What is Smart Marketing?
Smart Marketing is SmartMoving’s email marketing tool that helps you create, automate, and analyze personalized email campaigns. Integrated with your CRM data, it allows you to target the right leads or customers with the right message at the right time, without needing any third-party tools.
Key Features
Automated Campaigns: Trigger and schedule messages based on move dates, statuses, or customer behavior.
One-Time Campaigns: Send newsletters, announcements, or promotions instantly or on a schedule.
Segment Builder: Target groups by job type, location, date range, or customer status.
Template Editor: Create branded, mobile-friendly emails using a drag-and-drop builder. Search free stock photos, upload your own, and insert brand merge tags for consistent branding.
Contact Management: Automatically imports eligible leads and customers with unique emails. You can set contacts as inactive, or un-suppress previously suppressed contacts.
Performance Analytics: Monitor open rates, click-throughs, conversions, and return on investment (ROI). Total contact counts are now displayed for added visibility.
Compliance Controls: Unsubscribe links are added automatically; suppressed, unsubscribed, and inactive contacts never receive emails.
Organized Campaign Views: Active and archived campaigns are separated for easier management.
Getting Started
Initial Setup
Before launching campaigns, complete these steps:
Configure Brand Settings
Go to Settings > Brand Settings.
Create a unique sender email (around 30 characters).
This email address will appear as the sender in all campaigns.
Wait for Contact Sync
SmartMoving automatically pulls leads and customers with unique email addresses into the marketing module each day at 8 AM UTC.
Campaigns
What is a Campaign?
A campaign is an email or sequence sent to a group of contacts. You can send:
One-Time Broadcasts: Great for promotions, newsletters, or announcements.
Automated Sequences: Send emails automatically based on triggers (move dates, job completion, customer actions) and schedule them in advance. Perfect for welcome series, reminders, or re-engagement.
How-To: Create a Campaign
Steps:
Go to Smart Marketing > Campaigns.
Click Create New Campaign.
Choose between One-Time or Automated.
Select a previously saved Segment (who should get this email).
Pick or create an Email Template.
Set the Sender Email and Subject Line.
Choose to:
Send Now
Schedule for later
Click Send Test to preview, then Launch.
Tips:
Use merge tags to personalize subject lines and content.
One campaign = one segment. Make sure your segment is specific.
Segments
What is a Segment?
Segments define who receives your emails. These are dynamic lists based on your SmartMoving data.
Example Use Cases:
Cold leads who never booked
Customers scheduled for a move this month
People in a specific city or zip code
How-To: Create a Segment
Steps:
Go to Smart Marketing > Segments.
Click Create New Segment.
Use filters like:
Move Date
Job Type
Customer Status
Location
View the preview to confirm matches.
Click Save and name your segment.
Tips:
Start with a narrow group for better targeting.
SmartMoving uses the most recent opportunity when filtering contacts.
Segments tied to active campaigns cannot be deleted.
Templates
Why Use Templates?
Templates save time and keep your branding consistent. SmartMoving provides a gallery of pre-designed layouts you can customize with your logo, colors, and content.
The drag-and-drop editor supports text, images, buttons, and dividers. You can also:
Upload your own images or search free stock photos.
Add merge tags for contact details (like
{{FirstName}},{{MoveDate}}) and brand details (like company name or address).Send a test email directly from the editor to preview on desktop and mobile.
How-To: Create a Template
Steps:
Go to Smart Marketing > Templates.
Click Create New Template.
Choose a layout from the template gallery or start from scratch.
Drag content blocks (text, image, button, divider) into your layout.
Add personalization using merge tags like:
{{FirstName}}
{{MoveDate}}
Apply your brand colors, fonts, and upload your logo.
Click Send Test to preview how the email looks on desktop and mobile.
Save your template for reuse in campaigns.
Tips:
Keep design mobile-friendly (short paragraphs, large CTA buttons).
Use branded headers and clear CTAs like “Schedule Your Estimate” or “See Availability”.
How to Measure the Success of Your Marketing Campaigns
Best Practices for Smart Marketing
Email Content
Personalize with merge tags
Value-driven messaging – Share useful info, not just promos
Clear CTAs – Always guide readers to a next step
Mobile first – Assume most people read on phones
Timing & Frequency
Best send times: Tuesday–Thursday, 10 AM–2 PM
Send often enough, not too much:
Nurture leads: Weekly
Promos: 2–3/month max
Deliverability & Compliance
Unsubscribe link is added automatically
Suppressed, unsubscribed, and inactive contacts are not emailed.
Use clean contact data (no duplicates)
Optimization
A/B test subject lines
Review campaign metrics after each send
Adjust segments and templates based on performance