Marketing and Campaigns

This tutorial covers using CleanDayCRM's marketing tools to engage clients, run campaigns, and grow your business.

SMS and Email Campaigns

Creating a Campaign

1. Go to Marketing in the sidebar.
2. Click New Campaign.
3. Fill in the campaign details:

Writing the Message

Use template variables to personalize your messages:

Example SMS:

Hi {{clientName}}! Spring is here and it's time for a deep clean.
Book this week and get 20% off! Reply YES to schedule.
- {{businessName}}

Example Email:

Subject: Spring Cleaning Special - 20% Off This Week!

Hi {{clientName}},

Spring is the perfect time for a thorough deep clean. We're offering
20% off all deep cleaning services booked this week.

Book now and let us make your home sparkle!

Best,
{{businessName}}

Targeting Your Audience

Use Segment Filters to send campaigns to specific groups:

Scheduling

• Send Now -- delivers immediately
• Schedule for Later -- pick a date and time

Campaign Stats

After sending, track:

• Sent Count -- messages successfully sent
• Failed Count -- messages that couldn't be delivered
• Recipient Status -- per-recipient delivery status

Message Templates

Customize the automated messages your system sends.

Template Types

Editing Templates

1. Go to Settings > Messages (or the templates section).
2. Select the template to edit.
3. Modify the text using the available variables:

4. Save.

Example Confirmation Template:

Hi {{clientName}}! Your cleaning is confirmed for {{date}} at {{time}}
at {{address}}. Total: ${{price}}. See you then! - {{businessName}}

Example Reminder Template:

Hi {{clientName}}, just a reminder that your cleaning is tomorrow
({{date}}) at {{time}}. Please make sure the home is accessible.
See you then! - {{businessName}}

Win-Back Automation

Automatically re-engage clients who haven't booked recently.

Setting Up

1. Go to Settings.
2. Enable Win-Back Automation.
3. Configure the sequence:

Default Sequence

Customizing

For each step, configure:

• Days -- how many days after last booking to trigger
• Channel -- SMS, Email, or Both
• Template -- the message content
• Discount Percent -- optional discount offer

Tracking Results

Each win-back attempt is tracked with a result:

For converted clients, the system tracks:

• Which step converted them
• The booking they made
• Revenue from the rebooking

Referral Program Marketing

Leverage your referral program for growth.

Setup

1. Go to Settings > Referral.
2. Enable the program.
3. Set the Referrer Reward (e.g., $25 credit).
4. Set the Referee Reward (e.g., $25 credit for the new customer).

Promoting Referrals

• Each client has a unique referral code.
• Share codes with clients via:
  • Their customer portal profile
  • SMS campaign mentioning the referral program
  • After positive feedback (great time to ask for referrals)

Tracking

Monitor referral program performance:

• Total active referral codes
• Referrals converted
• Credits earned and redeemed
• Client referral tiers (Bronze, Silver, Gold)

Birthday and Anniversary Greetings

Automatic personalized outreach on special dates.

Setup

1. Add birthdays and anniversaries to client profiles.
2. Enable greeting options per client (or use the default enabled setting).
3. The system checks daily and sends greetings automatically.

Types

• Birthday Greetings -- sent on the client's birthday
• Anniversary Greetings -- sent on the client's anniversary date
  • First Booking anniversary
  • Wedding anniversary
  • Custom anniversary

Best Practices

• Include a small offer (e.g., "Enjoy 10% off your next cleaning as a birthday gift!")
• Keep it personal and brief
• Don't overdo it; one message per occasion is enough

Review Requests

Get more online reviews after positive experiences.

Automatic Review Requests

After a job is completed and payment is received:

1. The system sends a feedback link to the customer.
2. If the customer rates 4 or 5 stars, follow up with a review request.
3. The review request links to your Google Business or Yelp page.

Setup

• Add your Google Review URL and Yelp Review URL in Settings.
• Review requests are sent automatically after positive feedback.

Discount Codes

Create promotional codes for campaigns.

Creating Codes

1. Go to Settings > Discount Codes.
2. Create a new code:
   • Code: "SPRING25"
   • Type: Percentage (25%) or Fixed ($25 off)
   • Valid dates: Set start and end
   • Max uses: Limit total redemptions

Using in Campaigns

Reference discount codes in your campaign messages:

Book a deep clean this week and use code SPRING25 for 25% off!
- {{businessName}}

Campaign Best Practices

1. Segment your audience -- don't send the same message to everyone. VIP clients and lapsed clients need different messaging.
2. Time it right -- send campaigns during business hours (10 AM - 2 PM performs well).
3. Keep SMS short -- under 160 characters if possible to avoid multi-part messages.
4. Include a clear call-to-action -- "Reply YES", "Book now at [link]", "Use code XYZ".
5. Respect opt-outs -- clients who opt out of marketing are automatically excluded.
6. Track results -- check campaign stats to see what works and iterate.
7. Don't over-message -- 1-2 campaigns per month is usually enough. More than that risks annoying clients.

Next Steps

• Reports and Analytics -- track your marketing ROI