In this article, you will learn how to create one-time email and text campaigns with 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.

With Genius Marketing, you can create one-off email and text campaigns, or multi-step workflows that include multiple messages, delays, and conditions. 

Here, we will cover how to create one-off campaigns. To learn more about creating multi-step workflows, please see this article.

When to use a one-off campaign

One-off campaigns are ideal when you want to send a single message to a targeted group of clients. They work best for:

• Annual or bi-annual maintenance reminders
• Limited-time discounts
• Seasonal service reminders
• Announcements
• Last-minute availability

Creating a one-off campaign

One-off campaigns can be created and set live in just a few minutes. 

1. From the sidebar menu, select Marketing
2. Select New campaign

3. Select Email or Text
   

   Please note that in order to send text messages with Genius Marketing, you will need to be registered for A2P 10DLC. To learn more about registering your business for text messaging, please see this article.

4. Continue to the next section

Choosing a template (optional)

Workiz makes it easy to launch campaigns in minutes with professionally designed templates tailored to your industry. You’ll also find templates for holidays (such as Thanksgiving, Christmas, and the Fourth of July), general follow-ups, seasonal promotions, and more.

Each template includes a relevant image, professionally written messaging, a built-in call-to-action button (e.g., Book Now or Leave a Review), and an email signature — so you can send with confidence right away.

You can use any template as-is, customize it to fit your needs, or create a campaign entirely from scratch.

Editing the content

Whether you start with a template or build your campaign from scratch, you’ll have full control over the final message. You can do the following to match your goals and branding:

• Update the image using AI, choose one from our pre-built library, or upload your own
• Edit the subject line and body text with AI or manually
• Customize the call-to-action button (including its text, size, and color)

To learn more about how to edit the content of a Genius Marketing campaign, please see this article. 

Targeting the right audience

After finishing the content of your campaign, you can move onto applying the right filters to target the exact clients you want to send your campaign to. 

1. Select the Content section header to collapse this section
2. Select Audience to expand this section
3. Under Filter by client details, select Add filter and choose the filter you want to apply (e.g., total spend, client tag, city etc.)
4. Repeat Step 3 as needed
5. Under Filter by client activities, select Add filter and choose the filter you want to apply (e.g., last service date, last job type, last email click, etc.)
6. Repeat Step 5 as needed

As you apply filters, your campaign’s estimated reach updates in real time to include only the clients who match your criteria. Workiz shows you the exact number of clients who will receive the campaign, so you can quickly see whether your targeting is too broad, too narrow, or just right.

Keep in mind that a campaign’s audience is locked in at the time you launch it. Any new clients who meet your criteria after the campaign has been sent will not automatically be added to that campaign.

To reach those clients, you’ll need to create a new campaign. You can easily do this by duplicating an existing campaign, reapplying your original filters, and narrowing the audience to clients created after a specific date (i.e., all clients created after the previous campaign was launched).

Creating your campaign and setting it live

Once your content and audience filters are all set, it's time to create your campaign and set it live. Before you can create your campaign, please note the following:

• If you are creating a text message campaign, you will need to be registered for text messages before you can create it. To learn more about registering your business for text messages, please see this article.
• Two-factor authentication is required to launch campaigns with Genius Marketing. You cannot send campaigns unless 2FA is enabled for your account. To learn more about setting up 2FA in Workiz, please see this article.

To create and send your campaign:

1. Select Create to save your campaign as a draft
   
2. Select Set live to launch your campaign
   
3. Enter the one-time passcode sent to your phone
4. Select Set live to launch your campaign

Setting your campaign live will instantly send the email or text your prepared. If you're sending a text campaign, Workiz may notify you if:

• You still need to complete text message registration
• Your current phone plan doesn't include enough texts to cover the campaign
• On-demand texting needs to be enabled to reach your full audience

Make sure to take care of any required steps first so your campaign reaches everyone it's meant to. 

After setting your one-off campaign live, the campaign status will change from Draft to Live, before changing to Complete once all messages have been sent.