🚀 Campaigns & Workflows
Automate your tax practice marketing and client communications with powerful campaign workflows. Send targeted messages, nurture leads, and grow your practice year-round.
Campaign Features
Email Campaigns
Create and send professional email campaigns to nurture leads, follow up with clients, and promote your tax services.
- Email templates and designs
- Automated drip campaigns
- Personalization and segmentation
- Open and click tracking
SMS Campaigns
Send targeted SMS messages for appointment reminders, tax deadline alerts, and quick client updates.
- Bulk SMS messaging
- Automated reminders
- Delivery status tracking
- Opt-out management
Automated Workflows
Set up automated workflows that trigger based on client actions, tax season schedules, or lead behavior.
- Trigger-based automation
- Multi-step workflows
- Conditional logic
- Integration with contacts and tasks
Campaign Analytics
Track campaign performance with detailed analytics on open rates, click rates, conversions, and ROI.
- Open and click tracking
- Conversion rate analysis
- Revenue attribution
- Performance dashboards
How Campaigns Work
Create Campaign
Design your email or SMS campaign using professional templates and customize content for your tax practice.
Segment Audience
Target specific groups of contacts based on client type, tax year, service history, or custom criteria.
Set Up Automation
Configure automated workflows that send messages based on triggers, schedules, or client behavior patterns.
Track & Optimize
Monitor campaign performance and optimize based on engagement rates, conversions, and client feedback.
Benefits for Your Tax Practice
📈 Year-Round Revenue
Generate consistent revenue outside of tax season with automated lead nurturing and client retention campaigns.
⏰ Time Savings
Automate routine communications and follow-ups to focus on high-value activities and client service.
🎯 Better Targeting
Send relevant messages to the right contacts at the right time with advanced segmentation and personalization.
📊 Data-Driven Growth
Make informed marketing decisions with detailed analytics on campaign performance and client engagement.
Ready to Automate Your Marketing?
Transform your tax practice with automated campaigns and workflows. Nurture leads, retain clients, and grow your practice year-round with Conecta.
Questions about campaigns and workflows? Contact our team: