Mail merge & campaigns

Mail Merge & Campaigns Built for Contractors

The price increase letter. The spring announcement. The renewal reminder. The ones you rewrite badly every year at 10pm. Start from a letter written for this trade, personalize it per customer automatically, and send it to a list that keeps itself current. Included on every plan.

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The campaign template gallery showing ready-written seasonal letters with previews and an Add to my templates button

The problem

The letter that pays for itself is the one you never send.

A 5% increase across a 300-customer book is real money, and it turns on one letter that nobody has time to write in February. Same with the spring announcement that fills the schedule, and the fall aeration note that has a three-week window. They do not get sent because writing them from nothing, at the end of a long day, is miserable.

Start from written

Letters written for this trade, not a generic template pack.

The gallery is stocked with campaign letters for lawn and snow work, each with a note saying when to send it and who to send it to. Preview the full letter, add it to your templates, and change the wording until it sounds like you rather than like a template.

Merge fields do the personalizing. Write «CustomerName» once and three hundred people get their own name.

One campaign, start to finish

  1. 1

    Pick

    Start from the gallery or write your own, with merge fields for the personal bits.

  2. 2

    Target

    Choose a saved segment. It resolves at send time, so it is never a stale export.

  3. 3

    Send

    Email it, print it, or share it straight to the customer portal.

  4. 4

    Follow up

    Let a sequence chase the non-responders on a trigger, without you remembering.

Lists that stay right

A saved segment beats an exported spreadsheet.

An exported list is wrong the moment you export it. A saved segment is a filter, not a snapshot, so "commercial accounts in Concord" means whatever that is on the day you send, including the account you won last week and excluding the one you lost.

Suppressions are checked at send time for the same reason. Somebody who unsubscribed on Tuesday is not on Wednesday's run, even if the run was built on Monday.

What you get

  • A gallery of letters written for lawn and snow contractors
  • Merge fields that personalize every recipient
  • Saved segments that resolve at send time
  • Trigger-based sequences with enable, disable and preview
  • A suppression list checked on every run
  • History of what was sent, to whom and when
  • Share a letter straight to the customer portal
  • Included on Starter, Pro and Scale

Works together

The list is already in the product

CRM & leads

The customers and leads a campaign is built from, and where replies land.

Contracts & renewals

The renewal and price-increase letters that are hardest to write and easiest to template.

Website builder

The other half of the funnel: forms that fill the list you are mailing.

All features

See how the whole platform fits together, from first contact to renewal.

The full year, month by month, is in our landscaping marketing calendar.

Questions

Mail merge & campaigns FAQ

Do I have to write the letters myself?

No. A gallery of ready-to-send letters written for lawn and snow contractors ships with the product: spring cleanup announcements, first mow of the season, fall aeration and overseeding, and more. Click Add to my templates, edit the wording so it sounds like you, and send.

How do the merge fields work?

Fields like «CustomerName» and «City» fill in per recipient when the run happens. You write the letter once and every customer gets their own version, with their name, their town and their details in it.

Who does a campaign go to?

A saved segment: a reusable filter over your customers or leads that resolves at send time. Build "commercial accounts in Concord" once and it stays correct as customers come and go, rather than going stale like an exported list.

Can follow-ups run on their own?

Yes. Sequences are trigger-based: an estimate goes out and the follow-up sends itself a few days later if nothing has happened. Enable, disable and preview them without sending anything.

What stops me emailing someone who asked me not to?

A suppression list. Anyone on it is excluded from every run, and it is checked at send time rather than at list-building time, so a recent unsubscribe is honoured even on a campaign you built last week.

Can I see what was sent?

History keeps every run: what went out, to which list, and when. Letters can also be shared straight to a customer’s portal instead of, or as well as, being printed.

Print or email?

Both. The same template can produce a printable letter for the accounts that still want paper and an email for the ones that do not.

Which plan includes it?

Every plan. Mail merge and campaigns are included on Starter, Pro and Scale alike.

Write it once. Send it every season.

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