Campaigns and membership plans
Campaigns and plan tiers are the two features that turn StrandCalls from a cost line into something that generates work. Both live under Settings → Plans & Campaigns, with campaign runs visible in Campaigns, and both need the Growth plan.
Outbound campaigns
Section titled “Outbound campaigns”A campaign is a targeted message to a slice of your existing customers, sent as a text or as a recorded call. Typical uses:
- Maintenance renewals — everyone due for a seasonal service.
- Reactivation — customers you haven’t served since a given date.
- Storm recovery — a fast, local, “we’re taking calls” push after weather.
Who can actually receive one
Section titled “Who can actually receive one”This is the part that surprises people, so it comes first.
A campaign only reaches customers who explicitly agreed, on a recorded call, to receive marketing messages from you. StrandCalls captures that agreement with a scripted question after a booking — see Texting consent and opt-outs.
Every audience is filtered the same way, with no exceptions and no override:
In words: a customer is eligible only if they said yes to marketing on a call, have never opted out, are not on your blocked list or carrier-blocked, and match the audience you picked. Failing any one of those removes them, and there is no path in the product that sends to someone who never opted in — not a list upload, not a filter, not a manual add.
So a new account has an audience of zero and grows it one booked call at a time. If the preview says nobody matches, that’s almost always the answer.
Choosing the audience
Section titled “Choosing the audience”Three audience types ship today:
| Audience | Reaches |
|---|---|
| All past customers | Every eligible caller |
| Plan tier | Eligible callers on a membership tier you name |
| Serviced before a date | Eligible callers whose past job matches a service name and predates a date you set |
Use Preview before you start anything. It shows the exact count and up to ten names, computed with every eligibility rule applied, and writes nothing.
Setting one up
Section titled “Setting one up”| Field | Notes |
|---|---|
| Name | For your own reference |
| Audience | One of the three above |
| Channel | Text or voice call |
| Message | The text itself. {{name}} and {{business}} are filled in per recipient |
| Max sends per day | Per-campaign throttle (default 25) |
| Daily send cap (all campaigns) | Account-wide ceiling across every campaign (default 50) |
The account-wide cap is a safety net, not a formality. Set it to a number you’d be comfortable seeing sent on a day you weren’t watching.
Voice campaigns
Section titled “Voice campaigns”A voice campaign places a real call that plays your message in your receptionist’s voice — and pressing 1 hands the caller straight to the AI to book.
Federal rules for prerecorded marketing calls are wrapped around your message automatically and cannot be edited out: the call opens by identifying itself as an automated call from your business, ends with your callback number read out digit by digit, and announces “press 9 to stop receiving calls from us”. Pressing 9 records the same opt-out that a texted STOP does.
Send caps and quiet hours
Section titled “Send caps and quiet hours”Campaign messages are the one place volume matters — answering, confirmations, and reminders are unmetered forever, but a campaign is marketing you chose to send. Three limits bound it:
- Max sends per day, per campaign. Default 25.
- Daily send cap, across every campaign at once. Default 50.
- A batch ceiling of 10 per campaign per hour, which is not configurable. It exists so a large audience trickles out instead of arriving as a wall.
Sends only go out between 9:00 AM and 7:00 PM in your timezone — deliberately tighter than the federal window — and stop immediately for anyone who opts out. A campaign that runs out of eligible recipients marks itself completed.
Compliance
Section titled “Compliance”Outbound marketing is regulated (TCPA in the US), and the guardrails above are the compliance story: consent captured on a recorded call and evidenced by a confirmation text, an opt-out that works across both channels and is never silently reversed, quiet hours, and caps.
One more gate applies to texts specifically. A text campaign will not send until your A2P registration is approved and registered for a marketing or mixed use case — a registration approved for transactional traffic only is not enough, because carriers treat marketing as a different category. If your campaigns sit still while your confirmations flow normally, this is the thing to check.
Membership plan tiers
Section titled “Membership plan tiers”Plan tiers let you sell an ongoing relationship — a maintenance plan, a priority-service membership — and have the AI act on it.
You can define up to three tiers, each with a name, a per-visit plan price, the equivalent one-time price, and a number of reserved slots per day.
What a tier does on a call
Section titled “What a tier does on a call”- The AI can pitch it. After a one-time booking is confirmed — never before, and at most once per call — the AI mentions the plan, quoting your per-visit price against the one-time price. Both numbers come from your configuration; it cannot invent or round either. If the caller hesitates, it drops the subject and does not raise it again.
- The AI recognizes members. A caller already on a tier is never pitched.
- Members get slots other callers don’t see. Reserved slots are held back from the end of each day: a non-member is offered everything except the last few openings, which stay available for members and for emergencies. The number held back is the total across the tiers the caller doesn’t belong to.
Assign a plan tier on the customer in Callers, and set the tiers themselves under Plans & Campaigns. Clearing every tier name turns plan selling off.
Recurring series
Section titled “Recurring series”Distinct from plan tiers: a recurring series is a standing appointment rotation for one customer. Plans are about status; recurring series are about schedule. Route businesses usually want both.
You can create and run series on any plan. What Growth adds is letting the AI enroll a caller into one on the phone — which needs plan tiers configured, and those need Growth.
Availability by plan
Section titled “Availability by plan”Campaigns and membership tiers require the Growth plan. If you move back to the flat plan, campaigns freeze where they are — nothing is deleted, and nothing more is sent — while recurring series keep materializing visits as normal.