Marketing & Events overview

What you will accomplish

After reading this overview, you will know which part of Marketing & Events to open for customer messages, facility events, community updates, and review requests.

Your team can use this area to:

Plan emails, texts, social posts, and events on one calendar.
Invite customers to in-person events with RSVP and check-in.
Run announcement or discussion channels in the customer portal.
Ask happy customers for Google reviews and reply when feedback arrives.

Who this section is for

These guides are for facility owners, managers, and front-desk staff who send customer messages, plan open houses, run community updates, and ask for Google reviews. You do not need technical skills—only access to Marketing & Events in your dashboard.

When to use Marketing & Events

Use campaigns when many customers should receive the same message (open house invite, storage reminder, thank-you note).

Use social events when customers need a date, time, location, RSVP, tickets, or check-in at the door.

Use community channels when customers should see ongoing updates inside their portal.

Use reviews when you want to request a Google review or respond to feedback after a good visit.

Quick links by job

Use this table when you know the outcome you need and want to jump straight to the right page or guide.

I need to…	Open this page	Step-by-step guide
See what is already scheduled this month	Marketing & Events (Calendar tab)	This overview
Send an email or text to many customers	Marketing & Events → Create New	Create a campaign
Finish wording, audience, and send a campaign	Your campaign detail page	Add campaign message, audience, and publish
Run an open house or Cars & Coffee with RSVP	Marketing & Events → Create New → In-Person Event	Create a social event
Collect event interest or waitlist signups on a custom page	Marketing & Events > Forms → New form	Create and share a custom form
Read survey answers or download a spreadsheet	Your form → Results	Review form responses and export
See who is coming before event day	Your event detail page	Review social event RSVPs and attendees
Check guests in at the door	Event page → Check in	Check in social event attendees
Post ongoing updates in the customer portal	Marketing & Events > Community	Manage community channels
Ask one happy customer for a Google review	Marketing & Events > Reviews	Request and manage reviews

Open Marketing & Events

From the dashboard sidebar, click Marketing & Events. You land on the Calendar tab.

Marketing and Events calendar showing scheduled social, email, and event items — The Calendar tab shows upcoming campaigns, social posts, and social events in one place.

Expected result: You see a calendar (or list) of planned customer outreach and events. Use Create New in the top-right corner when you are ready to add something.

Create New menu showing options to start an email campaign, text message, social post, or in-person event — Create New is where you start campaigns and social events. Pick the type that matches what customers need to do next.

Plan your week on the calendar

The Calendar tab is more than a pretty month view. Use it to avoid sending two big messages on the same day and to see what is already scheduled.

Scan the month
Colored dots and labels show emails, texts, social posts, and in-person events. Click a day to focus the list below.
Why this matters: Customers notice when they get a storage reminder and an event invite on the same morning. Spacing messages helps each one get attention.
Use channel filters
Above Upcoming schedule, click filter pills such as All, Social, Email, Text, Push, or Events. The exact order may vary slightly, but every type is there. Only the type you pick stays in the list.
Expected result: You can answer questions like "Do we already have a text going out this Friday?" without scrolling past emails.
Search the upcoming list
Type in the search box to find a campaign or event by name.
Expected result: Long lists shrink to the one item you need.
Open an item from the list
Click a row in Upcoming schedule to open the campaign or event detail page.
Expected result: You land on the page where you can edit the message, audience, RSVPs, or publish settings.

The four main tabs

Marketing & Events has four tabs across the top of the page. Each tab does a different job.

Marketing and Events page showing Calendar, Forms, Community, and Reviews tabs across the top of the page — Use Calendar to plan outreach, Forms for custom signup pages, Community for ongoing portal posts, and Reviews for Google feedback.

Forms tab showing a list of custom forms with Published and Draft status badges and response counts — The Forms tab lists every custom survey or signup page. Published forms accept responses; drafts stay private until you are ready to share.

Calendar
Stay on Marketing & Events to see what is scheduled. This is the best view when you want to avoid sending two big messages on the same day.
Forms
Open Marketing & Events > Forms to build custom signup or survey pages you can share by link or QR code. Published forms appear here with a Published status. Use them when you need more than the standard storage registration form—for example, a lead capture page for a car show or a detail-service waitlist.
Expected result: You see a list of your forms with status (Draft, Published, or Closed), response counts, and buttons to copy the public link or edit the form.
Step-by-step: Create and share a custom form and Review form responses and export.
Community
Open Marketing & Events > Community to create channels such as Announcements, Event Updates, or member discussion. A number badge on this tab means unread messages are waiting in one or more channels.
Reviews
Open Marketing & Events > Reviews to send review requests and read Google feedback when your Google Business connection is ready.

Community Channels page listing channels with member counts and a Create Channel button — Community channels live on their own tab so announcement spaces stay separate from the calendar.

Reviews page showing review summary cards and a Send Review Request button — The Reviews tab is where your team sends personal review requests and tracks Google feedback.

Recommended learning path

If your facility is new to this area, follow this order:

Review communication settings so email, text messaging, social links, and Google Reviews are ready.
Create your first campaign for a customer update, event invitation, promotion, or announcement.
Finish the message, audience, and publish steps before customers should receive an email or text.
When you need a custom question list (event interest, waitlist, feedback), create and share a custom form and review responses.
Create a social event when customers need an RSVP page, event details, or ticket check-in.
Review RSVPs and attendees a few days before the event so your team can plan capacity and reminders.
Create community channels for announcements or customer discussion.
Use event check-in when attendees arrive.
Send review requests after a helpful service, visit, delivery, or event.

Related workflows

Marketing work often depends on customer records, tags, portal settings, and payments.

Use Contacts to organize who should receive a campaign. Use Settings > Communications before sending texts or review requests. Use Payments before selling paid event tickets.

Common mistakes to avoid

Do not send a campaign until another teammate has reviewed the audience and message.
Do not publish a paid event until payment processing is ready in Settings > Billing.
Do not make a community channel read-only unless only staff should post there.
Do not ask every customer for a review at once. Start with people who had a recent positive visit.

How-to guides in this section

Create a campaign — start an email, text, push, or social post.
Add campaign message, audience, and publish — finish the message and send it to the right customers.
Create and share a custom form — build a survey or signup page with a shareable link.
Review form responses and export — read answers, view charts, and download a CSV.
Create a social event — publish an RSVP page with event details.
Review social event RSVPs and attendees — see who is coming before event day.
Check in social event attendees — mark guests as arrived on event day (QR scan or manual ticket code).
Manage community channels — create customer discussion or announcement channels.
Request and manage reviews — ask for Google reviews and reply to feedback.

What success looks like

When Marketing & Events is working well for your facility:

Your team can see upcoming emails, texts, and events on one calendar without surprises.
Customers receive clear messages with the right audience—not everyone gets every blast.
Social events show honest RSVP counts before event day so you can plan parking and staff.
Community channels have at least one active post so portal customers know where to look for news.
Happy customers receive timely review requests—and your team replies to Google feedback professionally.
Custom forms collect useful answers your team can export and act on—not scattered notes in email.

What to do next

If you are new to this area, start with Create a campaign, then follow Add campaign message, audience, and publish.

If you are preparing for an event, continue with Create a social event and Review social event RSVPs and attendees.