Skip to main content
New leads cost money. Email campaigns make money from the customers already in your CRM: a winter ceramic special to last summer’s coating customers, a heads-up to everyone whose warranty inspection is due, a win-back offer to clients who went quiet. Build the audience from real shop data, write once, send to all of them. Email campaigns are on the Autopilot plan. Open Marketing from the sidebar. Essential and Pro shops see an upgrade screen. Change plan in Settings → Billing. For your shop texting number and Call Flow, see Texts and calling. That page is for the shop line, not email blasts.

​
Building an email campaign

1

Name it

Click New Campaign. Give it a name your team will recognize in the list.
2

Pick the audience

Choose from built-in audience types: all contacts, new in the last 30 days, inactive for 90 or more days, high spenders, by service, by vehicle, by tag, or a custom recipient list.
3

Build the email

Add the subject, preview text, and content. The customer’s first name and similar details drop in automatically, and a preview shows the result before sending.
4

Review recipients

Check the recipient preview before sending, especially after narrowing the list. Contacts who cannot receive the campaign are excluded automatically.
5

Send or schedule

Send now or schedule for when your customers read email. Delivered, opened, clicked, and bounced counts roll in per recipient afterward.
Let the assistant draft it. Ask for “a win-back email for ceramic customers we haven’t seen since spring” in the AI chat, then paste the winner into your campaign. See AI agents.

​
Audiences that earn their keep

Preview the recipient count each time; audiences snapshot at send rather than refreshing later, so rerunning a campaign means picking the audience fresh.

​
Compliance basics

Every email campaign includes an unsubscribe link handled for you. The review step shows exactly who receives it before anything goes out.
A good rule of thumb: monthly at most, and only when there’s a reason. Shops that respect the inbox keep their lists responsive; shops that hammer them train customers to ignore everything.

Automations

For always-on sequences, like a review request after every completed job.

CRM

Where tags live that power your audience filters.