Smart Campaigns Guide

What is Smart Campaign?

Smart Campaign is Flyntlok's AI-powered customer outreach tool, built to make targeted SMS marketing faster and smarter. Instead of manually building lists and writing messages, you describe who you want to reach and what you want to say — and Flyntlok helps you do the rest.

Whether you're promoting a seasonal service, following up on warranty expirations, or reconnecting with customers who haven't visited in a while, Smart Campaigns gets your message to the right people with minimal setup.

‍

Who This Guide Is For

This guide serves two audiences:

• Prospective users — learn what Smart Campaigns does and whether it fits your workflow.
• Current beta users — step-by-step instructions, known issues, and how to share feedback.

‍

What You Can Do

• AI Customer Search: Describe your ideal audience in plain English — equipment owned, service history, warranty status, location, and more.
• AI Message Generation: Generate professional SMS templates from a short description. Save them for reuse.
• AI Review: Automatically check messages for typos, grammar, and tone before sending.
• Smart Responses: Flyntlok replies to customer responses automatically and converts them into scored Leads for follow-up.
• Reporting: Track campaign performance and see all responses in one place.

‍

Part 1: Getting Started

Accessing the Page

Navigate to CRM → Smart Campaigns.

Can't see it in the menu?

You may need to add it to your navigation via the Wrench Icon → Navigation. Alternatively, go directly to:

https://flyntlok.com/rc/crm/smart-campaigns

Click the + New Campaign button to begin.

‍

Part 2: Building a Campaign

Step 1 — Build Your Target List

Start by choosing your audience. Click the AI Search button to use the new natural-language customer searcher.

‍

Describe the customers you want to target in plain English. You can filter by:

• Equipment owned or purchased
• Purchase dates and warranty windows
• Machine hours or mileage
• Service history and attachments
• Parts purchased, locations, and tags

‍

‍

Step 2 — Write Your Message

In the Campaign Message section, click Generate with AI to create a template from a short description.

‍

Flyntlok will populate a new template and show a live preview:

‍

Tip: Save templates for reuse

Any message — whether AI-generated or manually written — can be saved by checking the "Save as New Template" option. Saved templates are managed in CRM Settings.

‍

Step 3 — Review & Send

The Review & Send section lets you preview every message before committing. Click AI Review to check all messages for typos, grammar, spelling, and professionalism. Suggested corrections are presented for you to edit before accepting.

⚠ Before you send

Clicking Save & Send Campaign will immediately send the SMS messages to your targeted customers. Double-check your list and message content first.

‍

Part 3: Responses, Reporting & Follow-Ups

Automatic Responses

If a customer responds during an active campaign, Flyntlok generates a hand-off reply within seconds. These messages use the same SMS system as the rest of Flyntlok, so you'll see them in your SMS Hub.

‍

How auto-responses work

The automatic response only fires once — customers cannot converse with the AI. The goal is to acknowledge the response with a friendly, personalized reply and create a Lead for a person to follow up on.

‍

Reporting

The Reports tab shows a breakdown of your campaign's response activity. All responses generate a scored Lead, visible from this section:

‍

Leads from Responses

Each Lead carries the customer's name, phone number, a score based on AI-generated sentiment of their response, and a summary of the conversation — all visible in the Lead Dashboard:

‍

Part 4: Submitting Feedback

We appreciate your feedback! Let us know about any issues or suggestions. Click Submit Feedback in the Actions dropdown:

You can also use the thumbs up/down icons near any AI-generated content for instant feedback:

🧪 BETA USERS — READ THIS SECTION

The information below is specific to the current beta release. Features, known issues, and upcoming work are updated here as the product evolves.

‍

Release Notes & Known Issues

2026-04-02 — Beta Launch

The new Campaigns beta is now live! Please keep in mind that this is a very early preview and you may experience bugs while trialing this feature.

While portions of the page may change over time, your data will remain intact. The core functionality — building lists, creating templates, and handling SMS sending and responses — will persist through every iteration.

Note on AI Customer Search data

AI Customer Search data may be up to a day old. Our AI search is a work-in-progress built on a newer platform and is not yet guaranteed to contain real-time information.

Known Issues

• "Build with AI" agent mode should not be used at the moment. We're working on a new version of the agent platform, and this will be overhauled soon.
• Sending status — after clicking Send, you may need to refresh the page to see the campaign move from "Sending" to "Sent".
• Sent campaign actions — once a campaign is Sent, many actions will appear available even though they're disabled, and changes may not save. Use Actions → Duplicate to create a follow-up campaign with the same data.
• Excel import — may not be importing properly. Double-check your target list if using this feature.

Upcoming

• Agent overhaul
• Campaign scheduling
• Bug fixes

‍

2026-04-08 — Update

Known Issues

• Work order searches — using AI search to find customers based on work orders (e.g. "customers whose last service was over a year ago") may not show the machine/model in the results.

‍

2026-04-09

Bug Fixes

• Fixed manual bulk entry incorrectly marking lines with Machine Models as invalid.
• Properly block repeat send when campaign already in "sent" status.
• Fixed phone display message not always being up-to-date

Updates

• Visual and workflow updates to Excel import feature
• Now editable: description, start date, end date, tags