filters to build your target list
5. Schedule delivery — Set when the campaign goes out
6. Launch — Activate the campaign

Campaign Tracking

After launching, monitor your campaign performance:

Metric	Description
Sent	Number of emails/SMS delivered
Opened	Email open rate
Clicked	Click-through rate on email links
Redeemed	Number of coupon uses
Revenue	Total booking revenue from the campaign
ROI	Revenue minus discount cost and delivery cost

Seasonal Campaign Ideas

Season	Campaign	Offer
Spring	Spring cleaning push	15% off deep cleaning
Summer	Move-in/move-out	$50 off cleaning + junk removal combo
Fall	Pre-holiday prep	Free carpet stain protector with cleaning
Winter	New year fresh start	20% off first recurring booking
Year-round	Referral program	$25 credit for each referral that books
Year-round	Win-back	25% off for lapsed customers (90+ days)

Automation

For ongoing campaigns (like welcome series or reactivation), use the Workflows module to set up automated triggers:

• New customer signed up → Send welcome email with first-booking coupon
• 60 days since last booking → Send reactivation email with discount
• Subscription cancelled → Send win-back email after 7 days
• Birthday → Send birthday discount (if birth date is on file)

Automated campaigns run continuously and are the most efficient way to maintain engagement without manual effort.