Setting Up Marketing Automations to Win and Retain Customers

Setting Up Marketing Automations to Win and Retain Customers

Marketing automations let Lawnager send the right message to the right customer at the right time — without you lifting a finger. Whether you want to follow up with a quote that went cold, re-engage a customer who hasn't booked in months, or welcome a new client, automations handle it automatically.

This article covers how to build and manage automations in Lawnager.

What Are Marketing Automations?

Automations are triggered messages — emails or texts — that go out automatically when a specific event happens. Unlike one-time campaigns, automations run in the background continuously.

Common uses include:

• •Following up on an unapproved quote after a set number of days
• •Re-engaging customers who haven't had a job in 60+ days
• •Sending a welcome message after a new customer is added
• •Reminding customers about seasonal services

Getting to Automations

1. •From the left sidebar, click Marketing.
2. •Select the Automations tab.

You'll see a list of any existing automations and their current status (active or paused).

Creating a New Automation

1. •Click + New Automation.
2. •Give your automation a clear name — something like "Quote Follow-Up – Day 3" or "Win-Back – 60 Days Inactive".
3. •Choose a Trigger — this is the event that starts the automation. Available triggers include:
   • •Quote sent but not approved
   • •Job completed
   • •Customer added
   • •No job booked in X days
4. •Set any Trigger conditions — for example, if you selected "No job booked," you'll specify how many days of inactivity before the automation fires.
5. •Choose your Action: send an email, send a text message, or both.
6. •Write your message in the content editor. Use the Insert Variable button to personalize it with details like the customer's first name, your business name, or a quote link.
7. •Set the Send Delay — how long after the trigger fires before the message goes out (e.g., immediately, after 2 hours, after 3 days).
8. •Click Save Automation.

Activating and Pausing Automations

• •New automations are saved in Draft status by default.
• •To turn one on, click the toggle next to it so it shows Active.
• •To stop it temporarily, click the toggle again to Pause it. No messages will send while paused, and it won't lose your settings.

Tip: Always send yourself a test before activating. Go to Settings → Notifications, enable Test Mode, and trigger the automation manually to preview exactly what customers will receive.

Adding Multiple Steps

You can build multi-step sequences so a single trigger fires several follow-ups over time.

1. •Open an existing automation and click + Add Step.
2. •Set a new delay and write a new message for that step.
3. •Repeat for as many follow-ups as you need.

For example, a quote follow-up sequence might look like:

• •Day 1: "Hey [First Name], just checking in on your quote…"
• •Day 4: "We'd love to help with your lawn — let us know if you have questions."
• •Day 7: "This is your last reminder — your quote is still available."

Viewing Automation Performance

To see how your automations are performing, go to Marketing → Activity Log. This shows every message sent, opened, or clicked — filtered by automation if needed.

You can also view aggregate results like open rates and click-through rates directly on each automation's detail page.

Common Pitfalls to Avoid

• •Don't activate an automation without testing it first. Use Test Mode in Settings → Notifications before going live.
• •Avoid overlapping automations. If a customer matches two active automations at once, they could receive back-to-back messages. Review your trigger conditions to prevent this.
• •Keep messages short. Customers are busy. Two or three sentences with a clear call to action outperform long paragraphs every time.
• •Review automations seasonally. A "schedule your spring cleanup" message shouldn't be firing in August. Pause or adjust automations when they're no longer relevant.

Need Help with Campaign Blasts Instead?

Automations are best for ongoing, trigger-based messaging. If you want to send a one-time message to a specific group of customers — like a summer promotion — check out Marketing Campaigns & Automations in the Help Center for one-time campaign setup.