Pre-Built Campaign Library
You don't have to write drip campaigns from scratch. HandyBook ships with a set of proven templates you can drop in and tweak.
Where to find them
Two places, both at CRM → Drip Campaigns:
- Empty state — when you have no campaigns yet, the page shows template cards. Click one to create a campaign from it instantly.
- New Campaign page — the Start from a template panel lets you load any template into the editor before saving.
What's included
The library covers the common home-service moments:
- Post-Job Review Request — fires when a job is completed
- Quote Follow-up — nudges after a quote is sent
- Invoice Payment Nudge — gentle reminders after an invoice goes out
- New Customer Welcome — fires when a customer is added
- Referral Nudge — asks happy, paid customers for referrals
- Win-back (Inactive 6 months) — re-engage quiet customers (manual)
- Annual Maintenance Reminder
- Appointment Reminder
- Spring Checkup Reminder / Winter Prep Reminder — seasonal
- 90-Day Reactivation
Each card shows the trigger event and how many steps it has.
Using a template
- Click a template (empty-state card or Start from a template)
- From the empty state it creates the campaign and opens it; from New Campaign it pre-fills the editor
- Edit the name, steps, timing, and wording to match your voice
- Save, then Activate when you're ready
What to edit before activating
Templates are written in a generic friendly tone. Make them yours:
- Swap in your actual phrasing and the services you offer
- Confirm the merge tags read naturally (
{{customer.first_name}},{{org.name}}) - Check the timing fits how you work
FAQ
Are templates free? They're included with the Business plan, same as Drip Campaigns.
Do my edits change the template? No — creating from a template makes an independent copy. Edit freely.
Can I build one without a template? Yes — use New Campaign and skip the template panel. See Building a Drip Sequence.