Campaigns Agent / Engage

Bring customers back. Measure it in dollars.

Give customers industry-proven email and SMS automations, automatically branded for their business. Ready-made strategies to launch, with AI to help create more.

See it in your product

YourSaaS/AI Growth

Campaign studioExample

✧

Bring back customers who haven’t visited in 90 days.

↑

Here’s your win-back campaign.

◉

No visit in 90 daysLive segment · From your customer data

✉ EmailWin-back

NORTHSIDEIt’s been a while.
Let’s fix that.

Hi Alex, your next visit is waiting.

Book your next visit ↗

▤ SMS follow-upAfter 3 days

The opportunity

Their next sale may already be in your database.

Past customers are an untapped source of revenue. But most SMB owners aren’t data analysts or campaign experts—they don’t know who to contact, what to say, or when to follow up.

For your team

Connect your data. Bring your playbook.

Explore the developer docs ↗

Connect your platform data

Connect the business data, leads, customers, and transactions already in your platform.

Embed email & SMS

A few lines of SDK code bring campaign creation, audience segments, and reporting into your web UI, under your brand.

Create default automations

Give your customers ready-made strategies for your industry. Define default automations and let Reach apply each business’s branding automatically.

Your module. Your brand.

Load the SDK, add the embed container, and initialize with a tenant-scoped token. Choose the module and apply your brand color.

View the full embed guide ↗

// After loading the Reach SDK
const sdk = new window.ReachSDK({
  feature: 'engage',
  authToken: tenantJwt,
  theme: { styles: { primary: '#233e35' } },
  callbacks: { onReauthRequested },
});

For your SMB customers

Here’s what they get inside your app.

01 / Configure

Ready for the first send.

A guided setup helps customers configure their email and SMS marketing. Connect their business details and customer data so campaigns feel like part of the software they already use.

Campaign setup wizard

02 / Activate

Give them the strategy. Not just the tools.

Offer industry-proven, optimized automation templates with the messaging and follow-up already mapped out. Reach automatically applies each business’s branding, so customers can launch without becoming copywriters or automation experts.

Industry-ready automation templates

Your industry playbook Ready-made automations

↩

Win back customersBring lapsed customers back

✓

◷

Recover a bookingFollow up on unfinished bookings

↗

Encourage the next visitKeep the relationship growing

↓ Your strategy. Their branding, applied automatically.

NORTHSIDEIt’s been a while, Alex.

Ready for your next visit? We’d love to welcome you back.

Book your next visit →

✓ Branding applied✓ Workflow ready

03 / Create

Describe the campaign. Build it with AI.

Customers tell the AI who they want to reach and what they want to offer. It helps shape the audience, message, and automation—ready to review before sending.

AI campaign builder

04 / Target

The right customers. At the right moment.

Combine customer attributes with related records, visit history, and purchase data. Find audiences as specific as active dog owners who have boarded but never booked grooming—then use that segment in a campaign.

Segment builder & audience preview

Build a segment Boarding → Grooming

AND

Has boarded before

Boarding visitsgreater than0

AND

Has never booked grooming

Grooming visitsequals0

+ Attribute + Related record

Audience previewMatching customers

AlexEmail

JordanEmail

TaylorEmail

MorganEmail

Updates as customer data changes

Ready for a grooming cross-sell campaign →

05 / Understand

See which messages bring customers back.

Give customers a dashboard that connects email and SMS campaigns to orders and revenue. See the impact of each automation alongside its sending activity.

Campaign impact dashboard

Multi-product customer

Campaigns connected to orders, not just opens.

Jack PawlikCEO, Dripos

>2M

Emails and SMS sent

~100K

New orders attributed to campaigns, driving $1M in revenue for Dripos shops

For your platform

Bring email and SMS spend into your product.

Bring email and SMS spend into your product. Bundle Campaigns into a plan or sell it separately, with results tied to your transaction data.

Bundle it or sell it separately
Keep customer data connected
Show the revenue your product helps generate

Explore tracking, attribution, and reporting ↗

A few more details

Questions from product teams.

Do customers have to import a contact list?

No. Contacts and opt-in status sync from your platform.

Does a marketing opt-out stop transactional messages?

Marketing uses separate numbers and email addresses, so a marketing unsubscribe does not block operational reminders or invoices sent through the separate transactional channel.

Can customers write their own campaigns?

Yes. Customers can use a drag-and-drop editor, merge fields, and AI drafting to create and customize their campaigns.

How is revenue attributed?

Transactions within the attribution window are credited to the most recent message the customer received. The current window is five days. Attribution reports a connection to the campaign; it is not a claim that every purchase would otherwise have been lost.

Build your growth suite

Make it part of your product.

Let’s map the module to your data and your customer workflow.

Book a demo ↗