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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

The audience filters in the campaign builder let you target precisely. Here’s every filter and how they combine.

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Filters

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Status

Pick one or more pipeline statuses. Common picks:
  • Customer — past customers
  • Lead + last_interaction > 30 days — cold leads
  • Cancelled + last_interaction > 90 days — old cancellations who might come back
  • Quoted + last_interaction > 14 days — quotes that went cold

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Last interaction

The most useful single filter. Says “only contacts whose most recent activity is older than X.”
  • 30 days — cold leads
  • 90 days — quarterly check-in cadence
  • 6 months / 12 months — annual maintenance reminders
This is calculated across ALL channels — calls, texts, chats, form submissions, manual notes. Anything that touched the contact’s record counts as “interaction.”

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Tags

  • Has tag: only contacts with one or more of the listed tags. ANDs across tags by default — change to OR if you want any-of-N.
  • Doesn’t have tag: exclude contacts with these tags (e.g., exclude anyone tagged do-not-contact).

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Source

Filter by how the contact originally entered your CRM:
  • Widget chat
  • Voice call
  • Form submission
  • SMS inbound
  • Manual entry
  • CSV import
  • Reactivation reply (from a previous campaign)
Useful when you only want to re-engage contacts from a specific channel.

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Has phone / email

Required when picking SMS or email channels respectively. The builder enforces this automatically — you can’t send SMS to contacts without phones. If you set channel to “SMS preferred, email fallback”, contacts WITHOUT phones get the email; contacts with phones get SMS.

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Geography (advanced)

If your contacts have addresses, filter by:
  • City matches list
  • Postal code in range
  • Province / state matches
Useful for regional promotions or service-area-specific offers.

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How filters combine

All filters AND together. So:
Status: Customer + Last interaction > 6 months + Has tag: residential + Has phone
means: customers, who haven’t been in touch in over 6 months, tagged residential, with a phone we can text. The audience is the intersection.

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Built-in suppressions

Regardless of your filters, we always exclude:
  • Opted-out contacts (anyone who ever replied STOP)
  • Contacts in another active campaign (cross-campaign dedupe; prevents double-sends in the same week)
  • Contacts created in the last 7 days (don’t reactivate someone who literally just signed up)
  • Contacts with do-not-contact tag (the universal exclusion tag — apply this to anyone you’ve manually flagged)

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Audience size

Shown live as you tweak filters. The number is your eligible recipient count after suppressions. If the count comes out way smaller than expected, check:
  • Did you require BOTH phone AND email when only “or” was needed?
  • Is your “last interaction” threshold too aggressive?
  • Are your tags case-sensitive matching?

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Saving audiences

You can save a filter set as a named audience (e.g., “Cold quotes 90+ days”) and reuse it across campaigns. From the campaign builder’s audience step, click Save as named audience after configuring filters. Saved audiences are listed under Reactivation → Audiences.

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Next

Handling replies

What happens when a recipient responds.