User manual

06

Sending a campaign

Send an SMS, MMS or WhatsApp message to the right group of contacts, check the cost before you send and watch it go out step by step.

The campaign flow

  1. 1
    New campaign

    Name it and choose the recipients by tag.

  2. 2
    Sender & timing

    Channel, sending number or sender name, now or a set date.

  3. 3
    Message

    Write it or start from a template; add personal fields, links, coupon, unsubscribe link.

  4. 4
    Preview

    See the number of messages, the cost, the end time and real samples.

  5. 5
    Send

    Watch the progress; results and clicks come in on the campaign page.

1 · Set up the campaign

SEND › New campaign. The panel on the right sums up the campaign as you build it.
SEND › New campaign. The panel on the right sums up the campaign as you build it.

Write the message from scratch (New content) or pick a saved one (From template). In the editor you can insert custom fields (e.g. the first name), a shortened link, a video, a coupon from a pool and the unsubscribe link. WhatsApp uses approved message templates: fill each variable with a field, link, video or coupon.

The side panel updates live: “We’ll send N messages to N contacts”, how many SMS parts that is, the sender, channel, recipients, send time and a preview of the message.

2 · Preview and send

Preview: number of messages, estimated end, total cost and real samples of personalised messages.
Preview: number of messages, estimated end, total cost and real samples of personalised messages.

Click Preview to see exactly what will happen before any money is spent: the number of messages and contacts, the estimated end of sending, the cost, whether your balance is sufficient, and real samples of personalised messages with their recipients. Campaigns go out within the sending hours shown (for example 09–20); anything scheduled outside them starts the next morning.

3 · Follow the progress

Progress: each step of the campaign with counts and the time left.
Progress: each step of the campaign with counts and the time left.

Open the campaign from SEND › Campaigns to see where it is:

  1. 1
    Created
  2. 2
    Finding recipients

    Contacts matching your tags.

  3. 3
    Personalising messages

    Each message is filled in.

  4. 4
    Saving messages
  5. 5
    Checking balance

    Cost is reserved.

  6. 6
    Scheduled

    Only for a set date.

  7. 7
    Sending

    Progress and the expected end at the current pace.

  8. 8
    Sent

    With the delivered %.

Each running step shows how many messages are done and about how much time is left. If something needs your attention, a clear note says what to do, for example “Not enough balance to send this campaign. Top up and retry it.”

Timeline: what happened and how long each step took.
Timeline: what happened and how long each step took.

4 · Results

A sent campaign: statistics, links and the full settings recap.
A sent campaign: statistics, links and the full settings recap.

The campaign page shows recipients, sent and delivered messages, revenue (when your shop is connected) and, for every shortened link, how many people opened it. Below you find the settings recap: sender, send time, target, platform, links, coupon and whether the unsubscribe link was included.

The campaigns list

SEND › Campaigns: status, progress and results of every campaign.
SEND › Campaigns: status, progress and results of every campaign.

Each row shows the status, recipients · sent · delivered, the time and revenue; running campaigns show their % sent and expected end. Click a row to open the campaign. The ⋯ menu offers Details, Duplicate and Create report (then download it as CSV).

The ⋯ menu of a campaign.
The ⋯ menu of a campaign.