Smart Campaigns demo

The revenue in your customer data

Jenny opens with a problem close to her as a head of marketing. Your dealership already knows who bought a machine, whose warranty is close to expiring, who hasn't been back for service, what equipment customers own and which models they're interested in. That information sits in customer records, work orders, spreadsheets or a salesperson's memory, so turning it into outreach is slow, manual or doesn't happen at all.

What Smart Campaigns are

Brandon calls Smart Campaigns a way to use your own data to get customers in the door. It finds the exact customer list you're looking for, then helps write a personalized message to that list. Campaigns can be as specific as you want, across service, parts, rentals and trade-ins.

The dashboard

Smart Campaigns (beta) sits under the CRM menu. In the demo environment, the dashboard showed 141 campaigns run and over 400 messages sent, plus response rate, leads generated, a rating for each lead and audience targeted. Below that is every campaign with its date, sender and status.

Finding the audience with AI search

Under target customers, the new AI search button lets you describe the audience in plain English, the way you'd describe it to a coworker. Brandon asks for customers who own a machine but haven't been in for service in three months. Smart Campaigns spells that out as customers who own at least one machine with no service completed in the last three months, adds the date, and returns 24 customers with phone numbers and the machine model each owns. Brandon adds Bobcat owners, searches again, and only Bobcat owners with no recent service remain.

Writing the message

On the campaign message step you can reuse saved templates, like a campaign that worked last year, or generate a new one with AI. Brandon types an offer of 10% off service for that exact machine this summer, about eight words. AI writes the full text with fields for the customer's first name, the sender's Flyntlok login and the machine model, and names the template Summer Service Discount. The phone preview shows the text for a Bobcat E40 excavator, and Brandon attaches a summer special graphic.

Review before you send

The preview listed E40 twice, which doesn't look professional. The AI review runs through each message that's about to go out, catches grammar mistakes and duplicate model names, and suggests a correction you can accept or edit. You can also send yourself a test message, which matters when a campaign goes to 100 customers.