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Hatch campaign templates are recommended messaging sequences to help you maximize response rates, reduce opt-out rates, and reduce spam rates. The duration, frequency, channel, and verbiage are all based on analyzing performance data on thousands of Hatch campaigns, as well as these messaging best practices.

Campaign template FAQs

Absolutely. You are free to modify the campaign templates to your liking — just be sure to stick to the best practices!We also have compiled guides with variations of the messaging, in case you want to try something new. Those can be found here:
The campaign templates are available right within Hatch, but we also have made them available in word document form. This is helpful for:
  • Collaboration with team members on message verbiage.
  • Being able to first browse the templates without having to implement them.
  • Anyone who doesn’t have access to Hatch, who wants to understand what a campaign looks like.
  1. Log in to Hatch and navigate to your campaigns tab.
  2. Click on “Create Campaign”
  3. You will be brought to the campaign template library, where you can choose a template or start from scratch.
  4. Once you click “Use Template,” you’ll be able to modify it however you want. You can change the verbiage, add and remove messages, channels, and more.

Hatch campaign templates

Lead outreach campaign templates

Beat your competitors to leads and book more appointments.

1. Hatch Chat

Engage contacts who have requested text outreach through your website.

2. Home show or conference

Follow up with leads from a home show or conference.

3. Speed to lead message template

Engage new leads instantly (from your website, Angi, and other lead sources.).

Sales follow-up campaign templates

Seize more opportunities and close more deals.

4. Canceled Appointments

Reach out to canceled prospects to reschedule their estimate.

5. Appointment Follow-Up - Feedback Approach

Engage prospects after their appointment/estimate.

6. Estimate Follow-Up

Follow up directly on an estimate you provided.

Customer experience campaign templates

Keep customers informed and engaged, to increase satisfaction, loyalty, and retention.

7. Accounts Receivable

Reach out to customers for payments.

8. Upcoming Appointment Reminder

Remind customers about their upcoming appointment

9. Appointment Confirmation*

*This template is not in Hatch because the appointment date/time snippet varies depending on your CRM. If you want to use it, work with your Account Manager to identify the right snippet. Ensure clients their appointment is booked.

10. Schedule installation template

Inform customers that their product has come in and that it’s time to schedule the install.

Nurture campaign templates

Reach out to aged leads or past customers in your database to drum up new opportunities.

11. Nurture - Canceled Appointments

Re-engage old leads who canceled their appointments.

12. Nurture - Dead - Open Estimate

Reach out to aged leads who never responded to your estimate.

13. Nurture - Dead - Never Booked Appointment

Reach out to aged leads who never booked an appointment.

14. Nurture - Previous Customer

Reach out to past customers about new projects.

Review & Referral Campaign Templates

Ask satisfied customers to spread the word about your business.

15. Referrals

Tell satisfied customers about your referral program.

16. Reviews

Share a link with customers to leave a review.
NOTE: There is not a snippet in Hatch for your review link, so you must add this manually.

17. Feedback

Ask customers for feedback on a completed project.

Recurring service and membership campaign templates

Increase retention and loyalty with maintenance services.

18. Membership Auto-Renewal Reminder

Remind membership customers that their membership will renew soon.

19. Join Membership

Promote your membership program to current customers.

20. Expiring Membership

Encourage membership customers to renew before expiration.

21. Expired Membership

Encourage expired membership customers to renew.

22. Schedule Recurring Service

Reach out to membership customers to schedule their service.

Bot campaign templates

Text-only campaigns for Hatch AI users, focused on real-time engagement.

23. Day-Of Appointment Confirmations (Bot)

Single-text campaign that requests the customer to confirm their appointment for the current day.

24. Appointment Follow-Up (Bot)

7-day text campaign specifically tailored to be attached to a Sales Follow-Up bot.

Click here to access the templates in document form.