65 | The Importance of Drip Campaigns

In this episode of The ServiceMonster Podcast, Joe, Adam, and Mary take a look into drip campaigns within ServiceMonster. How to set them up using templates, how to set them up from scratch, and why they are so important to your business. We also go over ServiceMonster Updates, and take a look at some of your questions in SMUG. Check back every week for a new episode of the Podcast!

00:00 - Intro
02:25 - Showcasing Drip Campaigns
13:35 - Starting A Campaign From Scratch
19:20 - The Importance Of These Campaigns
25:52 - ServiceMonster Updates
29:36 - SMUG Alan: Reference Field
31:21 - SMUG Matt: Change Order Accepted E-mail
32:04 - SMUG Kimberly: Disable Creating New Services for Technician Security Roles
33:49 - SMUG Corey: Help With Marketing and E-mail templates
38:23 - Outro

Creating Templates: https://www.help.servicemonster.net/help-articles/creating-marketing-templates

Order Approval tool: https://www.help.servicemonster.net/help-articles/online-estimate-order-approval
Security Roles: https://www.help.servicemonster.net/help-articles/security-roles

Marketing webinar: https://www.bigmarker.com/servicemonster/ServiceMonster-Marketing

6.5.6. Release notes link: https://www.help.servicemonster.net/release-notes/release-notes-v6-5-6

What is The ServiceMonster Podcast?

Welcome to The ServiceMonster Podcast, your bi-weekly resource for all things ServiceMonster. All episodes are hosted by ServiceMonster CEO Joe Kowalski, with guest hosting duties coming from ServiceMonster employees, service industry leaders, and many others. Thanks for listening and we hope you enjoy!