Smart Campaigns Guide

Updated July 8, 2026

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.

Watch Smart Campaigns in action

Brandon Weaver, Flyntlok's Customer Success Lead, builds a service campaign from a plain-English search to an AI-reviewed text in this clip from Flyntlok Unlocked, Ep. 6.

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.

Note: 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.

Heads up: 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:

General availability / open beta

Smart Campaign is now generally available as a beta to all of our users. Here's what has changed since the May 14, 2026 release notes.

Admins can opt in their users through the Navigation settings (Top-right wrench icon > Flyntlok > Navigation). A menu item titled Smart Campaigns (Beta) can be enabled under the CRM menu. Or as always, submit a support ticket and your friendly Flyntlok Consultant will help you get set up.

Campaign scheduling

You can now queue up campaign messages instead of needing to send them manually. Look for the Schedule for Later button while building your campaign.

When a campaign is in Scheduled status, it is restricted from editing.

To make changes to a scheduled campaign, you can click on the Edit Schedule button to change the scheduled time. Click on Revert to Draft if you want to make changes to the campaign message or list, then re-enable the schedule.

Other campaign enhancements

Export target list

The target customer list can now be exported to a CSV file. Look for Export Target List in the campaign's Actions dropdown:

Improved template editor

While editing a campaign message, the template variables are now highlighted. Additionally, you can simply click on any of the available variables to insert them directly.

Estimated lead revenue KPI

We've added an Estimated Revenue KPI to the Smart Campaign Reports tab. It totals the Expected Revenue across every Lead a campaign generated and displays it alongside the existing activity metrics, giving Sales Managers an at-a-glance read on each campaign's revenue potential. Since the figure is built from the Expected Revenue set on generated Leads, campaigns whose Leads haven't been valued yet prompt the team to fill that in rather than showing a misleading $0.

Campaign customer search improvements

• Search data is now real-time.
• You can now search on these added data points:
  • Customer tags
  • Google review ratings
  • Machines and models associated to leads

We are continuing to make more and more data available to search on.

High-Volume SMS sending improvements

• Bug fixes and performance improvements have been made around sending a large volume of SMS messages.
• High-volume sends that experienced partial failures previously left the campaign in an Error status. A new "Sent with Errors" status has been introduced. You can now retry sending only the failed attempts, without needing to recreate a campaign, and without worrying about re-sending duplicate messages.

Target list improvements

• Better duplicate handling: Importing or adding duplicate target customers previously showed an error message and did not save anything, resulting in the user needing to manually identify and remove the duplicate, then retrying the import. We now skip the duplicate number when editing a list. Duplicates are identified while importing a list, making it easier to handle without needing to restart the process.
• Search & sort: You now have the capability to search and sort the target list. Click on any of the headers to sort by name, phone, machine, etc.

Send a test message

You can now send the templated campaign message to your own number for a real-world preview of the SMS that will get sent to all your customers. The message will be built based on the first target customer in your list. Look for the Send a Test Message button in the Review & Send section of the campaign builder.