Automated Workiz Seasonal IAQ Promo Campaigns
At the start of every season, WebRun opens Workiz, segments past customers by how long it's been since their last cleaning and the season's specific air quality concern such as allergy pollen, wildfire smoke, or a closed-up winter home, drafts a matching promo email in Mailchimp, and posts it to Slack for your approval before send.
How do I run a seasonal indoor air quality promo to past duct cleaning customers?
At the start of every season, WebRun opens Workiz, segments past customers by months since their last cleaning and matches each group to that season's air quality concern, whether pollen, wildfire smoke, or a closed-up winter home. It drafts the promo email in Mailchimp and posts it to Slack, so nothing sends until your team approves it.
- Past customers get a relevant seasonal pitch instead of a generic blast
- Segments match the season's real air quality concern, not a one size fits all offer
- Nothing sends until a team member reviews and schedules it
Built for air duct cleaning companies · indoor air quality businesses · home service marketing teams · seasonal service promoters
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - segment past customers by service history
workiz.com
WebRun opens Workiz to segment past customers by service history. - Open Workiz and pull all customers with a completed duct cleaning job in the past 3 years
- Segment by months since last cleaning and by property type
- Match each segment to the season's relevant concern: pollen and allergens in spring, wildfire smoke in summer, closed-up homes in winter
Done when Every past customer is segmented by service history and matched to this season's concern.
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2
Mailchimp - draft the seasonal promo email
mailchimp.com
WebRun opens Mailchimp to draft the seasonal promo email. - Draft a seasonal promo email per segment naming the specific air quality concern and a limited time offer
- Personalize each draft with the customer's last service date
- Save the campaign as a draft, not a scheduled send
Done when A segmented, drafted promo campaign exists in Mailchimp for every customer group.
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3
Slack - hold the campaign for approval
slack.com
WebRun opens Slack to hold the campaign for approval. - Post the draft campaign summary and segment counts to the marketing Slack channel
- Include a preview link to the Mailchimp draft for review
- Wait for a team member to approve and schedule the send
Done when Team has this season's promo draft and segment counts in Slack, ready to approve.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will the promo email send without anyone reviewing it?
No. WebRun only saves the campaign as a Mailchimp draft and posts a summary to Slack. A team member has to review and schedule the send before any customer receives it.
How does it pick the right message for each season?
It matches the promo copy to the season's known indoor air quality concern, pollen and allergens in spring, wildfire smoke in summer, closed-up homes trapping stale air in winter, so the pitch stays relevant year round.
Does it target every past customer the same way?
No. It segments customers by how long it's been since their last cleaning and by property type, so a customer overdue for service sees a different offer than one who was just serviced.
Related templates
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