🚀 Campaigns & Workflows
Automate your tax practice marketing and client communications with powerful campaign workflows. Send targeted messages, nurture leads, and grow your practice year-round.
Understanding the Difference
Conecta offers two powerful marketing tools. Here's how they work together:
Workflows = Campaign Builders
Automated multi-step sequences that run automatically based on triggers or schedules.
- Build campaigns with drag-and-drop workflow builder
- Multi-step automated sequences (drip campaigns)
- Trigger-based: new lead, status change, date-based
- Runs automatically once activated
- Perfect for: Lead nurturing, onboarding sequences, follow-up campaigns
Example: "New Lead Welcome Series" - automatically sends 3 emails over 2 weeks when a new lead is added.
Blasts = One-Time Sends
Scheduled email or SMS campaigns that you create and send once to a specific audience.
- Create a message and select recipients
- Send immediately or schedule for later
- One-time send (not automated sequences)
- Full analytics: opens, clicks, conversions
- Perfect for: Announcements, promotions, seasonal messages
Example: "Tax Season Reminder" - send one email to all clients reminding them about deadlines.
💡 Pro Tip: Use Workflows for automated sequences that run continuously. Use Blasts for one-time messages and announcements. Many tax pros use both!
Quick Comparison
| Feature | Workflows (Campaign Builders) |
Blasts (One-Time Sends) |
|---|---|---|
| Type | Automated multi-step sequences | Single message send |
| How It Works | Runs automatically based on triggers | You create and send manually |
| Best For | Lead nurturing, onboarding, follow-ups | Announcements, promotions, reminders |
| Steps | Multiple steps (emails, SMS, tasks) | One message |
| Timing | Automatic (triggered or scheduled) | Send now or schedule once |
| Recipients | Enrolled automatically when triggered | You select audience each time |
| Analytics | Track entire sequence performance | Track single send performance |
Campaign Features
Email Campaigns
Create and send professional email campaigns to nurture leads, follow up with clients, and promote your tax services.
- Email templates and designs
- Automated drip campaigns
- Personalization and segmentation
- Open and click tracking
SMS Campaigns
Send targeted SMS messages for appointment reminders, tax deadline alerts, and quick client updates.
- Bulk SMS messaging
- Automated reminders
- Delivery status tracking
- Opt-out management
Workflow Campaign Builders
Build automated multi-step campaign sequences with our visual workflow builder. Create drip campaigns that run automatically based on triggers or schedules.
- Visual drag-and-drop campaign builder
- Multi-step automated sequences (drip campaigns)
- Trigger-based: new lead, status change, dates
- Conditional logic and branching
- Runs automatically once activated
Campaign Analytics
Track campaign performance with detailed analytics on open rates, click rates, conversions, and ROI.
- Open and click tracking
- Conversion rate analysis
- Revenue attribution
- Performance dashboards
How Campaigns Work
Create Campaign
Design your email or SMS campaign using professional templates and customize content for your tax practice.
Segment Audience
Target specific groups of contacts based on client type, tax year, service history, or custom criteria.
Set Up Automation
Configure automated workflows that send messages based on triggers, schedules, or client behavior patterns.
Track & Optimize
Monitor campaign performance and optimize based on engagement rates, conversions, and client feedback.
Benefits for Your Tax Practice
📈 Year-Round Revenue
Generate consistent revenue outside of tax season with automated lead nurturing and client retention campaigns.
⏰ Time Savings
Automate routine communications and follow-ups to focus on high-value activities and client service.
🎯 Better Targeting
Send relevant messages to the right contacts at the right time with advanced segmentation and personalization.
📊 Data-Driven Growth
Make informed marketing decisions with detailed analytics on campaign performance and client engagement.
Ready to Automate Your Marketing?
Transform your tax practice with automated campaigns and workflows. Nurture leads, retain clients, and grow your practice year-round with Conecta.