Marketing

Marketing brings past customers back when their next job is due, like a yearly boiler service. Each message names the real job you did for them.

Nothing goes out until you switch Marketing on.

It's a friendly message telling a past customer it's time for their next service. Marketing starts you with reminders made for your trade, and you can turn each one on or off under Rules.

Catch works out who's due from the last time you did a job for them. For example, a yearly boiler service is due 12 months after the last one.

During Marketing setup, tap "Add a past customer" for one at a time, or "Import a spreadsheet" to bring in a list. Customers already in TradeCatch with finished work can be included too.

A spreadsheet needs a name, plus a phone number or email address, for each person. Tick "These are past customers — add them to Marketing" as you import.

Only after you switch Marketing on. Once it's on, Catch texts and emails past customers when their next job is due, within the hours you set. Turn it off and nothing is sent.

You can see what's ready to go on the Marketing page, and send, edit or skip each one yourself.

Marketing is for service reminders to people you've worked for before. When you add them and when you turn Marketing on, you confirm they were given the chance to say no when you took their details.

Every message says who it's from and includes a way to unsubscribe, and Catch never messages anyone who has. We can't give legal advice, so if you're unsure, check before you switch it on.

To stop it all, switch Marketing off in its Settings. Nothing is sent while it's off.

For one customer, tap "Skip this time" on their reminder. To stop every message to them, archive them in Customers. If they reply STOP, they're never messaged again.

A text starts with your business name and ends "Reply STOP to opt out". An email names your business in the message, and any reply goes to you.

Every email has a one-click unsubscribe link at the bottom.