Customer Q: Will Campaigns get more customer segment functionality based on tags, etc?
A: Campaigns is constantly getting new functionality to the product. At the moment, you can filter your customer list using client tags for campaigns. Here's a screenshot of the filters that are available under the 'All clients' segment today:Customer Q: Do campaigns only send to the default email address for the client?
Customer Q: Do campaigns only send to the default email address for the client? Or, can we use the secondary email, as well? Most customers have a billing email that we use for default, but we can market to those we talk to. A: At the moment, you can only send to the default/primary email address on the client's profile. Thanks for your feedback about choosing which email on the client's profile to send campaigns to––we will share that feedback with the product team!Customer Q: Is there a one-off campaign template to close customers who haven't approved a quote?
A: Yes! You can use the 'Close on pending quotes' template for this. If you're already using quote follow-ups, you'll see a prompt letting you know when the last follow-up is sent so you don't schedule over them 💡 The benefit of using Campaigns for this scenario is that you can use rich text and images to create a more professional-looking communication!
