Send your first campaign

Campaigns are for admins. A campaign proposes, you send, 100 messages at a time. Nothing leaves without your click, and a sent message cannot be recalled.

Before you start

• A segment: a saved group of contacts. Open Contacts, then Segments, and add a ready-made one or press New segment to build one from rules.
• A provider that is ready. At the top of Campaigns a pill says whether e-mail and WhatsApp are ready. For e-mail, the sending identity must be verified on Domains (Marketing, Forms and pages).
• For WhatsApp: a template approved by Meta. The Templates view has ready texts.

Send

1. Open Marketing, then Campaigns.
2. Press New campaign.
3. Fill Name, Brand, Channel, Segment and Language.
4. Write the E-mail subject and the text. The first name is filled for each person and an unsubscribe link is added for you.
5. Press Create campaign.
6. Open the campaign. Check how many can receive it. People without a recorded opt-in are left out, and the reasons are shown.
7. Press Propose sends, then Send next and confirm. Repeat until nothing waits.

Success looks like: the campaign shows "N sent", "0 waiting" and the status Done.

Sequences

A Sequence is a series of follow-up steps with a delay between them. Press Propose due steps to prepare what is due, then send the waiting steps. A sequence never sends by itself.