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FlexEngage messages are built from three components: Multiple messages can be chained together to build a customer journey.

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Filters

Filters control which customers qualify for a message. You can add a single filter or build complex conditions by combining multiple filters with logical operators.

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Adding Filters

When creating a Scheduled Blast or Smart Messaging campaign, open the Filters card. Click Add Filter to add your first filter. Each filter row has three parts:
  1. Filter type: Select what customer data to evaluate (e.g., Total Washes, Membership Status). See the Filters page for a complete reference.
  2. Operator: Select how to compare the data (e.g., Greater than, Equal to, In).
  3. Value: Enter the threshold or selection to compare against.
To remove a filter, click the X button on its row. Send schedule

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Combining Filters with AND/OR

At the top of each filter group is a logical operator selector: AND/OR.
  • AND: A customer must match all filters in the group to qualify. Use AND when you need customers to meet every condition.
  • OR: A customer must match at least one filter in the group to qualify. Use OR when any one condition is sufficient.
Example with AND: Target cancelled members who have washed recently.
  • Membership Status = Cancelled AND Total Washes Within X Days > 0 in 30 days
Example with OR: Reach customers who are at risk of churning for different reasons.
  • Billing Attempts >= 3 OR Membership Invalid CC At >= 2025-01-01

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Filter Groups

For more advanced targeting, you can nest filter groups. A filter group is a set of filters with its own AND/OR operator, and it evaluates as a single condition within its parent group. Click Add Filter Group to create a nested group. Filter groups can contain filters or additional filter groups. Filters groups in the UI Example with nested groups: Target active members at a specific location who either have high loyalty points or many washes. 
AND
  ├── Membership Status = Active
  ├── Customer Primary Car Wash = Main Street Location
  └── OR
        ├── Loyalty Points Balance >= 100
        └── Total Washes >= 20
In this example, a customer must be an active member at the Main Street location and must also have either 100+ loyalty points or 20+ total washes.
A group can contain only filters or only nested groups, not both at the same level. Structure your logic by nesting groups when you need to mix AND/OR conditions.

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Estimating Recipients

After configuring your filters, click Estimate Recipient Count to see how many customers currently match your filter criteria. The estimate shows separate counts for SMS-eligible and email-eligible recipients based on their opt-in status and available contact info. Recipient count Use this to validate your targeting before scheduling the message. If the count is unexpectedly high or low, adjust your filters.

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Delivery Channel

The Delivery Channel card controls how the message reaches customers.

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SMS

Select SMS to send a text message. You write the message content directly in the message field. Only customers with a phone number on file and the required opt-in level will receive the message. For Scheduled Blasts, an Estimate SMS Cost button is available to preview the approximate cost of sending to your filtered audience.

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Email

Select Email to send an email. You configure the subject line and email body content. Only customers with an email address on file and the required opt-in level will receive the message.

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Opt-In Levels

FlexEngage respects customer consent preferences. When creating a message, the opt-in level determines which customers are eligible:
  • Double Opt-In (default for SMS): Only customers who have completed the double opt-in process. This is the safest and most compliant setting.
  • Single Opt-In: Customers who have opted in at least once.
  • None: All customers who have not explicitly opted out.
For SMS campaigns, double opt-in is strongly recommended to maintain 10-DLC compliance. See the FlexEngage Overview for setup requirements.

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Send Schedule

The Send Schedule card controls when the message is sent. Send schedule

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At Date/Time

Send the message once at a specific date and time. Select the date, time, and timezone. The message fires once and the blast moves to a completed state.

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Recurring

Send the message on a repeating schedule. Recurring blasts are useful for ongoing campaigns that should continuously reach new customers as they meet the filter criteria. When using a recurring schedule, additional recurring filters become available:
  • Membership Anniversary: Target members approaching a sign up anniversary.
  • Offer Expiring in X Days: Target members whose promotional pricing is about to end.
These filters only make sense with a recurring schedule because they evaluate time-sensitive conditions that change daily.

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Duplicate Prevention

By default if a customer has already received a specific Scheduled Blast or Smart Messaging campaign, they will not receive it again, even if they still match the filter criteria. You can edit this with a send limit that controls how many times a single customer can receive the message. Use this carefully because a customer can continuously meet defined filter conditions leading to repeated messaging.

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Enabling and Disabling

Every Scheduled Blast has an enabled/disabled toggle. When disabled, the message will not send even if the schedule fires. Use this to pause a campaign without deleting it. A blast can be cancelled at any time before it completes. Once cancelled or completed, the blast enters a terminal state and cannot be modified further.