← Back to all guides
Reports & Growth

Text or email all your customers at once

One message to your whole book: a winter watch notice, a storm check, a season opening. WaterMark shows you exactly how many customers it reaches and what it costs BEFORE anything sends, then sends it in the background so you can close the window, and finishes with an honest receipt.

Where: Grow tab (left sidebar) -> Marketing & referrals -> New campaign

  1. Click Grow in the left sidebar, then click New campaign in the Marketing & referrals panel.
  2. Choose Text message (SMS) or Email, pick the audience (all customers, lapsed, or members only), and write your message. Start from a template if one fits.
  3. Click Review and send. Nothing has gone out yet.
  4. Read the review screen: how many customers this reaches, how many text messages that really is, how many are included in your plan this month, and the exact extra cost if it goes past your included texts.
  5. Click the send button (it names the recipient count), then confirm the question.
  6. Watch the progress bar, or close the window and let it finish on its own. The receipt shows how many sent, how many were held for quiet hours, and how many were skipped.
Good to know
  • Every text carries the required brand and opt-out line (Reply STOP to opt out), which adds about 50 characters. A message just under the one-text limit often becomes two texts. The review screen counts real text messages, not characters, so the number you approve is the number you are billed for.
  • Anyone whose own local clock is inside quiet hours (9 PM to 8 AM) is HELD, not sent and not dropped. Send again after 8 in their local morning to reach them. A notice written at 6 AM reaches nobody until then.
  • A daily safety limit caps how many texts one company sends in a day. If your list is bigger than that, the review screen tells you roughly where today stops, and you send the rest tomorrow.
  • Customers who texted STOP, who have Do not text set, or who opted out of marketing are never contacted, and they are counted apart from failures so a receipt never blames a delivery problem that did not happen.
  • Use {{first_name}} and {{company}} anywhere in the message and every copy is personalized automatically.
  • One campaign sends at a time per company. If you reload or click twice, WaterMark attaches you to the campaign already running instead of texting your book a second time.