Marketing
Email and text campaigns, a referral program, and Google and Meta ads with the revenue they brought in.
ServFlo's marketing tools are under Engage in the sidebar: Campaigns (email and text broadcasts to customers who agreed to marketing), Referrals (customers share their own link and both sides get a reward) and Ads (what your Google and Meta ads brought in).
Owners and admins create and send campaigns, run referrals and connect ad accounts. Dispatchers can see campaigns, results and referrals.
Create a campaign
Email and/or text, drafted with AI if you like.
Audiences and segments
Choose who gets it and see who can be reached.
Send and manage campaigns
Send now, schedule, pause or cancel.
Campaign results
Opens, clicks, bookings and revenue.
Set up referrals
Rewards for both sides.
Manage referral rewards
Apply credits, mark gift cards sent.
Ads
Connect Google Ads and Meta and see the return.
Tracking and attribution
How results are credited.
Consent comes first. Campaigns go only to customers who agreed to marketing, once per channel, with an unsubscribe link or STOP line, and never during your quiet hours. Archived and do-not-service customers are never included.
Without the campaigns feature you can still pause, cancel or delete a campaign and apply or void referral rewards already earned, so nothing is left half-done.