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Marketing Tools

Create and Send Client Campaigns

Build targeted one-time or automated email campaigns, schedule delivery, manage consent, and measure engagement and attributed work.

Use campaigns for relevant client outreach

Campaigns send designed marketing emails to selected client audiences.

Use them to:

Reconnect with past clients
Follow up with leads
Promote seasonal services
Highlight service bundles
Share announcements
Request referrals
Follow up on pending quotes

Campaigns can be sent once or remain active as an automation.

Only administrators and users with marketing permission can manage campaigns.

Get started from the campaign dashboard

The dashboard can provide:

Automated-campaign setup checklist
Campaign overview or demonstration
Prebuilt templates
AI campaign generator
Recent performance

Dismissed setup cards do not remove any campaign feature.

Suggested automated campaigns

Common starting points include:

Reconnect with Past Clients: Contact clients without recent or upcoming work.
Recover Lost Leads: Re-engage leads whose quote or opportunity did not convert.
Follow Up on Pending Quotes: Send a final marketing follow-up after the normal quote reminder sequence.

Review existing client communication automations before enabling another campaign.

Generate a campaign with AI

Open Marketing Tools > Campaigns.
Describe the campaign in the generator.
Select Generate Email.
Review the audience.
Edit the subject, message, and call to action.
Review every factual claim and offer.
Save the draft.

An effective prompt includes:

Service or offer
Intended audience
Desired action
Timing
Tone
Restrictions or exclusions

AI-generated content remains a draft and is not sent automatically.

Start a new campaign

Select New Campaign.
Choose a template or Start from Scratch.
Choose One-Time or Automated.
Select recipients or automation rules.
Create the content.
Review the campaign.
Verify the sender when required.
Send, schedule, or activate.

Templates include example content and can be edited completely.

Choose the campaign type

One-time campaign

A one-time campaign is sent manually or on one scheduled date to the audience that matches when the recipient list is prepared.

Use it for:

Announcements
Seasonal promotions
Holiday greetings
A single referral invitation
A time-limited service offer

Automated campaign

An automated campaign remains active and sends when a client meets its rules.

Automated triggers apply after activation. The campaign does not retroactively send to clients who met the condition before it existed unless the setup explicitly offers a backfill.

Select a one-time audience

Start with a prebuilt segment or all eligible marketing contacts.

Prebuilt goals can include:

Convert active leads
Close pending quotes
Recover lost leads
Offer a seasonal promotion
Upsell a complementary service
Send a holiday greeting
Reconnect with clients
Share an announcement
Ask for referrals

The campaign supports up to the recipient limit displayed in the builder.

Filter the recipient segment

Available criteria can include:

Client tags
Never booked a job
Client status
City
Specific client name or email
Always include or always exclude
Last completed job
Services used
Recurring job
One-off job
Recurring job ending soon
Past clients
Clients with upcoming work

Combine filters

Multiple filter groups narrow the audience using AND logic.

For example:

City is North District
AND tag contains Residential
AND tag does not contain Commercial

Review the resulting count and open the recipient preview before saving the segment.

Fieldified uses the client’s primary marketing-eligible email address.

Before sending:

Confirm the audience has the required marketing permission.
Exclude unsubscribed recipients.
Do not add purchased or scraped addresses.
Do not treat transactional email consent as marketing consent.
Include the required business identity and unsubscribe link.

An unsubscribe from campaigns suppresses future marketing campaigns while allowing essential service messages such as appointments, quotes, invoices, and receipts when legally permitted.

Configure automated campaign rules

Reconnect with past clients

Choose the elapsed time since completed work and require that no upcoming work is scheduled.

Recover lost leads

Choose the elapsed time since the quote or lead event. Select the eligible quote or lead statuses.

Follow up on pending quotes

Choose the number of days after quote delivery.

Space this campaign around operational quote reminders so the client does not receive overlapping messages.

Add more criteria

Automation rules can also use:

Client tags
Products and services
Recurring or one-off job type

All configured conditions must be satisfied before the campaign sends.

Build the campaign content

Edit:

Internal campaign name
Subject line
Header image
Heading
Message body
Call-to-action button
Button destination
Button color

The call to action can link to:

A website page
A request form
An online booking page
Another approved external destination

Use one clear primary action.

Format the email

The editor can support:

Font selection
Bold, italic, underline, and strike-through
Heading levels
Links
Images
Undo and redo

Use landscape-oriented header images and keep each image under the displayed size limit. Optimize large images before uploading so emails load quickly on mobile connections.

Avoid placing essential offer details only inside an image.

Personalize with variables

Supported campaign variables can include:

Current date
Client account balance
Client company name
Client name
First and last name
Client title
Your company name
Company email
Company phone

Insert variables using the picker. Preview a record with missing optional details so greetings and sentences remain readable.

See Use Variables in Client Messages.

Rewrite campaign text with AI

Use the rewrite action to make the draft:

More cheerful
More casual
More professional
Shorter

Review the rewrite for accuracy, offer terms, urgency, pricing, and compliance.

Send a test

Select Send Test from the content editor.

The test is sent to the signed-in user or selected internal address and uses sample variable data.

Check:

Subject and preview text
Mobile and desktop layout
Images
Button destination
Business identity
Unsubscribe footer
Spelling and offer terms

A test does not confirm that the live segment or client-specific variables are correct.

Review the campaign

Before delivery, review:

Recipient segment and count
Subject
Body
Images
Button and destination
From address
Reply-to address
Campaign type
Schedule or trigger

The company email from Company Settings is used for sender or replies according to the campaign configuration.

Verify the sender

When Fieldified requests email verification:

Send a verification code.
Open the company inbox.
Enter the code before it expires.
Return to campaign review.

Domain authentication can also be required for reliable branded delivery. Keep DNS authentication records active after verification.

Send or schedule a one-time campaign

Send now

Select Send Campaign after the final review. Delivery begins and cannot be recalled.

Schedule

Choose a future date and time, then confirm the schedule.

Scheduled delivery can begin shortly after the selected time while recipients are queued.

Editing a scheduled campaign returns it to draft and pauses the schedule. Review and schedule it again.

Activate an automated campaign

After reviewing its rules and content:

Confirm the trigger.
Confirm the audience exclusions.
Send a test.
Select Activate.

Newly qualifying clients enter the automation while it is active.

Pause the automation before making substantial changes to its audience, offer, or timing.

Campaign dashboard metrics

Summary cards can show:

Emails sent
Delivered
Opened
Open rate
Click rate
Change from the previous period

Open tracking depends on the recipient’s email privacy settings and is not a perfect measure of readership.

Clicks usually exclude the unsubscribe link.

Campaign list

The list can show:

Campaign name
Open rate
Click rate
Attributed job revenue
Status
Type
Last updated

Campaign statuses

Draft: Editable and not approved for delivery.
Scheduled: Waiting for a future send time.
In Progress: Queued or sending.
Sent: One-time delivery completed.
Active: Automated campaign evaluating new clients.
Inactive: Automated campaign paused or stopped.
Failed: Delivery or setup encountered an error.

Hover or open a scheduled campaign to see its send time.

Filter, sort, and search

Filter by:

Status
One-time or automated type

Sort by:

Campaign name
Open rate
Click rate
Job revenue
Last updated

Search by campaign name or theme.

Review an individual campaign

The campaign dashboard can show:

Open rate
Click rate
Attributed revenue
Unsubscribe rate
Recipient-level delivery
Opens
Clicks
Unsubscribes
Jobs
Revenue

Recipient details help diagnose delivery and understand which contacts acted.

Marketing campaigns are reported in the campaign dashboard rather than normal operational communication history.

Understand revenue attribution

Fieldified can attribute jobs created within a defined period, such as 30 days after the client receives a campaign.

Attribution can include one-off and recurring jobs.

If a client receives several campaigns before booking, the job is attributed to the most recently received eligible campaign. One job is attributed to one campaign.

Attributed job value is not the same as collected revenue and does not prove the campaign was the sole cause.

Duplicate a campaign

Find the campaign in the list.
Select Duplicate.
Review the copied recipients.
Update dates, offers, links, and content.
Send a test.
Schedule or send the new draft.

Duplication copies the settings into a draft. It does not send automatically.

Use duplication for repeat promotions or controlled variations, but always recheck the audience and expiration dates.

Manage unsubscribes

When a client uses the campaign unsubscribe link:

Fieldified suppresses future marketing campaigns to that address.
The event appears in campaign reporting.
Operational messages can continue when permitted.

If a client requests an unsubscribe directly, mark the address as marketing-suppressed in the client communication preferences. Do not rely only on a temporary campaign filter or informal tag.

Campaign FAQ

Can I save an unfinished campaign?

Yes. Select Save Draft and return later.

Can I add images?

Yes. Add a header image and supported images in the body within the displayed file-size limits.

Can I change the call-to-action button?

Yes. Update its label, color, and destination, or remove it.

Can I review before sending?

Yes. Use the live preview, test email, and review page. Sending cannot be undone.

Where do replies go?

Replies go to the campaign reply address shown during review, normally the company email.

What happens after unsubscribe?

The email is excluded from future marketing campaigns but remains eligible for necessary operational email when permitted.