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Campaigns Overview Growth+This feature requires the Growth+ plan or higher

Campaigns let you reach your customers with promotions, news, and updates โ€” and show you exactly what each send brings back in bookings and revenue. Pick a goal, pick who gets it, write (or template) the message, and send. EquipDash handles the branding, the delivery, and the tracking.

The Campaigns list with the Results column showing sent, opens, clicks, bookings, and revenue for each campaign

Where to Find Campaignsโ€‹

  1. In the left sidebar, click Promotions then Campaigns.
  2. The page has two tabs at the top:
    • Campaigns โ€” your one-off sends (email or text message).
    • Automations โ€” always-on messages that send themselves (post-trip follow-up, abandoned-cart recovery, win-back).

What You Can Doโ€‹

Send a one-off campaignโ€‹

Click New campaign and follow four guided steps โ€” Goal โ†’ Audience โ†’ Message โ†’ Review & Send. Everything autosaves as a draft, so you can come back anytime.

GoalWhat it's for
Announce somethingSeason opener, new gear, news โ€” tell everyone at once
Fill slow daysPromo blast to fill quiet weekdays
Win back customersReach people who haven't booked in 6+ months
Just a quick notePlain email, no template โ€” like the classic campaigns

Each goal pre-fills the template, audience, and promo suggestion for you โ€” you can change everything before sending. See Creating a Campaign.

Turn on automationsโ€‹

The Automations tab holds three always-on recipes with simple on/off toggles:

  • Post-trip follow-up โ€” ask customers for a Google review after each trip.
  • Abandoned-cart recovery โ€” email customers who started a booking but didn't finish (~2 hours later).
  • Win-back โ€” once a month, email customers 6+ months since their last booking.

Each card shows its own stats. See Automations.

Send by text messageโ€‹

Any campaign can go out as an SMS instead of an email โ€” with a live character count, a cost estimate from your SMS wallet before you send, and quiet hours so customers never get texts at night. See SMS Campaigns.

See what each campaign brings backโ€‹

Every campaign shows Sent ยท Opened ยท Clicked ยท Bookings ยท Revenue right on the list, and per-customer results on its page. Bookings are counted when a customer books within 7 days of clicking or opening. See Campaign Analytics.

Good to Knowโ€‹

  • People who opted out are always excluded automatically โ€” from every audience, every send. Customers who reply STOP to a text are never texted again.
  • Duplicate any campaign from the copy button in the list โ€” handy for sending a variation of something that worked.
  • Campaigns you created before still work. Sent campaigns show their results as before; unfinished drafts open in the new guided flow with everything carried over.
  • Create with Dash: the Create with Dash button on the Campaigns page lets the AI assistant draft a campaign for you. See Create with Dash.

Who Can Use Campaignsโ€‹

Campaigns are available on the Growth plan and up. Team members need the View campaigns permission to see them and Manage campaigns to create, send, duplicate, or toggle automations. See Managing Permissions.