Video chapters

This short video walks you through using the Campaign tool in Farmhand to message different segments of your customer base — active members, past members, today's pickups, waitlist leads, and more. You can follow along:

• 0:00 Starting a campaign & default audience
• 0:48 Messaging active members only
• 1:19 Reaching past or canceled members
• 1:57 Same-day pickup alerts (driver delays, weather)
• 2:42 Same-day swap-outs by product
• 3:18 Permanent pickup site changes
• 3:50 Waitlist campaigns
• 4:11 Saving an audience as a reusable segment
• 5:05 Sending a campaign to a saved segment

Start a campaign

1. Go to Campaigns → Upcoming → Create.
2. Name it (internal only — customers never see this).
3. Build your audience.

The default audience is All Contacts. Fine for farm events or major news, but use sparingly — too many sends → unsubscribes.

Common audiences

Active members only — for new products, policy changes, anything member-relevant:

• Use the built-in Members Active segment. Includes anyone with an ongoing subscription. Excludes past-season completes and cancels.

Past members — for resignup pushes or win-backs:

• Filter by Subscription Status.
• Pick Completed (e.g., last winter season) to nudge them into the new season.
• Pick Canceled to try to win them back.
• Select multiple statuses at once to catch everyone who's been a member but isn't now.

Today's pickups only — for same-day operational alerts (driver running late, swap-outs):

• Add Order filter → today's date.
• Order status defaults to Confirmed + Pending — this already excludes skips. Add skipped customers manually only if you need them.
• Add the impacted Pickup Site(s).

Today's pickups for one product — same-day swap-out (e.g., sold out of strawberries):

• Keep the order + today's-date filter.
• Replace the pickup site filter with Order Product → strawberries.

Permanent pickup site change (address or time change for a specific site, going forward):

• Don't use order status — that's for one-day situations.
• Use the Subscriptions filter.
• Set: active subscriptions where Subscription Pickup Site = the site you're changing.

Waitlists:

• Use the Waitlist filter.
• Set Invite Sent At → is not set to target everyone still waiting.

Save an audience as a reusable segment

Audiences built inside a campaign are one-time — you can't reference them later. To reuse:

1. Go to Contacts → Custom Segments → + (Add).
2. Name the segment.
3. Apply the same filters available in the campaign builder.
4. Create.

To send to it later:

1. Open the saved segment → click the loaded contact list.
2. More → Create Campaign. You'll land in a new campaign with that audience pre-selected.

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