New & Improved Campaign Template Library in Hatch

We’re excited to share our new and improved Campaign Template Library! With:

• 7 new templates
• Better organization
• Easier collaboration

Read on to get the details!

How we got here

If you want to turn conversations into revenue, you need to get your leads and customers to respond in the first place. There are three keys to getting a response: Reaching out across multiple channels, reaching out over the course of several days, and saying the right thing. This is why Hatch exists. It automates this kind of outreach. 

But that still begs the questions:

• How many days should you reach out before giving up? 
• Should you reach out every single day? 
• When should you use text? When should you use email?
• Is it okay to send both a text and an email on the same day?
• What should you say?

And this is why we have a Campaign Template Library in Hatch. These are not merely placeholder templates. They contain recommended message campaigns—duration, frequency, channel, and verbiage—for specific use cases, based on best practices and Hatch performance data, to help you maximize response rates, reduce opt-out rates, and reduce spam rates. 

We make tweaks and additions to the template library here and there, but with so many new integrations and features, it was time for a significant expansion. 

So we present to you, the new and improved Hatch Campaign Template Library, featuring:

• 7 new templates
• Reorganized the sales follow-up templates
• Reorganized nurture templates
• More helpful interface 
• Document form

Let's dive into each of these.

Improvements to the Hatch Campaign Template Library

Here's what's new with Hatch campaign templates.

7 new templates

With enhancements like Hatch AI and our ServiceTitan integration, we’ve added a whole new category of templates, called Recurring Services and Memberships. These include:

• Membership Auto-Renewal Reminder
• Join Membership
• Expiring Membership
• Expired Membership
• Schedule Recurring Service

We’ve also added two new templates to existing categories:

• Estimate Follow-Up
• Nurture - Dead - Never Booked Appointment

We explain the above two changes in the next two points.

Reorganized sales follow-up templates

Previously, the “Rehash - Sales Manager” campaign template, the “Rehash - Inside Sales Rep” campaign template, and the “Rehash - Feedback Approach” campaign template were all very similar. We also know that not everyone uses the term “rehash,” and that even if you do, your definition for it varies. So we consolidated all three of those templates into one campaign template called “Appointment Follow-Up - Feedback Approach.” We then added a new sales follow-up template called “Estimate Follow-Up.”

Whereas the “Appointment Follow-Up - Feedback Approach” campaign template takes the approach of seeing how the estimate appointment went, the “Estimate Follow-Up” template directly asks the customer if they have any questions on the quote/estimate provided.

Reorganized nurture templates

Previously, we had only one “Nurture - Dead” campaign template, and it was for dead leads who never responded to your estimate. However, many of you have campaigns for dead leads who expressed interest, but who never booked an appointment in the first palace. So we added a “Nurture - Dead - Never Booked Appointment” campaign template.

We also renamed “Nurture - Cancels” to “Nurture - Canceled Appointments” and renamed “Nurture - Upsell” to “Nurture - Previous Customers” for added clarification.

A more helpful interface 

And finally, we’ve made two improvements to the template experience.

First, you’ll now see helpful explanations for the objective of each template category and purpose of each specific template. 

Second, we’ve created a page where these templates are available in a single view. This is useful for

• Potential Hatch users, or managers, who don’t have access to Hatch, who want to understand what a campaign looks like.
• Collaboration with team members on message verbiage.
• Being able to first browse the templates without having to implement them.

Click here to access the templates in document form.

We’ve also created a Knowledge Base page on campaign templates which we will keep up to date.

The templates

Here are the templates available, and their purposes (which you can also see directly in the template library).

Lead outreach campaign templates

Beat your competitors to leads and book more appointments.

• Hatch Chat: Engage contacts who have requested text outreach through your website.
• Home Shows or Conferences: Follow up with leads from a home show or conference.
• Speed to Lead: Engage new leads instantly (from your website, Angi, and other lead sources.).

Sales follow-up campaign templates

Seize more opportunities and close more deals.

• Canceled Appointments: Reach out to canceled prospects to reschedule their estimate.
• Estimate Follow-Up: Follow up directly on an estimate you provided.
• Appointment Follow-Up - Feedback approach: Engage prospects after their appointment/estimate.

Nurture campaign templates

Reach out to aged leads or past customers in your database to drum up new opportunities.

• Nurture - Cancels: Re-engage old leads who canceled their appointments.
• Nurture - Dead - Never Booked Appointment: Reach out to aged leads who never booked an appointment.
• Nurture - Dead - Open Estimate: Reach out to aged leads who never responded to your estimate.
• Nurture - Previous Customers: Reach out to past customers to see if they have any new projects you can help with.

Customer experience campaign templates

Keep customers informed and engaged, to increase satisfaction, loyalty, and retention.

• Upcoming Appointment Reminder: Remind customers about their upcoming appointment
• Installation Scheduling: Inform customers that their product has come in and that it's time to schedule the install.
• Accounts Receivable: Reach out to customers for payments. 

Review & referral campaign templates

Encourage satisfied customers to spread the word about your business.

• Reviews: Encourage customers to leave a review for your business.
• Referrals: Ask customers to refer you to others.

Membership/recurring services campaign templates

Increase retention and loyalty with maintenance services.

• Membership Auto-Renewal Reminder: Alert membership customers that their membership will auto-renew soon.
• Join Membership: Promote your membership program to current customers.
• Expiring Membership: Encourage membership customers to renew before expiration.
• Expired Membership: Encourage expired membership customers to renew.
• Schedule Recurring Service: Reach out to membership customers to schedule their service.

Bot campaign templates

Text-only campaigns for Hatch AI users, focused on real-time engagement.

• Day-Of Appointment Confirmations: Confirm customers are available for their appointment.
• Sales Follow-Up: Follow up on a recent estimate appointment.

Get started with these new templates

Ready to start putting these templates to use? Here's what you can do:

Head to our Knowledge Base page on campaign templates 

Reach out to your Account Manager for help and any questions you have.

If you're not a Hatch user but want to learn more, book a demo with us here!