Creating a Campaign
Build a campaign by email, SMS, WhatsApp or phone, step by step.
Campaigns reach many contacts by email, SMS, WhatsApp, phone call or WhatsApp call. Go to Campaigns > Create Campaign.
The Six Steps
- Objective: name, type, goal (Engagement, Awareness, Lead Conversion, Customer Retention, Upsell or Appointment Booking) and an objective. The AI uses the objective to stay on topic.
- Audience: a Saved Segment, Build with Filters or Import CSV. Who Will Be Reached shows the count. Opted-out, no-consent, do-not-contact, discarded and converted contacts are always left out.
- Content: write each step. Email has a block builder and an optional A/B Variant B Subject. SMS and WhatsApp can have up to 3 quick-reply buttons. Add a follow-up step (up to 4) to send again if an email wasn't opened or there was no reply.
- AI Settings: Autonomous, Draft + Approve or Live Agent Only, plus Auto-Book Appointments, Handle Objections and Escalate on Negotiation.
- Schedule: Immediate, Scheduled or Triggered (Always On), for example when a lead reaches a stage or a new customer joins. Set the send pace per hour.
- Review: check the summary and message previews, then launch or save as a draft.
A/B Subject Tests
Half the audience gets each subject. A winner is shown once each variant has 100 sends, based on unique opens.
Tips
- Skip contacts who received a campaign in the last N days avoids over-messaging.
- Clone a past campaign to start from its setup.