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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.

A campaign is a targeted SMS to a slice of your existing customers. 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.
FieldNotes
NameFor your own reference
AudienceWho receives it — filtered by things like last-served date and plan tier
ChannelHow it’s sent
MessageThe text itself
Max sends per dayPer-campaign throttle
Daily send cap (all campaigns)Account-wide ceiling across every campaign

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.

Outbound marketing texts are regulated (TCPA in the US). StrandCalls enforces opt-out handling and send-time constraints, and campaigns require approved A2P registration before they’ll send.

Two habits keep you safe: campaign only to customers who have actually done business with you, and keep the message recognizably from your business.

Campaign SMS is the one place volume matters — answering, confirmations, and reminders are unmetered forever, but a campaign is marketing you chose to send. Two caps keep it bounded, both of which you control in Settings → Plans & Campaigns:

  • Max sends per day — a per-campaign throttle (default 25 a day).
  • Daily send cap (all campaigns) — an account-wide ceiling across every campaign at once (default 50 a day).

Sends also respect quiet hours — campaigns only go out between roughly 9am and 7pm in your local time — and stop immediately for anyone who replies STOP.

Plan tiers let you sell an ongoing relationship — a maintenance plan, a priority-service membership — and have the AI act on it.

When a plan member calls, the AI recognizes their tier and can slot them accordingly, so “priority service” means something on the phone instead of only on the invoice.

Assign a plan tier on the customer, and set the tiers themselves under Plans & Campaigns.

Distinct from plan tiers: a recurring series is a standing appointment rotation for route trades. Plans are about status; recurring series are about schedule. Route businesses usually want both.

Campaigns, membership tiers, and recurring series require the Growth plan — each one checks for it before it will run. Everything else in StrandCalls works on the flat plan. See Plans and billing.