Sending a marketing campaign

Campaigns send email, SMS or WhatsApp to opted-in customers, with consent and suppression checks applied before anything goes out.

2 min readUpdated

Go to Marketing, then Campaigns. A campaign is one message sent to a group of customers by email, SMS or WhatsApp and only people who have opted in receive it.

Marketing, then Campaigns. A sent campaign shows its open rate. A draft waits until you launch it.
Marketing, then Campaigns. A sent campaign shows its open rate. A draft waits until you launch it.

Building one

  1. 1Choose your channel
  2. 2Choose who it goes to, either an audience you have built or a filter you set there and then
Marketing, then Audiences. A saved group and how many people are in it.
Marketing, then Audiences. A saved group and how many people are in it.
  1. 3Write the message or pick a template
Marketing, then Campaign Templates. Write the message once and start the next campaign from it.
Marketing, then Campaign Templates. Write the message once and start the next campaign from it.
  1. 4Preview it and send yourself a test
New campaign. The channel, who it goes to, the message and a preview of the email.
New campaign. The channel, who it goes to, the message and a preview of the email.
  1. 5Send it

Every send is filtered against marketing consent and the suppression list before anything leaves. Somebody who opted out cannot be reached by accident, which is the protection you want when a mis-selected filter would otherwise be a regulatory problem rather than an embarrassment.

Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.
Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.

Always send yourself a test

A test email costs nothing and catches the mistakes that matter, like a broken link, a name that did not merge or a price you changed your mind about.

What to send

Something the reader gains from. A quiet-week offer, a seasonal reminder, news of a service you have added. A message that exists only because it has been a while since the last one reads exactly like that.

Common questions

Why did fewer people receive it than my segment showed?

Consent and suppression are applied at send time. The difference is people who have opted out or been suppressed since the segment was built.

Can I schedule a campaign for later?

Build it in advance and send when you are ready. Test first, because a scheduled mistake is harder to catch.

Does sending SMS cost extra?

Text and WhatsApp messages have a per-message cost. Email is included. Your balance and spend are under Settings, then Messaging Credit.

Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.
Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.

Topics

MarketingCampaignsEmail

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