On the left side navigation, click your workspace and hit Campaigns in the drop-down. On the Campaigns page, you can edit, duplicate or delete any existing campaigns, or create a new one by clicking the ‘Create Campaign’ button on the top right corner.
A campaign can be created from scratch, or by using an existing template aligned with Hatch best practices. In the campaign template gallery, you can click “Estimate Follow-up” to create a campaign to follow up on open estimates.
Contacts get launched into your campaign through a workflow, or can be launched manually. For our Estimate Follow-Up campaign, we can set up an audience looking for all contacts with open estimates in ServiceTitan (or another CRM), so that each contact with an open estimate receives the messaging.
When contacts respond to your campaign, they will pop up in the Inbox column on your salesboard. Once a contact responds, they won’t receive the subsequent messages in the campaign—you (or a bot!) take it from there.
Hatch Customer support is always available if you want help creating campaigns, or want to hear what we’ve learned from successful campaigns in the past.Here are some things to know:Create a Campaign: Check out how to create a campaign from a templateEdit or Update a Campaign: Edit a previously created campaignLaunch Contacts into Campaigns: Launch contacts into campaigns from the contacts pageRemove Contacts from Campaigns: Remove some or all contacts from campaigns
