What is an OTTO campaign playbook?

An OTTO campaign playbook is a configurable SMS workflow built around a specific business outcome. It combines an entry point, a structured conversation, routing rules, attribution, and a lead or follow-up action.

Which campaign playbooks are available?

TextingOnly supports playbooks for aged lead reactivation, coupon delivery, inbound lead qualification, campaign attribution, appointment reminders, and multi-location rollout.

Can the playbooks be adapted by industry?

Yes. The entry point, script, qualification questions, routing rules, and reporting can be adapted for the organization, market, location, and campaign.

Do the playbooks require custom development?

Standard campaign playbooks can be configured through the TextingOnly platform. Custom integrations may require additional setup depending on the systems involved.

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Campaign Playbooks

Start with the outcome.
Choose the playbook.

Each campaign begins with a business goal. OTTO handles qualification, data capture, and routing. Choose the playbook that fits the campaign, then adapt the script, entry point, and follow-up path.

Get a quote → See OTTO live

Every playbook includes

01 Entry Point QR code, SmartLink, or reply-based campaign entry.

02 OTTO Workflow Questions, routing, data capture, and follow-up logic.

03 Attribution Campaign source, responses, intent, and outcome reporting.

Re-engage

Aged Lead Reactivation

Reconnect with inactive CRM contacts, confirm current intent, and route interested replies to the right rep.

Deliver

SMS Coupon Delivery

Send the offer through native SMS, capture the opt-in, and create a permission-based list for follow-up.

Qualify

Inbound Lead Qualification

Collect name, service need, location, and timing before the team begins the follow-up conversation.

<60sScan to qualified leadopt-in to Prepare Caller alert

8+Data points per conversationstructured fields, not a transcript

0Human capital to run OTTOno staff at first touch

∞Re-marketing windowevery opt-in owned permanently

Campaign Templates

Six playbooks. Configured for the campaign.

OTTO handles the structured conversation from the first reply through the lead alert, so staff can step in after the contact has provided useful context. See how inbound automations work →

Home Services · Automotive · Any

Aged Lead Reactivation

→Re-engage inactive CRM contacts and route interested replies

Your CRM has leads that went cold. SMS can provide a lower-friction way to reconnect because the contact already knows the organization. OTTO re-qualifies and delivers the callback only when intent is confirmed.

SmartLink or outbound SMS with reply CTA to aged list

OTTO re-qualifies: timeline, budget, intent still active?

Prepare Caller alert. rep calls a prepped, warm lead

Retail · Restaurant · Events

SMS Coupon Delivery

→Deliver the offer, capture the opt-in, and track the response

QR code on table tent, window cling, or receipt. Customer scans, OTTO delivers the offer via SMS, and the opt-in is captured automatically. No app, no loyalty card. The list grows with every redemption.

Customer scans the QR code and opens the native Messages app

OTTO captures the name and delivers the offer code

Opt-in list grows. re-marketable forever

Home Services · Automotive

Inbound Lead Qualification

→Rep gets a structured lead brief before picking up the phone

Replace the contact form. Customer texts in from any entry point. OTTO captures name, timeline, budget, service type, and location. First-call answer rate rises from <15% cold to 50%+ prepped.

Contact opts in via any entry point

OTTO runs ITR menu. 4–6 structured data points captured

Prepare Caller alert sent to rep with full lead brief

Events · Franchise · Broadcast

Broadcast Response & Attribution

→Know which market, campaign, and surface drove every opt-in

TV spot airs in three markets. Direct mail drops in two zip codes. One QR per surface, each with unique campaign attribution. OTTO captures the opt-in and tags it to the campaign, market, and channel. See Attribution Reporting →

Unique QR or SmartLink per market / channel. each attributed separately with scan-level reporting

OTTO captures opt-in, campaign source tied to each contact

Attribution report. scan source, market, intent, cost per lead

Senior Living · Healthcare · Services

Appointment Confirmation & Reminder

→Confirm appointments and identify reschedule requests

Send confirmation requests and reminders by SMS, where the message is easy to access from the customer’s phone. OTTO collects confirmation, handles rescheduling requests, and flags no-response leads for rep follow-up.

OTTO sends appointment confirmation via SMS

Contact confirms or requests a change, and OTTO routes the response

No-response list flagged for rep follow-up before window closes

Agencies · Franchise Networks

Multi-Location Campaign Rollout

→Deploy one playbook across locations with separate attribution

Franchise networks get one campaign template deployed to all locations simultaneously. Each location gets its own number, QR code, and attribution. OTTO runs the same play everywhere. reporting segmented by location. See Franchises →

Configure one template and deploy it across locations

Each location can receive its own number, QR code, and OTTO flow

Per-location reporting. compare performance across markets

How OTTO runs a play

Four steps. One repeatable workflow.

Each playbook uses the same operating model. The entry point, channel, script, and routing rules change by campaign. OTTO doesn’t.

Contact opts in

Scan, tap, or text. Native Messages app opens. OTTO responds and begins the configured workflow.

OTTO qualifies

Numbered menus or conversational prompts capture structured response fields. Timeline, budget, intent, name, service type.

Lead is prepped

OTTO tells the contact to expect a call from a specific number. Rep gets a Prepare Caller alert with the full brief.

Rep closes

Rep calls a contact who is expecting them, knows the number, and has already declared intent. The rep begins with declared intent and conversation context.

OTTO in action

Aged lead reactivation example

This is what an aged lead sees when OTTO reaches out. This example shows how OTTO can restart a conversation with a previously interested contact and collect updated intent before the team follows up.

How conversational SMS works →

Hey Marcus, it’s Apex Roofing. You reached out a few months back. Still thinking about the roof?
1 Yes 2 Not right now 3 Just browsing

Good to hear! What’s your timeline?
1 ASAP 2 Next 30 days 3 Just getting quotes

✓ Marcus, Jake will call from (443) 555-0182. He has the details from this conversation.

Ready to run a play

Choose the playbook.
We’ll configure the workflow.

We’ll match the playbook to the use case, configure the script and routing, and connect attribution across every entry point.

30 seconds · no form

See a Play Live

Open an aged-lead reactivation example in your native Messages app.

Try OTTO live →

Primary · most requested

Request a Quote

Tell us your vertical and use case. We’ll quote a pilot with the right playbook configured for your workflow.

Get a quote →

30 minutes · your playbook

Schedule a Demo

Review the platform, choose a relevant playbook, and see how the workflow is configured.

Schedule a call →