Genius Marketing is currently available to a limited group of users. Details on broader access will be shared soon.
In this article, you will learn how to drive repeat business from clients using Genius Marketing.
Genius Marketing is an AI-powered add-on designed to simplify and automate customer outreach. It helps you generate more repeat jobs with less effort through targeted email and text campaigns tailored to your clients’ job history and activity.
Enabling the add-on
Genius Marketing can be found in the sidebar menu alongside other tabs for Jobs, Leads, and Reports.
- From the sidebar menu, select Marketing
- Select Get started to enable the add-on
All eligible accounts have access to a 14-day free trial. If your trial has already ended, you’ll be prompted to purchase the add-on to continue using Genius Marketing.
Feature overview
Marketing performance, front and center
The Genius Marketing dashboard gives you a high-level view of how your campaigns are performing. It highlights key metrics like total campaigns, total sends, open rates, and revenue generated, so you can quickly understand impact. You can also drill into individual campaigns to see audience size, engagement, and results — helping you make informed decisions and optimize future outreach.
To learn more about reviewing your campaign performance, please see this article.
Flexible campaign creation
Whether you're looking to send a one-off email/text blast to your clients, or creating a complex sequence with built-in delays and conditions, Genius Marketing makes it easy to launch campaigns that drive repeat jobs and consistent growth.
To learn more about creating campaigns, please see the following articles:
Ready-made campaign templates built for service pros
Launch campaigns in minutes with professionally designed templates tailored to your industry, season, and common service needs. Simply choose a template, customize it if needed, and send — no writing or design skills required.
Templates can be personalized at any time using manual edits or AI-powered prompts.
Let AI craft the campaign for you
Don't want to use a pre-built template? Simply describe what you want the message to include, and Workiz will instantly generate the full campaign — including the text, image, and call-to-action button. In seconds, you’ll have a professional, on-brand message ready to drive engagement and bookings.
And don't worry — you can always write or adjust the content yourself.
To learn more about crafting campaigns with AI, please see this article.
Target the right clients every time
Use powerful filters to reach exactly who you want — whether it’s by zip code, total spend, client tag, last service date, last email click, and more. Genius Marketing lets you build precise audiences so every campaign is relevant and results-driven.