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Reports & Growth

Send campaigns, run drip sequences, and work your pipeline

The Grow tab is your marketing hub. Send a one-time email or text campaign to a segment, set up automated multi-step email journeys (drips) for win-back and cross-sell, and track prospects through a sales pipeline. Email works today; texting sends once SMS is enabled for your account.

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

  1. Click Grow and find the Marketing & referrals tiles.
  2. Click New campaign, choose Email or Text, pick an audience (all, lapsed, or members), optionally start from a template, write your message, and Send.
  3. Click Drip sequences to build automated email journeys; start from the Win-back or Membership cross-sell template, or a blank one, then Start it.
  4. Click Sales pipeline to see prospects as a kanban board; use the arrows on each card to move a lead between stages, and convert a won lead to a customer.
  5. Click Win-back list to see customers with no recent visit, then Message this list to reach them in one step.
Good to know
  • Drip sequences are email-only by design and run nightly. They stop automatically for anyone who leaves the audience, so a won-back customer never keeps getting win-back mail.
  • Text campaigns only actually send once SMS is enabled for your account (it's behind a carrier-approval switch). If texting isn't active yet, the send report will say so honestly and no messages go out.
  • Use {{first_name}} and {{company}} in any message and WaterMark personalizes each one automatically.