Turn Past Customers Into Repeat Customers
Tree care work comes back around. A customer who had a removal last summer may want pruning in the fall, a plant health care treatment in the spring, and cleanup after the next storm. If you have not been in touch since the last job, they may call whoever comes up first on Google. ArborDash sends your email and text campaigns from the same system that holds your customer records, so there is no list to export into Mailchimp or Constant Contact and keep in sync.
You write each email in a visual editor with headings, text colors, buttons, callout boxes, two- and three-column layouts, images and links. Start from a blank page, from a template (a seasonal service reminder and a general announcement come ready to edit, and you can save your own in Settings), or have AI draft the subject and body from a short description in the tone and length you choose. Every campaign email carries your logo and brand color in the header, and your company name, mailing address and an unsubscribe link at the bottom. Check it in the desktop and phone previews before it goes out. Campaigns fill in each person's full name, first name and your company name.
The audience comes from your ArborDash records. Choose all active customers, all leads not marked lost, or both, and the editor shows how many people that is before you send. An address that appears on several records gets one email, and invalid addresses are skipped. When someone unsubscribes, with the link in the email or their email app's unsubscribe button, they stop receiving your campaigns, and your office can add anyone who asks by phone. They still get their estimate, invoice and appointment emails. Send a campaign right away or schedule it; scheduled campaigns start going out within about ten minutes of the time you pick. Afterward, each campaign shows how many emails were sent, how many failed, how many addresses were left out and how many people unsubscribed.
Text campaigns suit short news, such as open dates for storm cleanup or a reminder to book spring treatments. They go only to customers who agreed to receive texts and have not replied STOP, up to 500 at a time. ArborDash adds "Reply STOP to opt out." when your message does not already say it, and the editor shows the character count and how many message parts each person will receive. Replies land in your SMS inbox, matched to the customer.
Follow-up rules on the Automations page send email without anyone pressing send. A service follow-up goes out a set number of days, weeks or months after a job that included the services you pick, so a customer whose trees were fertilized last spring hears from you when the next treatment is due. It can repeat every few days up to a limit you set, and it can include "Yes, schedule me" or "Yes, free quote" buttons. When the customer clicks yes, ArborDash creates a pending job with the same services and alerts your office. Other rules follow up on estimates that have not been accepted, remind customers about overdue invoices, and send a reminder before a scheduled job. Follow-up emails can use the job's services and date along with the customer's name.
- Visual email editor with buttons, callouts, columns and images
- Starter templates, plus AI that drafts the subject and body
- Audience from your active customers and leads, each address once
- Unsubscribe link and one-click unsubscribe in every campaign email
- Send now or schedule for a date and time
- Text campaigns to up to 500 opted-in customers at a time
- Sent, failed and left-out counts for each campaign, plus unsubscribes for email
- Follow-up emails after jobs, with "Yes, schedule me" buttons
How It Works
- Open Campaigns in your ArborDash dashboard and start a new email or text campaign.
- Start from a template, write the email in the editor, or have AI draft it. For a text, type the message.
- Choose all active customers, all leads not marked lost, or both. Text campaigns go only to customers who agreed to receive texts.
- Send it now or schedule it. Once it has gone out, the campaign shows how many were sent, failed and left out, and for an email campaign, how many unsubscribed.
- For email that goes out on its own, set up follow-up rules on the Automations page.