Marketr allows you to set up a variety of campaigns to keep in touch with your customers. You can create automated follow ups to check-in after a ticket has been resolved, all based on specific time frames that work well for you. Alternatively, you can also do one-time blasts to all customers, or a portion of your customers based off saved Customer Searches (for more information on this, scroll to the very bottom of this article).

How it works

How do automatic trigger campaigns work?


A. Resolved Ticket + Paid Invoice (that is what "Ticket Closed" means)


B. Days since Customer Creation

If a customer has a ticket that is set to "Resolved" and has not been re-worked, and an attached invoice that has been paid, this customer will be in the pool of customers to receive a Marketr email. If a ticket is marked resolved but does not have an invoice attached or has an unpaid invoice attached, it will not get included.

How does the Re-Arm work?
Setting a re-arm time will determine how long after receiving a mail from this campaign a customer will be eligible to receive the same mail again. For example, with a re-arm of 14 days, a customer that receives the mail one day can receive the same mail two weeks later, if they meet the criteria for the campaign still.

Optionally market to Contacts with valid email addresses
To send marketing campaigns to customer contacts as well, check the box in the screenshot below.

How do one time blast campaigns work?

One Time blast campaigns will go out on a day of your choosing by clicking in the box below and clicking on a date from the pop up.

Saved Customer Searches:
You are able to leverage the powerful Saved Customer Search tool to better target your campaigns with custom lists. Visit the Saved Customer Search knowledge base article to learn about how to create the Saved Search lists.

To trigger only based on customer search match, you need to skip ticket invoice checks and have the time delay set to 0. Without time delay 0, only new customers get the email. Without skip ticket checks, only customers meeting the search and having a paid invoice/resolved ticket would ever get it.

Once you have created the list, you can choose the list from the drop down in the New Mailing screen. Now once the campaign has started, it will go to the customers listed in the search that you created. 

RMM Asset Search

You can create a list of customers based on OS, RAM, Storage or if they have a AV active to Market to the customers. This is specific to Kabuto for now, but we plan to expand this to the other RMM integrations we have.

Create a New List on the Marketr Campaign or from the Asset page

Click the blue plus button. If you want to edit or delete the list, head to the Assets tab/Asset Manager and there will be a Green square on the left of the screen that can be clicked. From there it functions in a similar manner to the Saved Customer Searches.
Marketr Statistics
Know how effective your campaigns are.

Know at a glance how effective your campaign is. Know if anyone is opening your emails or marking you as spam!

A Note on Free and Trial Accounts

Free and Trial accounts have certain restrictions on Marketr Campaigns. In particular, blast emails are forbidden, and triggered campaigns that target more than a few customers in a given day are blocked.


What if I don't want my customers to receive my campaigns?

You can edit the customer record and check the box next to "Opt Out - Email Marketing".

Will contacts on my customer record receive emails from Marketr?

No. Marketr will only send out an email to the email address on the main customer record.

What if I've already resolved tickets for customers that I want Marketr to automatically follow up on?

Marketr will backdate sending e-mails for a specific campaign if the customer meets the parameters for sending and email, shown in the example below:

A 14-day follow up campaign is created today. You resolved a ticket for John Smith last week. John Smith will receive an email next week for his 14-day follow up.

Is there a way to add a custom tag to the Marketr emails? e.g. {ticket_subject}?
No, Marketr works on a customer level so there are no custom email tags that specify a ticket.

Is there a way to pause a campaign once created, and restart it at a later time?

No, once a campaign has been scheduled it can only be edited or deleted, but not paused.

How do I add an image to my Marketr emails?

To add an image, you'll start by clicking "Insert Image" in the email body box:

A message box that looks like this will open:

The source should be the URL of the image. Please note that this must be a publicly-hosted image, so you'll want it uploaded to your company site, or to a site like

The description should be a brief description/title of the image.

You can leave the dimensions blank, or specify a size. Constraining proportions will prevent the image from being distorted if it's being resized.

Interested in learning how to use Customer Search with Marketr? Click here.

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