Hatch Campaign Templates

How to view, implement, and modify the Hatch campaign templates.

>> Click here to access the templates in document form.

Why Hatch campaign templates exist

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, as it automates this kind of outreach.

But that still begs many questions, like...

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 oftentimes, the best practices for the above questions are somewhat counterintuitive. This is why our templates exist.

What are Hatch campaign templates?

Hatch campaign templates contain recommended message campaigns—duration, frequency, channel, and verbiage—for specific use cases, to help you maximize response rates, reduce opt-out rates, and reduce spam rates.

They are written based on analyzing performance data on thousands of Hatch campaigns, as well as these messaging best practices.

Can I modify the templates?

Absolutely. You are free to modify the campaign templates to your liking - just be sure to stick to the best practices!

We also have compiled guides with variations of the messaging, in case you want to try something new. Those can be found here:

Where can I see the Hatch campaign templates?

The campaign templates are available right within Hatch, but we also have made them available in word document form. This is helpful for:

Collaboration with team members on message verbiage.
Being able to first browse the templates without having to implement them.
Anyone who doesn’t have access to Hatch, who wants to understand what a campaign looks like.

Click here to access the templates in document form.

How do I use a Hatch campaign template?

Log in to Hatch and navigate to your campaigns tab.
Click on "Create Campaign"
You will be brought to the campaign template library, where you can choose a template or start from scratch.
Once you click "Use Template," you'll be able to modify it however you want. You can change the verbiage, add and remove messages, channels, and more.

What campaign templates do you offer in Hatch?

Here is a list of the templates available and what they're used for:

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 upcoming 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 AND 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 SERVICE 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 CAMPAIGNS

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.