Creating a Campaign

This guide walks through creating and launching an outbound communication campaign.

The Campaign Builder Wizard

Go to Campaigns and click + New Campaign to open the setup wizard:

Step 1: Details & Channel

• Campaign Name: Internally identify this campaign (e.g. Black Friday Pre-Sale).
• Channel: Select the outgoing channel: Email, WhatsApp, or SMS.
• Sender identity: Select the specific connected phone number or email mailbox to send from.

Step 2: Target Audience

• Select a pre-existing dynamic Audience (e.g. Premium Tier).
• Alternatively, upload a one-time CSV list of contacts for this campaign.

Step 3: Message Template

• Select the message template to send.
• Map the template variables to CRM contact fields (e.g. map {{1}} to contact.firstName).
• Preview: Click the preview button to see how the message looks with real contact data.

Step 4: Review and Send

• Review target counts, pricing estimates, and message preview.
• Send Options:
  • Send Now: Dispatch immediately.
  • Schedule: Set a future date, time, and timezone.
  • Throttling: Set maximum messages sent per minute (useful to prevent overwhelming support queues with replies).
• Click Launch Campaign.