Campaigns | Marketing Tools Updated September 10, 2024 17:32

Overview

Create professional-looking emails that will boost your business and build lasting relationships. With customizable templates and client segments, you can easily re-engage past customers or upsell your existing customers. Campaigns can be set up to send automatically when clients meet your set criteria, or sent on a one-off basis. 

Note: Only admin users can view the Campaigns dashboard. Learn more about user permissions.

Create an email marketing campaign in Jobber

From Jobber.com, select Marketing from the side navigation, then select Campaigns. To set up a campaign from scratch, select the New Campaign button. There are also options to set up campaigns from a template. Campaigns that are created from a template will already have content created for the email including a subject line, heading, and body text, however the email content can be customized further. Templates include:

• "Re-engage past clients"
• "Upsell existing clients" 
• "Win back lost leads"

There are two ways to send campaigns:

• One-off: These are campaigns that are sent either manually or on a scheduled date.
• Automated: These are campaigns that will send automatically when clients meet the selected campaign triggers

There are three steps to setting up your campaign:

1. selecting the recipients
2. adding your content
3. reviewing the email

Select your client segment

First is setting up your client segment, these are the clients that will receive this email. There are different client segment options for one-off campaigns and automated campaigns. 

Note: There is a limit of 15,000 recipients per campaign.

Client segments for one-off campaigns

For a one-off campaign, there are some pre-built client segments that you can select from, including:

• All clients
• Clients with upcoming visits
• Past clients

Select the Edit button to view the clients that meet the criteria for this segment.

From the "view client segment drawer" select Edit criteria to narrow down these segments further. They can be customized by:

• Client tags: Clients that have tags added to them can be segmented based on if the client contains or does not contain the tag. Segmenting by client tag is an option with the "all clients" client segment or can be added to the "past clients" or "clients with upcoming visits" client segments.
• Job stats: This can be customized to target clients that have a job completion date that falls within a certain time frame with options to enter the number of days, weeks, months, or years since the last job for that client was completed with no upcoming scheduled jobs. This client segment is selected by default for the "past clients" client segment and can be added to the "clients with upcoming visits" client segment. It is not an option using the pre-built "all clients" client segment.
• Line items: This looks at the products and services on any visits that are included in the segment conditions (either past visits or upcoming visits) that fall within the specified date range. This segment can be set up so that it contains or does not contain the line item. This segment option is available with the "past clients" and "clients with upcoming visits" pre-built segments.
• Job type: This customizes whether the visits included are part of a recurring or one-off job. To segment by job type, you will select Job type is and then select either recurring or one-off. It is not possible to select both recurring and one-off jobs as they will cancel each other out. This segment option is available with the "past clients" and "clients with upcoming visits" pre-built segments.

To add additional segmentation click Add.

You will see a preview of the number of clients that meet the criteria set up for this client segment. For each client, only their primary (starred) email address will be used.

Once you've selected the client segment, click Continue to Content. 

Set automation rules

For automated campaigns, start by setting up the automation rules for the campaign since this campaign will sent automatically when clients meet the criteria set up here. Automated campaigns can be used to create an always-on drip campaign so that your clients are automatically sent a targeted message when they meet certain conditions.

If you are customizing a campaign template such as "re-engage past clients" or "win back lost leads", start by selecting the date range

• For the "re-engage past clients" campaign, start by selecting the time period after a job end - for automated campaigns, this is the time elapsed from the job's completion date or scheduled end date, whichever is earlier. This means that jobs that have been left incomplete but have visits in the past are included as long as the client has no upcoming work scheduled.  since after a job has ended or when a quote was sent.
• For the "win back lost leads", select the date range since a quote was sent to the client. By default the campaign template will include only clients who haven't worked with you since the quote was sent and only if the quote status is "archived". If you prefer, the condition that the quote must be "archived" can be changed to include quotes that are in "awaiting response" status. 

To add additional criteria for this automation rule, select the + icon. The criteria that clients will need to match to trigger this campaign includes:

• Client tags: Clients that have tags added to them can be segmented based on if the client contains or does not contain the tag.
• Line items: This looks at the products and services on any visits that are included in the segment conditions that fall within the specified date range. This segment can be set up so that it contains or does not contain the line item.
• Job type: This customizes whether the visits included are part of a recurring or one-off job. To segment by job type, you will select Job type is and then select either recurring or one-off. It is not possible to select both recurring and one-off jobs as they will cancel each other out. 

Once you've selected the triggers for this automation, click Continue to Content. 

Set up your email campaign content

Next is setting up the campaign content. If you selected a template for this email campaign the email content will already be filled in for you, however it can still be customized further. 

In this step you have the option to edit or add:

• an email subject line
• header image (optional)
  • Note: this should be formatted landscape
• heading (optional)
• email body
• a button in your email to direct clients to:
  • an External link: This can be the URL of your choice
  • Online booking page: This is your online booking form through Jobber
  • Request form: This is the request form available in client hub

There is an editor for the message body, including options to:

• customize the font (campaign fonts include Helvetica (default for all templates, Arial, Courier New, Georgia, and Trebuchet)
• bold text
• italicize text
• underline text
• strikethrough text
• add headings (including H1, H2, and normal)
• add a link
• undo
• redo
• add images

Multiple images can be added into the email campaign message body. There is no limit to the number of images that can be added, however individual images must be under 5MB.

Variables can be used in the campaign content to populate details unique to the recipients without adding them directly to the template. For example, you could use {{CLIENT_NAME}} to address the email to the correct person. Since this email will be sent to multiple people, you would not want to write their names directly in the template. To add a variable, click Insert variable and select from the list. Supported variables for email campaigns include: 

• Current Date: {{CURRENT_DATE}}
• Account Balance: {{ACCOUNT_BALANCE}}
• Company Name: {{CLIENT_COMPANY_NAME}}
• Name: {{CLIENT_NAME}}
• First Name: {{CLIENT_FIRST_NAME}}
• Last Name: {{CLIENT_LAST_NAME}}
• Title: {{CLIENT_TITLE}}
• Your Company Name (as listed in your Company Settings): {{COMPANY_NAME}}
• Your Contact Email (as listed in your Company Settings): {{DEFAULT_EMAIL}}
• Your Phone Number (as listed in your Company Settings): {{DEFAULT_PHONE}}

Below the email body is a button to Rewrite. This button uses AI to fine tune your email content with options to make the message more:

• Cheerful
• Casual
• Professional
• Shorter

If writing email content doesn't come naturally to you, the Rewrite button is a good way to improve your content and ensure what you're sending out is professional.

A button can be added to your campaign template so that your clients can click it directly from the email and be brought to a URL, your request form, or your online booking form. To customize the button text, fill in the Button text field with what you want the button to say. For the button color, a HEX code can be entered, or you can select a color from the colour picker. 

If you do not want your email template to include a button, click the Garbage can icon and the button will be removed. Only one button can be added per campaign. 

To preview what your campaign will look like to the recipients, select Send a Test from the top right corner. This will send a test email to the email address that's associated with your Jobber account. If you have any variables in your template, they will be filled in with sample data. 

Review your email campaign

Once you've finished setting up the campaign content, click Review Campaign. You will then be brought to an overview of the content that you've added for this campaign. If this information needs to be updated, click Back to move to the previous step. If everything here looks good, select Verify Email.

The information to be reviewed is:

• Recipients: this is the client segment that will be receiving the email campaign 
• From: the email address this email will be sent from
• Reply-to email address: if customers reply, this will be the detail reply-to email address. This is your email address listed in Settings > Company Settings. At this time, the reply-to cannot be changed
• Subject line: the email campaign subject line

In the verification step, you will be emailed a verification code to make sure that you have access to this email address. By default, campaigns are sent from your company email address, which you can adjust from the Company Settings page. Replies will be sent to this address, as well. 

Check your email for the verification code then enter the code in the box.
Note: The verification code will expire 10 minutes after it is sent. 

Once you're ready to set your email campaign live, select Send and emails will start sending. Once emails are sent this cannot be undone. If you would rather set your campaign to send at a later time, select Schedule to select a scheduled date and time for the campaign to be sent. There is no limit to the number of scheduled campaigns you can have at a time. 

Note: Scheduled campaigns may send up to 10 minutes after the scheduled start time.

If your campaign has been scheduled and you edit the campaign content before it is sent, the scheduled send date will be paused as the campaign will be put back into draft mode.

Monitor your campaigns

From the campaigns home page, there is a high level list of all your campaigns where you can track the progress of the campaign including:

• Campaign name
• Open rate: This is the percentage of recipients that have opened the email
• Click rate: This is the percentage of recipients who have clicked the button in the email
• Revenue: The total value of jobs created for recipients within 30 days after receiving this email. Includes both one-off and recurring jobs
• Status: If the campaign is a draft, in progress, or sent 
• Last updated: Date of the last edit to this campaign 

The one-off and automated campaigns are on different tabs, select either One-off or Automated to view the campaign history of each campaign type.

Note: Automated campaigns include a column for "emails delivered", that does not appear for one-off campaigns. "Emails delivered" is the number of emails that successfully reached recipients inboxes without bouncing or being marked as spam.

If the campaign status is scheduled, hover over the "scheduled" label to see the date and time the campaign is scheduled to send.

To see more detail about each campaign, select the campaign from the list to open a dashboard for each campaign. Along the top is the email campaign summary, highlighting this specific campaign's:

• Open rate: The percentage of campaign recipients who opened your email
• Click rate: The percentage of campaign recipients who clicked on a link in your email. This doesn't include the unsubscribe link
• Revenue: The total value of jobs created for recipients within 30 days after receiving this email. Includes both one-off and recurring jobs
• Unsubscribe rate: The percentage of recipients who clicked the unsubscribe link from this campaign in order to stop receiving marketing emails 

Next is a breakdown of the recipients of the campaign including:

• Recipients (including their name and email address)
• Delivered: If the campaign was delivered to each recipient
• Opened: If the campaign was opened by each recipient
• Clicked: If the recipient clicked a link in your campaign. This doesn't include the unsubscribe link
• Unsubscribed: If they unsubscribed from future campaigns
• Job(s): If any jobs for this recipients were booked within 30 days after receiving the email, with a link to the job(s)
• Revenue: The revenue associated with jobs booked as a result of this campaign

 

Note: Email campaigns do not appear in the client communications report. To monitor your campaign's performance, navigate to the campaign's home page (from the side navigation go to Marketing > Campaigns).

Frequently asked questions

How do I create an email marketing campaign?

From the campaigns page, click Use Template or New Campaign, and you’ll be redirected to the campaign builder. 

We’ll guide you through the steps to create and send your campaign, including choosing recipients, creating your email content, and reviewing all the details before firing it off. 

When editing your content, if you need to leave and come back later, click Save Draft to save your progress. 

How can I customize my email content?

On the content step, you can use Jobber’s defaults, or customize your email’s subject line, heading, and body using the text boxes provided. 

We’ll include your company’s logo and a call to action button directing clients to your request form. 

You can preview what your edits will look like to your clients in real time on the right side of the screen. 

How can I add an image to my email?

Yes! Header images can be added in the"Edit Content" step. By default, we’ll include your company’s logo at the top of your email. 

Will I have a chance to review my email before sending it?

Yes! Once you’ve selected recipients and drafted your email’s content, you’ll be able to send a test to yourself and proceed to a review step before confirming you’d like to send out your email. If you need to make any changes to your recipients or content, you can always use the back button to navigate back and forth through the campaign builder until you’re satisfied. 

Once you click Send Campaign, your email will start to be sent to recipients, and this can’t be reversed so make sure you’ve thoroughly reviewed first!

How can I send a test email?

On the content step, you’ll be able to preview what your campaign will look like to customers in real-time as you make edits.

To send a test email to the email address you use to sign into Jobber, click Send Test at the top of the page. 

How do I send my email?

To send your email, follow the steps in the campaign builder. Once you get to the review step, you’ll have to verify that you own the email address your campaign will be sent from before you can send your campaign.

Once you’ve verified your email address, click Send Campaign button to send the email. 

What email address will my campaign be sent from?

On the review step, you’ll be able to view a summary of your campaign’s details, such as where it will be sent from and where you’ll receive any direct replies to the email.

By default, campaigns are sent from your company email address, which you can adjust from the Company Settings page. Replies will also be sent to the same email address listed in company settings. The way your email address appears to your campaign recipients may differ slightly depending on which email service provider they use.

What happens if my client unsubscribes?

If a client unsubscribes from an email campaign, they will be unsubscribed from the campaign as well as future email campaigns. Other emails you may send them (such as automated reminders, or quotes and invoices) will still be sent.