How to use marketing and lead tools

Steps

1. Open Marketing Setup — From the sidebar, open Marketing → Marketing Setup. Configure the embeddable lead form, referral program, and review-request settings for your business. The lead form can be embedded on an external website and keeps submissions tied to the right region and follow-up flow.
2. Review new leads — Open Marketing → Leads to see website submissions. Follow up with the contact, confirm the service address and requested work, and convert the lead into a customer when it is ready for scheduling or a quote.
3. Send a targeted announcement — Open Marketing → Announcements to send one message to all active customers, a service-mix segment, or a hand-picked group. Use first-name or company merge fields, review the recipient count, and send only after checking the final message. Customer-tag audiences are shown as a future option but are not available yet.
4. Monitor delivery and failed recipients — After sending, review the campaign history for provider-accepted, delivered, bounced, and failed recipients. Failed messages can be investigated and retried from the campaign history; do not assume that an attempted send means the customer received it.
5. Use branded print tools when needed — Growth and Pro owners can open Marketing → Door Hangers to create a branded, print-ready design. Save a design before generating its PDF, and duplicate a design when you want a variation without overwriting the original.