- I don't use recurring service events
- I use recurring service events
1
Start a new filter
Go to Products → Outbound → Audience Filters, select New Filter, and name it “Member maintenance”. New to filters? See Create an audience.
2
Include members who are due
In the Include group, add these rules:
The dates above work for a plan with two tune-ups a year. Change them to match your plan.
3
Leave out people who don't need a text
Add three Exclude groups:Group 1: had a tune-up recently
Group 2: already booked
Group 3: customers you never text
Keep the date and the job type in the same group, so they apply to the same job.
4
Check it and save
Look at Potential Reach, select view to see the people on the list, then select Save.
Your job types and tags come from your own ServiceTitan account, so use the ones you already have.