What you will accomplish

You will create a planned customer message—by email, text, push notification, or social post—and schedule when it should go out. When you finish, the campaign appears on the Marketing & Events calendar.

When to use a campaign

Use a campaign when:

• Many customers should hear the same update (open house, storage reminder, holiday hours).
• You want to invite people to an event you already created.
• You are promoting a service, product, or facility news.

Before you start

• Know the purpose in plain language (example: "Invite storage customers to our June open house").
• Decide who should receive it. Review customer tags in Contacts if you send to a segment.
• Write the words customers will see—short and friendly works best.
• For texts, confirm texting is ready in Settings > Communications.
• For social posts, confirm your social account connection is ready in Settings > Communications.

Step 1: Open the campaign tools

1. Open Marketing & Events

   Go to Marketing & Events from the dashboard sidebar.

2. Glance at the calendar

   Look at the Calendar tab first. This helps you avoid scheduling two big messages on the same day.

3. Click Create New

   Click Create New in the top-right corner of the page.

4. Choose the message type

   Pick the type that matches how customers should receive the update:

   • Social Media Post — post to a connected social account.
   • Email Campaign — send an email to a group of customers.
   • SMS Message — send a text message (when texting is enabled).
   • Push Notification — send an app notification to customers who use your app.

Expected result: A menu opens showing message types. Pick one type to continue.

Step 2: Create the campaign record

1. Confirm the Channel

   The Channel field shows the type you picked (for example Email). If it is wrong, close the window and choose again from Create New.

2. Enter the Name

   In Name, type a label your team will recognize later. Customers may not see this exact name.

   Good examples: June Open House Invitation, Winter Storage Reminder, Cars and Coffee Instagram Post.

3. Choose a schedule (optional)

   Click Select date/time if you already know when the message should send. Leave it blank if you are still writing—the calendar will show the campaign as unscheduled until you set a time.

4. Click Create Campaign

   Click Create Campaign. The campaign editor opens so you can add the message and audience.

Expected result: The campaign opens in edit view. You are ready to write content and choose who receives it.

Step 3: Add message content and audience

The fields change slightly by channel, but the steps are the same:

1. Write the customer-facing message

   Use plain language. Say what is happening, why it matters, and what to do next.

   Example: "Join us for Cars & Coffee on June 13. Please RSVP so we can plan seating and refreshments."

2. Choose the audience

   Select which customers should receive the campaign. When unsure, start with a smaller group—it is safer to send to the right people than to everyone.

3. Review the schedule

   Confirm send date and time on the campaign page. Check the calendar so this message does not overlap another send.

4. Save or schedule

   Save your work. Schedule the send when the message and audience have been reviewed by another teammate if your facility requires it.

Troubleshooting

What to do next

After you click Create Campaign, continue with Add campaign message, audience, and publish so customers actually receive the message.

If the campaign invites customers to an event, create the event page with Create a social event, then link to it from your message and Review social event RSVPs and attendees before event day.

After the event, use Check in social event attendees on event day and Request and manage reviews afterward.