Introduction
Text campaigns are your text blasts. Use them whenever you want to send one message to a specific group of clients. You'll find them under Marketing > Campaigns.
Creating a Campaign
Click New Campaign in the upper-right corner.
Name your campaign, such as October Birthday Promotion.
Select Text.
Start from a blank campaign, use a template you've created, or copy a past campaign.
Add a description if you'd like. This is optional and only for your staff. Your AI Assistant doesn't use it.
Click Next.
Choosing Your Audience
You can build your audience three ways:
Common Filters: Quick picks, such as package holders who are running out, at-risk or new members, pre-sales clients, or clients from third-party vendors.
Lists: Any Client Lists you've created.
Custom Filters: Build a specific group that isn't covered by a common filter or list.
For example, for a birthday promotion you could combine custom filters for birthdays this month, active members and Member Health. You could also add Last Completed Booking within the last 14 days.
Preview Your Audience
Important: Always use Preview before you send. As you add filters, SalesRevv shows how many clients match. Click Preview, then open a few client profiles to confirm they match what you're going for. If not, add or remove a filter.
This applies anywhere you use custom filters, including Client Lists, pipelines and workflows.
Writing Your Message
Write your message, then add anything else you need:
Emojis
Files or images
Variables, such as the client's first name, plus any custom fields or forms you've created
Templates
Learn more: 📘 SalesRevv Training: Creating a Text Template
Watch Your Segments
A segment is 160 simple characters, and one message can use more than one segment. For text blasts, keep your message under two to three segments.
Every segment counts toward your subscription for every person you send to. For example, a two-segment message sent to 1,000 clients uses 2,000 segments.
Learn more: 📘 SalesRevv Training: Billing & Segments
Marketing vs. Transactional
Leave the Transactional toggle off for marketing messages. Marketing messages only go out during promotional hours.
Turn it on only for information clients need to know, such as a class cancellation.
Scheduling & Sending
Click Continue, then choose to Send Now, Schedule for later, or Save Draft.
Before anything sends, you'll see a review screen. Double-check:
Audience: Who will receive it.
Segments: How many segments the message uses.
Timing: Whether it sends now or at a scheduled time, and whether that's within promotional hours.
Cost: The total number of segments the campaign will use.
Confirm you've reviewed your audience and message, then click Send. If you're not ready, click Save Draft to come back later.
Pro Tip: For branded marketing emails, see 📘 SalesRevv Training: Creating & Sending Email Campaigns.