MARKETING
Workflows, pipelines automation, campaigns, templates and reviews
- Pipelines and Workflows BasicsStep-by-step setup for automatic follow-up in Rotor: create a pipeline, add new leads automatically, send follow-up texts, stop texts when they reply, and ask for reviews. Plus fixes for workflows that don't fire.
- Workflows & AutomationsWorkflows let you automate repetitive tasks in Rotor so your business keeps moving without manual effort. You can find them under Marketing → Workflows.
- CampaignsWhether you are launching a spring cleaning promotion or re-engaging leads that have gone cold, Campaigns allow you to send high-volume SMS and email "blasts" with built-in performance tracking. This guide walks you through creating message templates, filtering your audience, and tracking your Return on Investment (ROI) directly within the platform.
- Review RequestsAsk customers for a review by text and email, collect ratings on your Rotor review page, follow up on low ratings, and track your team on the Reviews page and Leaderboard.
- Web FormsThis guide walks through Rotor’s Web Forms feature and how to use it to capture lead information efficiently. Web forms are one of the most common ways Rotor users collect new leads and are designed to be flexible, customizable, and easy to deploy across multiple marketing channels.
- Message TemplatesBuild reusable SMS and email templates once, then use them from Campaigns, Workflows, and your automated customer messages. Includes the variable list, what each one resolves to, and SMS length rules.