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Avoca enables automated SMS messaging from ServiceTitan events through our Audience-Based Campaign System. This approach lets you create dynamic audiences that automatically identify customers based on ServiceTitan events and trigger personalized SMS workflows.

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Automated Event-Based SMS Campaigns

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Audience Creation Flow

Avoca’s platform allows you to create regular audiences with configurable criteria that continuously monitor ServiceTitan data for specific events and conditions: Supported Event Triggers:
  • Estimate Created
  • Job Completed
  • Membership Expiring
  • Appointment Scheduled
  • Invoice Generated
  • Custom ServiceTitan events

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How It Works

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Step 1: Define Your Audience Criteria

Create an audience in Avoca that checks for customers matching specific ServiceTitan events on a regular basis. For example:
  • Customers with “Job Completed” within the last 7 days
  • Customers with “Estimate Created” within the last 24 hours
  • Customers with “Membership Expiring” within the next 30 days
  • Customers with specific job types or service categories

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Step 2: Set Refresh Schedule

Configure how frequently Avoca checks ServiceTitan for customers matching your criteria. The system automatically identifies new matches and adds them to the campaign queue.

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Step 3: Configure SMS Workflow

Design your outbound SMS campaign workflow with:
  • Personalized message templates using ServiceTitan data
  • Timing rules (immediate send or scheduled delivery)
  • Follow-up sequences based on customer responses
  • Opt-out handling and compliance settings

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Step 4: Launch Automated Campaign

Once activated, the audience continuously syncs with ServiceTitan, and qualifying customers automatically receive your configured SMS workflow.

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Example Use Cases

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Post-Job Follow-Up

Audience: Customers with “Job Completed” within last 3 days SMS Workflow:
  • Day 1: Thank you message + request for feedback
  • Day 3: Service satisfaction check-in
  • Day 7: Request for online review

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Estimate Follow-Up

Audience: Customers with “Estimate Created” within last 48 hours, no job scheduled SMS Workflow:
  • Hour 24: Friendly reminder about the estimate
  • Hour 48: Special offer or limited-time discount
  • Hour 72: Final follow-up with direct booking link

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Membership Renewal Reminders

Audience: Customers with “Membership Expiring” within next 30 days SMS Workflow:
  • 30 days before: Early renewal incentive
  • 14 days before: Reminder of membership benefits
  • 7 days before: Final renewal reminder with easy renewal link

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Appointment Confirmations

Audience: Customers with “Appointment Scheduled” for tomorrow SMS Workflow:
  • 24 hours before: Appointment confirmation with tech details
  • 2 hours before: Reminder that tech is on the way
  • Post-appointment: Satisfaction check and upsell opportunity

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Key Benefits

  • Fully Automated: Once configured, audiences refresh automatically and trigger SMS campaigns without manual intervention
  • Real-Time Sync: Continuous monitoring of ServiceTitan events ensures timely outreach
  • Personalization: Messages can include ServiceTitan data fields (customer name, job details, technician info, etc.)
  • Scalable: Handle high volumes of event-triggered messages across your entire customer base
  • Compliant: Built-in opt-out management and compliance with SMS regulations

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Configuration Requirements

To enable automated SMS campaigns from ServiceTitan events:
  1. ServiceTitan Integration: Active connection between Avoca and your ServiceTitan account
  2. Audience Definition: Clear criteria for which events and timeframes trigger campaigns
  3. SMS Templates: Pre-approved message templates with dynamic field mapping
  4. Workflow Rules: Timing, frequency, and follow-up logic for your campaigns
For assistance setting up automated event-based SMS campaigns, contact your Avoca account manager or reach out to [email protected].