This guide walks you through setting up an automated Smart Marketing campaign that targets leads who haven’t booked yet. Once scheduled, it will check your segment every day and send a tailored email to eligible leads—so you can turn more leads into booked jobs with zero manual effort.

What you’ll accomplish

Build a precise Segment that includes only relevant, not-yet-booked leads with future service dates.
Customize a Template using SmartMoving’s recommended layouts.
Create an Automated Campaign that runs daily at 9:30 AM (except Sundays).

Prerequisites

Access to Smart Marketing (SmartMoving).
A brand configured under Settings.

Walkthrough

Step 1: Create the Segment (Open/Not-Yet-Booked)

This segment targets leads who have not yet booked and still have a future service date.

Start a new segment and base it on a recommended/pre‑built segment (e.g., “Open Leads / Not Booked”).
Lead Date condition:
1. Set to created more than 5 days ago.
2. Tip: Increase this number if you want to wait longer (e.g., 7–14 days), or use a shorter window (e.g., 2 days) for a quicker follow‑up series.
Status/Workflow filters:
1. Include: New and In Progress leads.
2. Why: We only want active opportunities that have not already finished, been booked, or marked invalid.
Service Date condition:
1. Set to happening more than 1 day in the future to keep messages relevant to upcoming moves.
Save the segment.

Result: You now have a focused, intentional segment that captures leads worth pursuing.

Step 2: Prepare the Email Template

Choose a SmartMoving Recommended Template and click Use Duplicate Template.
Branding: Update your logo and brand colors to match your company.
Body content:
1. Review the content and make sure it represents your business and what you’re trying to achieve with this campaign.
2. Confirm all placeholder text is replaced (business name, phone, address, links, etc.).
3. Ensure buttons/links point to the correct destination (e.g., Contact/Booking page).
4. Consider adding your phone number as a clickable link for quick calls.
Test (optional): Send yourself a test email to verify layout.

Step 3: Create the Automated Campaign

Go to Campaigns → New Campaign.
Name: e.g., “Open Leads — Book Now” (or “Book Leads”).
Type: Select Automated Campaign.
Tags (optional): Add a tag to help organize or report later.
Click on Create.
Select Segment: Choose the segment you created in Step 1.
Email Details:
1. Subject: e.g., “Book your move now”.
2. Brand: Select the correct brand.
Select Template: Choose the template from Step 2 and click Use Template.

Step 4: Quality Checklist Before Launch

Check to ensure the right segment is selected.
Ensure your subject is compelling and on‑brand.
Go through the template and look for any missed typos or unconfigured links.

Step 5: Schedule the Automation

Start Date: Choose when to begin sending (e.g., tomorrow).
Recurrency: Daily except Sundays.
Send Time: 9:30 AM (recommended for marketing emails; adjust for your audience).
Schedule the campaign.

What happens next: Every eligible day at 9:30 AM (excluding Sundays), the system checks your segment. If new leads qualify, they automatically receive your email.

Pro tips

A/B Subject Lines: Try a version with urgency (e.g., “Secure your move date”) and one with value (e.g., “Save time—book your move online”).
Add a Phone CTA: Some leads prefer calling. Include a bold, clickable phone link.
Follow‑Up Cadence: Clone this campaign for a shorter Lead Date (e.g., 2 days) as an earlier nudge.
Personalization: Use merge fields (like first name) where available to increase open/click rates.

Troubleshooting

No sends occurring: Double‑check segment filters—especially Lead Date and Status inclusions/exclusions.
Clicks but few bookings: Re‑evaluate the button destination (is it the best page to convert?), simplify the form, or add a call option.
Low open rates: Test and iterate on the subject line and send time.
Branding looks off: Tweak your campaign template until it’s spot on.