> For the complete documentation index, see [llms.txt](https://www.servecommand.com/llms.txt).

# Connect memberships and campaigns

Give customers a clear next step with property-specific membership offers, payment choices, and follow-up informed by existing work.

Source: https://www.servecommand.com/docs/memberships-and-campaigns
Updated: 2026-10-06

Campaign offers and service notices give customers a next step. Memberships record the services and terms they commit to. Connecting the two helps the office distinguish a customer who has received an offer from one whose work is already covered.

## Before you start

Campaigns require access to the Campaigns module and marketing email. Membership offers also require memberships to be enabled for your business, with plans and services configured for the relevant Sites.

## Match the action to the offer

ServeCommand uses different campaign actions for different situations:

| Customer action | What happens next |
| --- | --- |
| See my offer | Opens the plans and prices prepared for the property. |
| Request an estimate | Sends the request to Sales for the team to prepare a quote. |
| Request service | Sends the request to Requests in Command, ready for the office to schedule. |

Requesting service is not the same as confirming an appointment. The office still has a scheduling decision to make.

## Make membership terms clear

A property-specific membership offer presents the included services, term, and available payment choices. Depending on the plan, a customer can pay in advance or pay per visit. Where both choices exist, the offer can show calculated prepay savings.

Acceptance records the services, terms, rates, consent, and signature. Covered visits keep the agreed member pricing. Prepayment covers the included visits for the term; those covered visits are not billed again. Additional work outside the included services remains separate. Per-visit billing uses the agreed member rates as services are delivered.

## Example: an irrigation season offer

An irrigation business prepares a plan covering its chosen seasonal visits for a customer's Site. The customer reviews the included work and available payment choices, then accepts the plan.

Before sending another seasonal offer, the office can review whether that Site already has an active membership, a related offer, or work on the books. This gives the team context for deciding whether further outreach is useful.

Your plans might be named Bronze, Silver, Gold, and Premium, with different included services and rates. These names are examples; ServeCommand does not assume that every tier contains the same visits. Define the service scope and term before presenting the offer.

The services and choices in this example depend on how your business configures its plans. A campaign does not create a customer commitment simply because it was sent.

## How does this help plan seasonal workload?

Separate customers who have committed from those who still need follow-up, then compare that context with work already on the books. An active membership explains which services are covered. A request still needs an office scheduling decision. That distinction helps the team discuss the season using customer commitments rather than treating the entire mailing list as booked work.

Before following up, review Site and service-category coverage. A property may already have a membership, an overlapping offer, or a related job. That context helps avoid asking a customer to buy work they already arranged. It does not automatically balance crew capacity or guarantee an appointment.

## Follow up on the right stage

Campaigns distinguish sent messages and click activity from membership acceptance and booked work. Offer reminders focus on offers still awaiting a customer decision, leaving accepted or booked targets out of that audience.

Coverage information is tied to the Site and service category. It can surface active or renewing memberships, overlapping offers, recent contact, and existing work. A proposed membership is not active coverage, and selecting a customer for a campaign does not mean an email has been sent.

Campaign click activity can include a tracked email link click or a visit to the linked offer or request page. A click does not confirm that a membership was accepted, a visit was booked, or a payment was completed.

Membership acceptance and payment are also separate. A per-visit membership does not require payment for the whole term at acceptance, and a bank prepayment can still be processing after confirmation.

## Is accepted membership value money collected?

No. Keep offer acceptance, service scheduling, and payment status separate when reading the campaign results.

| Signal | What it tells you | What it does not establish |
| --- | --- | --- |
| Sent | The campaign message was sent. | The customer read it. |
| Clicked | A tracked link was clicked or a linked campaign page was visited. | The customer accepted or paid. |
| Accepted | The customer committed to the recorded membership terms. | Every visit is scheduled or the full term has been paid. |
| Payment completed | The relevant payment completed. | All future service work is finished. |

For an illustrative $900 per-visit membership, acceptance records the agreement. The $900 should not be treated as money collected at acceptance. Review payment records separately. ServeCommand campaign follow-up focuses on clicks and customer actions; email opens are not the engagement signal described here.

## Related guides

- [Understand the ServeCommand system](https://www.servecommand.com/docs/overview.md)
- [Owner tags and customer benefits](https://www.servecommand.com/docs/owner-tags.md)
- [Review pricing differences before invoicing](https://www.servecommand.com/docs/invoice-review.md)
- [ServeCommand for irrigation businesses](https://www.servecommand.com/irrigation-business-software)