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Campaign Overview

Design, schedule, and analyze marketing campaigns across email, WhatsApp, SMS, and more. Campaigns combine segments, templates, and automation to deliver personalized messages at scale.

Channel-Specific Guides​

Get detailed, step-by-step instructions for each channel:

ChannelGuideOpen RateBest For
📧 EmailEmail Campaigns Guide →15-25%Newsletters, nurture campaigns, detailed content
💬 WhatsAppWhatsApp Campaigns Guide →70-90%High-engagement messages, rich media, transactional
📱 SMSSMS Campaigns Guide →90-98%Urgent alerts, reminders, time-sensitive updates

Each guide covers:

  • Prerequisites and setup
  • Step-by-step campaign creation
  • Best practices and optimization
  • Analytics and tracking
  • Troubleshooting common issues

Campaign Types​

TypeChannelBest For
EmailEmail deliveryNewsletters, announcements, nurture sequences
WhatsAppWhatsApp BusinessHigh-engagement transactional messages
SMSText messagesTime-sensitive alerts, reminders
Multi-channelCombined deliveryCoordinated cross-channel campaigns

Creating a Campaign​

Step 1: Basic Setup​

  1. Navigate to Channel → Campaigns
  2. Click + New Campaign
  3. Configure basics:
    • Name: Internal identifier
    • Type: Email, WhatsApp, SMS, or Multi-channel
    • Description: Campaign purpose (optional)
    • Tags: For organization

Step 2: Select Audience​

  1. Choose Segment: Select existing segment or create new
  2. Preview Count: See total recipients
  3. Exclusions (optional):
    • Exclude recent contacts
    • Exclude previous recipients
    • Custom exclusion rules

Step 3: Design Content​

For Email:

  1. Select template or start from scratch
  2. Edit content in visual editor
  3. Add personalization:
    • Contact's first name
    • Their company name
    • Any custom field values
  4. Preview for sample contacts
  5. Send test email

For WhatsApp:

  1. Select approved template
  2. Fill in template variables
  3. Preview message

For SMS:

  1. Write message (160 char limit for single SMS)
  2. Add personalization
  3. Include opt-out text

Step 4: Schedule Delivery​

OptionDescription
Send NowImmediate delivery
ScheduleSpecific date and time
Send in Contact's TimezoneDeliver at local time
Optimal Send TimeAI-recommended best time per contact

Step 5: Review & Launch​

  1. Review all settings
  2. Check recipient count
  3. Preview content
  4. Click Launch Campaign or Schedule

Campaign Workflows​

For advanced automation, use Workflow Campaigns:

  1. Create a workflow with Campaign Trigger
  2. Add logic nodes (conditions, delays)
  3. Include Campaign Send nodes
  4. Link campaign to workflow
  5. Activate for automated sequences

See Workflows for details.

Campaign Analytics​

Dashboard Metrics​

MetricDescription
SentTotal messages dispatched
DeliveredSuccessfully received
Delivery RateDelivered / Sent
OpensUnique opens (email only)
Open RateOpens / Delivered
ClicksUnique link clicks
Click RateClicks / Delivered
CTRClicks / Opens
RepliesDirect responses
BouncesFailed deliveries
UnsubscribesOpt-outs

Activity Timeline​

Track individual contact activity:

  • Delivery status
  • Open timestamps
  • Link click details
  • Reply content

Export Reports​

Download campaign data:

  1. Open campaign
  2. Click Export
  3. Choose format (CSV, PDF)
  4. Select data (summary or detailed)

A/B Testing​

Test variations to optimize performance:

Creating a Test​

  1. In campaign creation, enable A/B Test
  2. Create Variant A (control)
  3. Create Variant B (test)
  4. Configure:
    • Test Size: % of audience for test (e.g., 20%)
    • Winning Metric: Opens, clicks, or conversions
    • Wait Time: Duration before picking winner

How It Works​

  1. Test variants sent to test percentage
  2. System monitors results during wait period
  3. Winning variant automatically sent to remaining audience

What to Test​

  • Subject Lines: Different approaches
  • Send Times: Morning vs. afternoon
  • Content Length: Short vs. detailed
  • Call to Action: Button text/placement
  • Personalization: With/without name

Campaign Status​

StatusDescription
DraftNot sent, still editing
ScheduledQueued for future send
SendingCurrently processing
SentDelivery complete
PausedTemporarily halted
CancelledStopped permanently

Best Practices​

Deliverability​

  1. Authenticate domains: Set up SPF, DKIM, DMARC
  2. Clean lists: Remove bounces and unsubscribes
  3. Warm up IPs: Gradually increase volume
  4. Monitor reputation: Check bounce and spam rates

Content​

  1. Personalize: Use contact data for relevance
  2. Clear CTA: One primary action per message
  3. Mobile-friendly: Optimize for mobile viewing
  4. Plain text version: Include for email

Compliance​

  1. Include unsubscribe: Required for email
  2. Honor opt-outs: Process immediately
  3. Sender identification: Clear from/reply-to
  4. Consent records: Document permission

Permissions​

PermissionDescription
View CampaignsSee campaign list and reports
Create CampaignsDesign new campaigns
Send CampaignsExecute and schedule
Delete CampaignsRemove campaigns
Manage TemplatesEdit email templates
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