Happy texts audience

Text customers a few days after their job to check how it went. It’s a friendly way to catch problems early and keep customers happy.

Set it up

Start a new filter

Go to Products → Outbound → Audience Filters, select New Filter, and name it “Happy texts”. New to filters? See Create an audience.

Include customers with a recent job

In the Include group, add this rule:

Category	Field	Setting
Job	Last Completed Job Date	relative, from 5 days in the past to 1 day in the past

Choosing relative keeps the audience moving with today’s date.

Leave out customers you never text

Add an Exclude group with this rule:

Category	Field	Setting
Customer	Customer Tag	Your tags to skip, like Do Not Service or Do Not Call

Check it and save

Look at Potential Reach, select view to see the people on the list, then select Save.

Your tag names come from your own ServiceTitan account, so use the ones you already have.

Build the workflow that sends the texts, then put it together in a campaign.