Journeys & Campaigns
Automatic follow-up journeys and batch outreach, with opt-outs handled for you.
Guides in this topic
- Get email ideas from AriaIn Campaigns → Emails → Let Aria write my email, describe the email you want and Aria suggests up to three subject lines, preview texts and bodies using only your business profile and published Knowledge. Nothing is saved or sent until you choose.
- Create an email campaignStart an email campaign as a draft in Campaigns, choose the From address from your own domain or mailbox, write the email, then approve and schedule it. Nothing is sent until an approved schedule goes out.
- Why is my email campaign Held?Every scheduled email campaign starts Held, and nothing is sent until an Owner binds it to an approved delivery policy. Here is why a schedule stays Held, why some recipients wait or are not sent, and what to do.
- Choose and approve campaign recipientsPick saved lists, smart lists or single contacts, check the audience, and see who will get the email and why others won't. One Owner then approves the exact content, sender and audience together.
- Campaign results and unsubscribesRead what happened after an email, SMS or WhatsApp campaign went out: the Results card (sent, delivered, opened, clicked, replied, unsubscribed and bookings), and for email the links people clicked, each recipient and their replies. Learn what an unsubscribe stops and what it doesn't.
- Schedule an email campaignEmail campaigns are scheduled, never sent instantly. Pick the location, date and time, schedule it as held, then bind an approved delivery policy so it can go out. Pause, change the time or cancel while it waits.
- Create with NoraType the goal of a marketing campaign in a sentence and Nora prepares a Campaign Designer draft from your own forms, lists and emails. You review it on the canvas. Nora never starts, sends, schedules or approves it.
- SMS, WhatsApp and call campaignsIn Campaigns you can draft SMS, WhatsApp and Aria call campaigns and check who you may reach, but only email campaigns can be approved and sent from Campaigns today. To reach a group by text, use Aria Campaigns where your workspace has live launch approved.
- Follow, test and read an Aria CampaignFollow a running Aria Campaign on the Monitor step, pause, resume, release held actions or cancel it, confirm uncertain outcomes and read its results. Try any campaign first with test customers in Aria Lab, where nothing is sent.
- Run an Aria CampaignAria Campaigns let Aria contact a group of your contacts toward a goal you describe. You pick who, tell Aria what to do, review exactly who will be contacted and how, then start or schedule. Owners only.
- Write, design or import a campaign emailThe email designer is where you write a plain email, build a designed one with drag and drop, or import HTML for a campaign or template. Save often: it doesn't save by itself in campaign drafts and templates. Owners only.
- Preview and send a test emailPreview & test shows the campaign email exactly as it will be sent, on desktop, mobile and plain text, and lists every problem that blocks approval. Send test emails a copy marked [Test] to your own sign-in address only.
- Email templates, brand library, images and personalizationSave emails as templates, keep English, Spanish and French versions, set your logo, colours and fonts once in the brand library, add images, and personalize with the customer's name. Owners only.
- Journeys overviewJourneys are QualiFlow's automatic follow-ups across the customer lifecycle. They run by themselves for every dealership with QualiFlow's settings. The Journeys page shows each journey, who is in it and how it is doing.
- A journey's Activity and StatsSelect a journey's card to open its read-only pop-up. Activity shows who is in it and who recently went through it, with each customer's step, next send and result. Stats shows its numbers.
- What each journey does, and who changes itEvery journey runs with QualiFlow's settings and messages, managed by QualiFlow. There is nothing to edit, approve or switch on. This lists what each journey does; to ask for a change, create a ticket in Support.
- Appointment reminders and no-show recoveryAppointment reminders are always on. They confirm a booking, remind the customer the day before and two hours before, and follow up a missed visit, from your dealership's text number first and then your dealership's email.
- Pre-delivery and post-delivery check-inThe delivery journey sends a welcome message 1 day before the planned delivery and checks in 3 days after the handover. A sale recorded late gets the welcome at the next allowed time before delivery.
- Feedback request after a visit, delivery or serviceSurveys, reviews and complaint resolution asks the customer for feedback 1 day after a verified visit, delivery or completed service, but only when someone recorded that the customer agreed to be asked.
- New inquiry, quiet conversation, visit and callback follow-upsHow the four sales follow-up journeys start and what they send - New inquiry follow-up, Quiet conversation follow-up, Showroom and test-drive follow-up, and Requested follow-up and callback, including back-in-stock messages.
- Ownership, service and inventory journeysLease maturity, financed and cash ownership check-ins, service retention and Inventory notices - what each sends, and what record starts it. They all run automatically, managed by QualiFlow.
- Every journey and what it needsThe eleven journeys and Inventory notices, what starts each one, the default settings they share, and the four things every journey needs before it can message a customer.
- When a journey sends by itself, and when your team is askedJourneys send each step by themselves. Nothing needs approving. A step comes to your team as a My Work task only when it can't be sent safely, for example with no permission, no channel, or Aria's live replies off.
- Why a journey step didn't go outJourneys run by themselves, but a step only goes out when the record, channel and permission are in place. Read the customer's result in the journey's Activity tab and any My Work task, then apply the fix.
- Stop journey messages for one customer, or for everyoneJourneys always run and can't be switched off. Each customer's own choices always stop them, a takeover or reply holds them, and Pause all sending stops every outgoing message for the workspace.
- Check that journeys really message customersEvery journey runs automatically, managed by QualiFlow. A step only reaches a customer when your sending channels, permission and the customer's details are in place. Use this checklist.
- Journeys common questionsAnswers to the questions dealers ask most about journeys - who manages them, messages sent twice or late, why a number is 0, email instead of text, and why a follow-up stopped after the customer replied.
- What each record needs to start a journeyJourneys start from your appointments, visits, sales, deliveries and service records. Here is what must be recorded on each one, and why Source = Verified matters.
Every lead gets a reply
Never leave a lead waiting until morning.
Aria answers, qualifies and books test drives around the clock, in English, Spanish and French, inside the rules you set.
Smart Flow · Card required. Subscription charges automatically after seven days unless cancelled; optional guided onboarding is charged upfront. Nothing goes out to customers until you connect your channels and approve Aria’s go-live checklist.
