Understanding ReEngage: Import, Segment, and Send Contacts to the Sales Board (clone)

💡 What Is ReEngage?

Send segments of past clients and quoted leads to the sales board where you can send resell, cross-sell, and upsell offers.

ReEngage helps you organize and enhance your existing customer list so you can quickly identify who to contact next.

It replaces the My Clients page and gives you powerful tools to filter, segment, and target your customers by property details, activity history, and location. Each contact is automatically enriched with property and job data, giving you visibility into the home — not just the homeowner.

Use ReEngage to quickly identify the right customers and send targeted groups to the Sales Board for SMS and email outreach.

🎥Watch: ReEngage Training Video

🎯 Why Use ReEngage?

Instead of sending messages to everyone, ReEngage helps you focus on the customers most likely to respond.

With ReEngage, you can:

Prioritize overdue or high-value customers
Increase route density in neighborhoods you already serve
Reduce unnecessary messaging
Follow up on missed estimates
Launch targeted SMS and email campaigns

Result: More booked jobs and more revenue from customers you already have.

💼 Common Use Cases

Teams use ReEngage to:

Reach customers after storms or weather events
Promote seasonal services and tune-ups
Re-engage inactive or overdue customers
Follow up on unsold estimates
Cross-sell or upsell services
Fill schedule gaps by targeting nearby neighborhoods

🧭 How ReEngage Works

Most workflows follow the same simple process:

Add your contacts
Filter or segment your audience
(Optional) Target a territory on the map
Send contacts to the Sales Board
Launch your campaign

Start with the step you need below.

📘 Step-by-Step Guides

Use the guides below to complete each part of the workflow.

Guide	What you'll learn
🔗 Import Contacts to ReEngage	Import a CSV, connect an integration, or manually add contacts
🔗 Filter and Segment Your Audience	Narrow your list and save reusable segments
🔗 Target by Territory (Map View)	Select areas on the map to target customers by neighborhood or service area
🔗 Send Contacts to the Sales Board	Select contacts, review exclusions, and launch SMS/email campaigns
🔗 Contact Details & Enrichment	Understand property data, enrichment fields, and contact profiles

❓ FAQs

Question	Answer
Does importing cost credits?	No
Does enrichment cost credits?	No
When are credits used?	Only when sending SMS or email
Does ReEngage replace My Clients?	Yes
Where do I send messages?	From the Sales Board

Need Help?

Contact our Support team at support@glasshouse.biz.

Switching to a Universal Credit Plan is simple — contact sales@glasshouse.biz to get started