Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
Before you start
Texts count towards your monthly texts. Marketing messages only go to customers who agreed to them.
- Open Messages, then Bulk message.
- Under What it's about, choose Your service (rain delays, changes to visits or prices) or Marketing (offers and new services). Under Send by, choose Text or Email.
- Choose who it goes to: rounds, Areas by postcode (optional), tags, and Customers who are Active, Paused or Left. With a visit on (optional) picks only customers with a visit that day. More ways to choose has Last cleaned, Next visit, yearly value and Amount overdue over (£).
- Recipients shows how many will get it and who's left out. Choose Next: write it.
- Write the Message, or choose Start from a template (optional). Check the Preview, then choose Next: check and send.
- Under When, choose Send now or Send later with a date and time. Then choose Send to, or Schedule it.
What happens next
The message's page shows how many were sent, opened and replied to, and who it went to. Sent and scheduled lists every bulk message. To stop one that hasn't gone yet, open it and choose Cancel it.
Marketing texts end with Reply STOP to opt out. Replies to texts come to your Inbox.
If something goes wrong
- “That's more texts than you have left”: pick fewer customers, or send by email.
- “Today's bulk emails on your plan are used. More can go from midnight.”
- “Bulk email is paused for your business”: too many recent emails bounced or were marked as spam. Contact us to turn it back on.
- “Nobody matches. Change the filters to reach someone.”
- “Choose a time in the next 90 days.”: a message can be scheduled up to 90 days ahead.
Who can do this
The owner and managers who can message customers.
Still stuck? Send us a message.