Marketing Campaigns

Marketing Campaigns for Tax Offices

Send a one-time campaign to a selected audience, or build a multi-step drip campaign that starts automatically when a contact receives a tag, reaches a date, has a birthday, or completes an appointment.

One marketing umbrella, two campaign types

Marketing Campaigns covers both direct audience sends and automated nurture. One-time Campaigns appear as Blasts inside the application; drip campaigns are built in Automations.

One-time and scheduled broadcasts

Choose an audience, write the message, and send now or schedule it for a specific date and time.

  • Bulk email and bulk SMS campaigns
  • Bulk MMS with supported image attachments
  • Save drafts, use templates, and add email preview text
  • Translate messages between English and Spanish
  • Insert contact merge fields such as first name, last name, and company

Audience controls for every send

Build a recipient list that matches the message and respect each contact's communication preferences.

  • Include and exclude tags
  • Filter by contact type or client/service type
  • Filter contacts with a balance due
  • Respect email and SMS opt-in status
  • Preview the recipient list before sending

After sending, review campaign history and scheduled, processing, completed, and failed status. Email reporting includes delivery, bounce, complaint, open, unique-open, click, and unique-click information, plus recipient lists showing who delivered, bounced, opened, clicked, or complained.

Automated drip campaigns run in Automations

A drip campaign is one important use of Automations. It can start from contact activity, follow a schedule, send bilingual messages, wait, and continue through the steps you configure.

  1. A contact submits a Conecta form.The submission enters your normal contact flow.
  2. The form applies a configured tag.The tag connects the form submission to the next automation.
  3. A tag-added Automation enrolls the contact.Choose newly tagged contacts or include existing contacts with the tag.
  4. The Automation sends an email or text.Write English and Spanish content and use supported message channels.
  5. It waits for the right time.Wait for a configured duration or until a weekday and time in the organization timezone.
  6. It performs the next message or action.Continue with communication, tasks, documents, portal actions, reviews, tags, or notes.
  7. The sequence continues through the configured steps.Track enrolled, active, and completed contacts as the automation runs.

Drip campaign ideas for a tax office

Use Automations to make these follow-up sequences consistent without treating every campaign as a one-time send.

Lead nurture

  • New-lead welcome series
  • Tax-season nurture campaign
  • Spanish and English client nurture
  • Returning-client sequence

Client follow-up

  • Appointment follow-up
  • Missing-document campaign
  • Post-service follow-up
  • Review request sequence

Annual touchpoints

  • Birthday campaign
  • Annual reminder campaign
  • Seasonal client reminders
  • Follow-up after a completed appointment

How the three features fit together

Marketing Campaigns, Automations, and Workflows are related, but they solve different problems inside Conecta.

FeaturePrimary purpose
Marketing CampaignsReach selected audiences through one-time broadcasts or automated drip campaigns.
AutomationsTrigger and sequence communication, timing, tasks, documents, e-signatures, tags, portal actions, and follow-up.
WorkflowsOrganize detailed internal office work through stages, per-contact checklists, assignments, priorities, and notes.

Connect the rest of the client experience

Campaigns work alongside the tools your team uses to communicate and serve clients.

Reach clients clearly, then keep follow-up moving

Use a selected-audience broadcast when the message is immediate. Use Automations when the follow-up needs timing and multiple steps.