In this article, you will learn how to create one-time or automated 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 email, text, and multi-step workflow campaigns. These campaigns can be sent as one-time blasts with a static audience or automated with dynamic audiences to ensure your campaign can continue reaching the right audience without requiring manual updates.

To learn more about creating multi-step workflows, please see this article.

When to use single-message campaigns

Email and text campaigns are designed to send your audience a single message one time. With Genius Marketing, these campaigns can be sent as one-time blasts or automated with dynamic audiences that grow over time. 

Creating single-message campaigns

Email/text campaigns can be created and set live in just a few minutes. 

1. From the sidebar menu, select Marketing
2. Select Create campaign
3. Select Blast campaign or Automated campaign
   
   1. Blast: For sending campaigns to a static audience 
   2. Automated: For sending campaigns to a dynamic audience that grows over time

4. 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.

5. 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.

Setting your audience rules

After choosing your template, the next step is setting the trigger or filters that determine your audience. 

How you proceed will be determined by the campaign type you chose earlier: blast campaign or automated campaign. 

Blast campaigns require you to set filters that define a fixed audience at the time the campaign is launched. Automated campaigns use a trigger event that is continuously monitored, allowing your audience to grow as new clients meet the criteria.

Proceed to the subsection that matches the option you chose earlier: blast campaigns OR automated campaigns.

Blast campaigns

When setting the audience for your blast campaign, you'll specify which clients qualify for this campaign using filters. You can choose to only include clients who've spent over a certain amount, last clicked an email on a certain date, and more. 

1. Select the Audience section
2. Under Filter by client details, select Add filter and choose the filter you want to apply (e.g., total spend, client tag, city etc.)
3. Repeat Step 3 as needed
4. 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.)
5. Repeat Step 5 as needed
6. (Optional) Select View audience to see which clients are included and remove any you don't want to target

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.

Blast campaigns send emails/text to a fixed audience. This means that the audience you see when setting your campaign live will not change over time. 

Automated campaigns

When setting the trigger for an automated campaign, you’ll use the same automation builder found elsewhere in Workiz. However, some fields are intentionally locked.

You can edit the trigger event, conditions, and trigger window (e.g., 9 a.m. – 5 p.m.), but options like recipient selection and message timing are fixed and cannot be changed.

1. Select Edit trigger
2. Select this happens
3. Select the category and trigger (e.g., a job is created, an estimate is pending, an invoice is paid, etc.)
4. Select Add condition to refine the criteria for your campaign audience (e.g., only if client tag = X, job type = Y, etc.)
5. Select Add trigger

Automated campaigns send emails/texts to a dynamic audience. This means that the audience for your campaign may grow over time.

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. 

Creating your campaign and setting it live

Once your content and audience rules 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 Send to launch your campaign immediately

   Blast campaigns can also be scheduled to be sent at a later date. This option is not available on automated campaigns.

3. Enter the one-time passcode sent to your phone
4. Select Send 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:

• 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. 

Campaign statuses

Each campaign you send through Genius Marketing has a status. Understanding these statuses helps you track progress and know what to expect at each stage of your campaign.

• Blast campaigns
  After sending your one-off campaign, the status will change from Draft to Live before changing to Complete once all messages have been sent. This will likely happen just a few seconds after setting it live.
• Automated campaigns
  Like blast campaigns, automated campaigns will experience a status change from Draft to Live once it has been sent. Because automated campaigns are ongoing, they will never have a status of Complete. 

Pausing automated campaigns

Automated campaigns can be paused at any time. Because blast campaigns are designed to send an email/text to your audience all at once, you will not see the option to pause these after setting them live.

1. From the sidebar menu, select Marketing
2. Select Automated to filter your campaigns
3. Next to the campaign you want to pause, turn the toggle switch off