Automations

Set-and-Forget Campaigns

Create New Automation

Active Automations

+1 this month

Total Exported

4,280

+342 this month

Credits This Month

342

of 500 budget

Avg Response Rate

4.2%

+0.3% vs last month

Aging HVAC — Northern KY

Active

Rules

HVAC age > 12 years, Lead Score > 70, Within 25mi of 41017

Schedule

Weekly — Mondays at 8am

Channels

Direct MailEmail

Last Run

Feb 17, 2026

Next Run

Feb 24, 2026

Exported

1,840

New Homeowner Outreach

Active

Rules

Purchase date < 90 days, No contractor assigned, Property value > $200K

Schedule

Bi-weekly — 1st & 15th

Channels

Direct MailSMS

Last Run

Feb 15, 2026

Next Run

Mar 1, 2026

Exported

1,120

Water Heater Replacement Window

Active

Rules

Water heater age > 10 years, No recent service, Owner-occupied

Schedule

Monthly — 1st at 9am

Channels

EmailPhone

Last Run

Feb 1, 2026

Next Run

Mar 1, 2026

Exported

680

Spring AC Tune-Up

Paused

Rules

AC unit > 5 years, Last service > 12 months, Within service area

Schedule

Weekly — Starting Mar 1

Channels

Direct MailEmailSMS

Last Run

May 12, 2025

Next Run

Paused

Exported

520

Roof Replacement Alerts

Draft

Rules

Roof age > 20 years, No recent inspection, Property value > $150K

Schedule

Not scheduled

Channels

Direct Mail

Last Run

Never

Next Run

Not scheduled

Exported