Growth & Communication | Workspace
Send broadcasts and build automations
Reach an eligible audience and automate useful follow-up without creating spam.
Sign in to your company workspace to use the related controls.
What this section includes
- Define the goal
- Build the eligible audience
- Write and preview
- Test before launch
- Schedule and monitor
Start-to-finish instructions
Define the goal
Choose one outcome such as confirming appointments, following up estimates, or reactivating customers.
Build the eligible audience
Use customer status, service, location, dates, and documented consent to create the segment.
Write and preview
Use plain language, identify the company, include the action, and verify links and opt-out language.
Test before launch
Send to a small internal test group and verify personalization, mobile layout, timing, and replies.
Schedule and monitor
Choose the permitted delivery window, launch, and review sent, delivered, failed, reply, and conversion results.
Helpful tip: Automations should stop when their goal is achieved, such as when an estimate is accepted.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.