Campaigns: One-off Sends

One-off campaigns let you send a single, targeted message to a specific group of customers. Unlike triggered campaigns (which run automatically), one-off sends are manual — you choose who gets the message, what it says, and when it goes out.

Plan requirement: Campaigns are available on Growth and Scale plans. Compare plans to find the right fit.

When to use one-off sends

• Seasonal promotions: "Pre-summer AC service — book this week and save 10%"
• New service announcements: "We now offer solar panel installations"
• Re-engagement: Message customers you haven't heard from in 12+ months
• Event-based: Holiday closures, changed hours, team updates

How one-off sends work (safe mode)

CoolEdge uses a constrained send approach to prevent accidental mass messages:

1. Select a segment — Choose from your saved Smart Lists or create a segment on the fly.
2. Pick a template — Use a pre-built template or write a custom message.
3. Run preflight — CoolEdge shows you exactly who will receive the message, how many recipients, and an estimated SMS credit cost. Review the list before sending.
4. Send — Confirm and send. Messages go out immediately or at your scheduled time.

Creating a one-off campaign

1. Go to Marketing > Campaigns from the sidebar.
2. Click New Campaign and select One-off Send.
3. Choose your audience:
   • Select a saved Smart List (see Smart Lists & Segments)
   • Or build a segment on the fly using filters
4. Choose your channel: Email, SMS, or both.
5. Write your message: Customise the template with your offer, announcement, or update.
6. Preview and preflight: Review the recipient list, check the message preview, and confirm SMS credit usage.
7. Send now or schedule: Send immediately or pick a date and time.

Recipient caps and plan limits

To keep things safe, one-off sends have recipient limits based on your plan:

If your segment exceeds your plan's limit, CoolEdge will prompt you to narrow your audience or upgrade.

Best practices

• Segment first, send second: Never send to "all customers". Use Smart Lists to target the right people — customers who had a specific job type, haven't booked in 6+ months, or are in a particular area.
• Keep SMS short: SMS messages should be under 160 characters where possible. Include a link or phone number for the customer to take action.
• Test with a small group: For your first campaign, send to a small segment (10-20 people) to check formatting and response before sending to a larger list.
• Respect frequency: Don't send more than 1-2 campaigns per month. Customers appreciate helpful reminders but not constant messages.
• Check preflight carefully: The preflight screen exists to protect you. Always review recipient count and message content before hitting send.

Monitoring results

After sending, view your campaign's performance in the dashboard:

• Sent: Total messages dispatched
• Delivered: Successfully delivered (email and SMS)
• Opened: Email open rate
• Clicked: Link click rate
• Unsubscribed: Customers who opted out

Use these metrics to refine future campaigns — higher open rates on SMS? Lean into that channel. Low click rates? Simplify your CTA.