SmartMoving Software

Smart Marketing is SmartMoving's built-in tool that automates personalized email campaigns using CRM data, with no third-party tools.

Smart Marketing Overview

Learn the differences between one-time, automated, and drip campaigns in Smart Marketing. This article explains how each email campaign type works, when to use them, and how to choose the…

Campaign Types in Smart Marketing

Learn how to create and send one-time email campaigns in Smart Marketing. This guide explains when to use one-time campaigns and walks through each step, from creating a campaign and…

How to Create a One-Time Campaign

Learn how automated campaigns work in Smart Marketing and how to set them up. Learn to use automated campaigns and walks through creating a campaign, selecting a segment, editing templates,…

How to Create an Automated Campaign

Learn how drip campaigns work in Smart Marketing and how to build them step by step. Learn when to use drip campaigns and covers creating a campaign, choosing a segment,…

How to Create a Drip Campaign

Campaign Scheduling Explained

Turn open leads into booked jobs automatically. Set up an automated campaign to follow up with unbooked leads. Build a segment, customize a branded template, and schedule daily sends to…

How to Create an Automated Campaign for Unbooked Leads with Smart Marketing

Learn how segments work in Smart Marketing and how to create them. Learn what segments are, how they use SmartMoving data to dynamically target contacts, common examples, setup steps, guardrails,…

Segments in Smart Marketing

Learn how to use email templates in Smart Marketing to create consistent, professional campaigns. Learn why templates matter and how to create, edit, duplicate, preview, test, and apply templates across…

Templates in Smart Marketing

Learn how ROI and analytics work in Smart Marketing. This article explains how campaign revenue is tracked, what key metrics like ROI, open rate, and CTR mean, how attribution works,…

ROI & Analytics in Smart Marketing

Learn how to view a contact’s Smart Marketing email campaign history directly from an opportunity’s Sales tab, including sent dates, engagement metrics, and unsubscribe options.

How to View Email Campaign History in an Opportunity

Learn how to bulk deactivate Smart Marketing contacts using filtering rules to stop campaigns, reduce active billing counts, and keep your contact list clean.

How to Bulk Deactivate Contacts in Smart Marketing

Learn how to insert a Customer Portal estimate link (as text or a button) and use Opportunity-level merge tags like Service Date and Service Type (primary) in Smart Marketing templates…

How to Add an Estimate Link and Opportunity Merge Tags in Smart Marketing Templates

Michelle Carone

This documentation will teach you how to use our Smart Marketing tools.

Smart Marketing

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