Marketing Campaigns & Automations

Marketing Campaigns & Automations

Lawnager's built-in marketing tools let you reach customers with targeted campaigns and set up automations that run in the background — so you can focus on the work, not the inbox.

Where to Find Marketing

From the left sidebar, click Marketing. You'll see three tabs:

• •Campaigns — one-time sends to a customer list
• •Automations — triggered messages based on customer actions or timing
• •Activity Log — a record of every message sent

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Sending a Campaign

Campaigns are great for seasonal pushes (spring cleanups, aeration, holiday lighting) or re-engaging customers you haven't heard from in a while.

1. •Go to Marketing → Campaigns and click New Campaign.
2. •Enter a Campaign Name (internal use only — customers won't see this).
3. •Choose your Audience. You can filter by:
   • •All customers
   • •Active customers
   • •Inactive customers (no jobs in a set number of days)
   • •Customers with a specific service type
4. •Select a Template or write your message from scratch. To manage saved templates, go to Settings → Templates.
5. •Choose your Send Method — email, SMS, or both.
6. •Click Send Now or schedule it for a future date and time using Schedule Campaign.

Tip: Use the Activity Log tab after sending to confirm delivery and see open/click activity.

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Setting Up Automations

Automations send messages automatically when a specific trigger happens — no manual work required after setup.

1. •Go to Marketing → Automations and click New Automation.
2. •Give the automation a name, then choose a Trigger. Common triggers include:
   • •Quote sent but not approved (after X days)
   • •Job marked complete
   • •Customer hasn't booked in X days
   • •Review request (after job completion)
3. •Set the Delay — how long after the trigger fires before the message is sent.
4. •Write your message or select a template.
5. •Toggle the automation Active and click Save.

The automation will now run automatically for any customer who meets the trigger conditions.

Tip: The Quote follow-up automation is one of the highest-ROI automations you can enable. Set it to fire 2–3 days after a quote is sent to catch customers who forgot to respond.

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Using the Activity Log

The Activity Log shows a timestamped record of every campaign message and automation message sent from your account.

Use it to:

• •Confirm a specific customer received a message
• •Troubleshoot a campaign that didn't seem to send
• •Review how often automations are firing

You can filter the log by date range, customer name, or message type.

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Common Pitfalls

• •Missing contact info: Campaigns skip customers who don't have an email or phone number on file. Review your customer list under Customers and fill in any gaps before sending.
• •Overlapping automations: If you have multiple automations targeting inactive customers, they can stack up. Check the Activity Log to make sure customers aren't being over-messaged.
• •Templates not saving correctly: Always click Save Template inside Settings → Templates before starting a new campaign — templates created mid-campaign aren't stored for future use.

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Notifications & Test Mode

Before launching your first campaign, it's worth running a test. Go to Settings → Notifications and enable Test Mode — messages will route to your own contact info instead of customers so you can preview exactly what they'll receive.

Turn off Test Mode before going live.

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With campaigns and automations working together, Lawnager can handle your follow-ups and seasonal outreach on autopilot — helping you book more jobs without adding more admin time to your day.