Smart Marketing is SmartMoving’s built-in email marketing tool that helps you send the right message to the right customers at the right time, automatically. Using your SmartMoving CRM data, you can create targeted email campaigns without relying on third-party tools.
Whether you’re nurturing new leads, preparing customers for their move, or re-engaging past clients, Smart Marketing helps you stay connected and drive more revenue with less manual work.
💡 Dive deeper in the Academy
Learn SmartMoving's Smart Marketing tool through short videos, interactive lessons, and real-world best practices, and earn a shareable certification by completing the Smart Marketing: Reach the Right Customer at the Right Time
course.
After signing in to the SmartMoving website, select Academy from the User Account Settings to access the course.
What You Can Do with Smart Marketing
With Smart Marketing, you can:
Send one-time emails like newsletters, announcements, or promotions
Automate emails based on move dates, job status, or customer activity
Build multi-step email sequences that follow up with leads or customers over time
Target the right audience using dynamic segments
Design branded, mobile-friendly emails using ready-made or custom templates
Track performance with built-in analytics and ROI reporting
All emails include automatic unsubscribe handling, and suppressed or inactive contacts are never emailed.
Campaign Types at a Glance
Smart Marketing offers three campaign types. Each serves a different purpose:
One-Time Campaigns
Send a single email to a specific audience on a chosen date and time.
Best for:
Newsletters
Promotions or seasonal offers
Announcements or reminders
➡️ Learn more: One-Time Campaigns
Automated Campaigns
Continuously send emails to contacts who meet your criteria on a recurring schedule.
Best for:
Pre-move reminders
Follow-ups based on move dates or job status
Ongoing customer communication
➡️ Learn more: Automated Campaigns
Drip Campaigns
Send a series of emails to each contact over time, with delays between messages.
Best for:
Lead nurturing
Post-estimate or post-move follow-ups
Structured, multi-step messaging
➡️ Learn more: Drip Campaigns
How Targeting Works: Segments
Every campaign sends to a segment, a dynamic group of contacts built from SmartMoving data like:
Move date
Job type
Customer or lead status
Activity or timing criteria
Segments update automatically, ensuring the right contacts receive the right message.
➡️ Learn more: Segments
Designing Your Emails: Templates
Templates let you create reusable, branded emails using a drag-and-drop editor. You can:
Start from professionally designed templates
Customize layouts, colors, images, and text
Insert merge tags for personalization
Preview and test emails before sending
➡️ Learn more: Templates
Measuring Success with Analytics & ROI
Smart Marketing tracks how your emails perform, including:
Open and click-through rates
Conversions and attributed revenue
ROI and net gain by campaign
This helps you understand what’s working and where to optimize.
➡️ Learn more: ROI & Analytics in Smart Marketing
Ready to Get Started?
Most users start by:
Setting up their Brand
Creating a segment
Choosing a campaign type
Selecting or customizing a template