Marketing
Send campaigns to your customers and grow with referrals.
Send email and text campaigns to the customers you choose, such as a spring team-tee offer or a reorder reminder before the holidays, and see the requests and revenue each one brought in. Reward customers who send you new business with a referral program.
Find both under Engage → Campaigns and Engage → Referrals.
Engage → Campaigns with sent and scheduled campaigns and their results
Screenshot coming soon
Create a campaign
Write it, or draft it with AI.
Choose who gets it
Filters, saved segments or hand-picked customers.
Send, schedule or pause
Now, at a time, or at each customer's local time.
See campaign results
Opens, clicks, requests and revenue.
Set up referrals
Every customer gets a link to share.
Apply referral rewards
Credits and discounts on invoices.
Who can do what
- Owners and admins create, send and manage campaigns and the referral program.
- Staff can see campaigns, referrals and their results.
Campaigns only go to customers who agreed to marketing, once per channel, with an unsubscribe link or a STOP line. See Consent and opt-outs.