Marketing & Events overview

What you will accomplish

After reading this overview, you will know which part of Marketing & Events to open for customer messages, facility events, community updates, and review requests.

Your team can use this area to:

Plan emails, texts, social posts, and events on one calendar.
Invite customers to in-person events with RSVP and check-in.
Run announcement or discussion channels in the customer portal.
Ask happy customers for Google reviews and reply when feedback arrives.

When to use Marketing & Events

Use campaigns when many customers should receive the same message (open house invite, storage reminder, thank-you note).

Use social events when customers need a date, time, location, RSVP, tickets, or check-in at the door.

Use community channels when customers should see ongoing updates inside their portal.

Use reviews when you want to request a Google review or respond to feedback after a good visit.

Open Marketing & Events

From the dashboard sidebar, click Marketing & Events. You land on the Calendar tab.

Marketing and Events calendar showing scheduled social, email, and event items — The Calendar tab shows upcoming campaigns, social posts, and social events in one place.

Expected result: You see a calendar (or list) of planned customer outreach and events. Use Create New in the top-right corner when you are ready to add something.

The three main tabs

Marketing & Events has three tabs across the top of the page. Each tab does a different job.

Calendar
Stay on Marketing & Events to see what is scheduled. This is the best view when you want to avoid sending two big messages on the same day.
Community
Open Marketing & Events > Community to create channels such as Announcements, Event Updates, or member discussion.
Reviews
Open Marketing & Events > Reviews to send review requests and read Google feedback when your Google Business connection is ready.

Community Channels page listing channels with member counts and a Create Channel button — Community channels live on their own tab so announcement spaces stay separate from the calendar.

Reviews page showing review summary cards and a Send Review Request button — The Reviews tab is where your team sends personal review requests and tracks Google feedback.

Recommended learning path

If your facility is new to this area, follow this order:

Review communication settings so email, text messaging, social links, and Google Reviews are ready.
Create your first campaign for a customer update, event invitation, promotion, or announcement.
Finish the message, audience, and publish steps before customers should receive an email or text.
Create a social event when customers need an RSVP page, event details, or ticket check-in.
Review RSVPs and attendees a few days before the event so your team can plan capacity and reminders.
Create community channels for announcements or customer discussion.
Use event check-in when attendees arrive.
Send review requests after a helpful service, visit, delivery, or event.

Related workflows

Marketing work often depends on customer records, tags, portal settings, and payments.

Use Contacts to organize who should receive a campaign. Use Settings > Communications before sending texts or review requests. Use Payments before selling paid event tickets.

Common mistakes to avoid

Do not send a campaign until another teammate has reviewed the audience and message.
Do not publish a paid event until payment processing is ready in Settings > Billing.
Do not make a community channel read-only unless only staff should post there.
Do not ask every customer for a review at once. Start with people who had a recent positive visit.

How-to guides in this section

Create a campaign — start an email, text, push, or social post.
Add campaign message, audience, and publish — finish the message and send it to the right customers.
Create a social event — publish an RSVP page with event details.
Review social event RSVPs and attendees — see who is coming before event day.
Check in social event attendees — mark guests as arrived on event day.
Manage community channels — create customer discussion or announcement channels.
Request and manage reviews — ask for Google reviews and reply to feedback.

What to do next

If you are new to this area, start with Create a campaign, then follow Add campaign message, audience, and publish.

If you are preparing for an event, continue with Create a social event and Review social event RSVPs and attendees.