Run campaigns and manage reviews

The Marketing page brings together customer campaigns, reviews, referrals and lead source tracking. It's included on the Pro and Scale plans.

The top of the page shows your Avg rating, Tracked calls · 30d, Campaigns sent and Referrals. The tabs below are Campaigns, Segments, Reviews, Referrals and Calls & attribution.

#Build a segment

A segment is a saved group of customers that match up to three rules.

1. Open the Segments tab.
2. Under New segment, give it a Name, like "AC older than 10 years".
3. For each rule, pick a field (such as Equipment age (yrs), Equipment type, Is member (true/false), Days since last service, City, Tag, Has open estimate (true/false) or Customer type), an operator (≥, ≤, is, is not, has) and a value.
4. Click Save segment.

Each segment shows how many customers match right now.

#Send a campaign

1. Open the Campaigns tab and click New campaign.
2. Enter a Name, choose the Audience (a segment) and the Channel (Text or Email).
3. For email, add an Email subject.
4. Write the Message. Use {{first_name}} and {{company}} to personalize it.
5. Click Save draft.
6. When you're ready, click Send on the campaign and confirm.

The list shows how many messages were Delivered and Skipped. Customers marked Do not text are skipped for text campaigns.

Owners, admins, office/CSR staff, sales reps and project managers can write and send campaigns.

#Reviews

On the Reviews tab, connect Google Business Profile to pull your reviews in. They sync every 6 hours, or click Sync now. Type a Reply under any review to answer it from Homeforce.

To ask for reviews automatically after an invoice is paid in full, turn on Ask for a review automatically in Settings → Reviews and add your Review link.

#Referrals

The Referrals tab lists referrals and the rewards you've given.

#Calls & attribution

Calls & attribution shows each lead source over the last 30 days: tracking number, calls, missed calls, leads, jobs, revenue, spend, cost per lead and return on ad spend. You'll also see synced ad campaigns and a call log. Set each source's monthly cost and tracking number in Settings → Lead sources & pipeline.