Automated Workiz Seasonal Promo Email Drafts
When you are ready to run a seasonal promotion, WebRun pulls your full customer list from Workiz, segments contacts by last service date and job type, drafts a personalised promotional email for each segment in Mailchimp, logs the campaign details to a Google Sheet, and holds every draft for your approval before any email is sent.
How do I automatically prepare seasonal promotional emails for past pressure washing customers?
When you trigger a seasonal promotion, WebRun pulls your full customer list from Workiz, segments contacts by how recently they last booked, and drafts a personalised promotional email for each segment in Mailchimp. All drafts are held for your approval, and every campaign detail is logged in Google Sheets before a single email reaches a customer.
- Seasonal campaigns reach every past customer with a personalised message, not a generic blast
- All emails are draft and awaiting approval before any customer is contacted
- Campaign log gives a clear record of who was targeted and when
Built for pressure washing business owners · exterior cleaning marketing managers · field service seasonal campaign planners
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 - pull customer list and segment by last service date
workiz.com
WebRun opens Workiz to pull customer list and segment by last service date. - Open Workiz and navigate to the Clients list
- Filter to customers with at least one completed job in the past 12 months
- Segment customers by last service date: within 90 days, 91 to 180 days, and over 180 days
- Capture customer name, email, last job type, and last service date for each
Done when Customer list is segmented into three groups with contact and service details for each.
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2
Mailchimp - draft promotional emails for each customer segment
mailchimp.com
WebRun opens Mailchimp to draft promotional emails for each customer segment. - Draft a personalised promotional email for each segment referencing the customer's last job type and the seasonal offer
- Customise the subject line and offer amount for each segment based on how long since their last service
- Leave all drafts in Mailchimp as campaigns in Draft status and do not schedule or send without approval
Done when A draft Mailchimp campaign exists for each customer segment, awaiting your review before sending.
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3
Google Sheets - log campaign details and approval status
google.com
WebRun opens Google Sheets to log campaign details and approval status. - Open the seasonal campaign tracking Google Sheet
- Log the campaign name, target segment, draft date, customer count, and approval status for each draft
- Flag any segment with fewer than 10 contacts as low-volume
Done when The campaign tracker sheet shows all three segment drafts with their status and audience size.
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 it send the promotional emails to customers without my approval?
No. Every promotional email is created as a draft campaign in Mailchimp and left in Draft status. Nothing is scheduled or sent until you review and approve each campaign yourself.
How does it personalise the offer for each customer?
WebRun tailors the subject line, offer amount, and job type reference based on how long ago the customer last booked and what type of service they had, making each email feel relevant rather than generic.
What counts as an active past customer for inclusion in the promo list?
By default, WebRun includes any customer with at least one completed job in Workiz within the past 12 months. You can adjust this window during setup.
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