Campaigns

The Campaigns module lets you send targeted email and SMS messages to groups of contacts. You can send one-time broadcasts to a segment, build multi-step sequences with delays between messages, run A/B tests, and track performance with detailed analytics.

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Campaign Types

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Creating a Campaign

1. Click New Broadcast or New Sequence
2. Enter a campaign name
3. Choose a starting point - Blank to start from scratch, or From Template to use a saved template
4. You are taken to the campaign editor

Organization

Campaigns can be organized into folders. Create, rename, and nest folders from the campaign list page. Move campaigns between folders individually or in bulk.

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Audience and Targeting

Selecting an Audience

• All contacts - Every contact with the relevant channel info (email address for email campaigns, phone number for SMS)
• Segment - Choose a saved segment from the dropdown to target a specific group

The audience preview shows:

• Total matching contacts
• A sample of matching contacts
• How many contacts will be skipped due to suppression (bounced, unsubscribed, or complained)

The count updates in real time as you change the segment selection.

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Email Editor

Subject Line

Enter a subject line with optional merge fields - for example, Hi {{contact.firstName}}, check out our latest updates.

Body

The editor supports rich text with a formatting toolbar:

• Bold, italic, links, lists, and images
• Toggle between the visual editor and a raw HTML view for advanced formatting
• Preview mode shows how the email will look to recipients

Merge Fields

Click the Variables button to insert personalization tokens:

• Contact fields - First name, last name, email, phone, company, and any custom fields
• Custom values - Company name, website, and other values configured in settings
• Utility fields - Unsubscribe link (automatically added to the footer if not included in the body)

Unsubscribe Link

If your email body does not include an unsubscribe link, one is added automatically to the footer. You can control placement by inserting the unsubscribe token manually.

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SMS Composer

Message

Type your message in the text area. Use the merge field button to insert contact fields.

Character Count

The composer shows a live character count and segment estimate:

• Standard characters: 160 characters per segment
• Extended characters (certain symbols and emoji): shorter limits apply
• The display updates as you type, showing the encoding type and number of segments

Preview

A phone mockup on the right shows how the message will appear to the recipient, with merge fields replaced by sample data.

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Multi-Step Sequences

Adding Steps

Click Add Step to add messages to your sequence. Each step is a collapsible card showing its position number, subject (for email), and delay.

Delay Between Steps

Set a delay before each step sends - minutes, hours, or days. For example, send step 2 three days after step 1.

Conditional Branching

Optionally enable conditional branching on a step to route contacts based on engagement:

• If opened - Contact opened the previous email → go to a specific step
• If clicked - Contact clicked a link → go to a specific step
• If not opened - Contact did not open → go to a different step
• Otherwise - Default path if no condition matches

This lets you create adaptive sequences that respond to how contacts engage.

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A/B Testing

A/B testing is available for email broadcasts.

Setting Up a Test

1. Toggle A/B Testing in the editor
2. Create up to 4 variants (A, B, C, D)
3. Each variant has its own subject line and body
4. Set the percentage of recipients for each variant (must total 100%)
5. Use Distribute Evenly to auto-balance percentages

Viewing Results

After sending, the analytics page shows per-variant metrics - open rate, click rate, delivery, and bounces. You can declare a winner based on the results.

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Scheduling and Sending

Send Immediately

Click Send Now to start delivering the campaign right away. Messages are sent in batches.

Schedule for Later

Click Schedule to pick a date and time. The campaign enters a Scheduled status and sends automatically at the specified time.

Active Hours

Optionally restrict sending to specific hours of the day in a chosen timezone - for example, only between 9 AM and 5 PM Eastern. Messages outside the window are queued until the next active period.

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Campaign Statuses

You can pause a sending campaign and resume it later. Pausing stops new deliveries but does not retract messages already sent.

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Analytics

After a campaign is sent (or while sending), the analytics view shows:

Key Metrics

• Sent - Total messages dispatched
• Delivered - Successfully reached the recipient
• Opened - Recipient opened the email
• Clicked - Recipient clicked a link
• Bounced - Delivery failed
• Unsubscribed - Recipient opted out
• Spam complaints - Recipient reported as spam

Toggle between percentage and count views.

Engagement Funnel

A waterfall chart shows drop-off at each stage: Sent → Delivered → Opened → Clicked.

Performance Over Time

A line chart shows opens and clicks over days, weeks, or months.

Per-Step Performance (Sequences)

For multi-step campaigns, a table shows metrics for each step - sent, delivered, opened, clicked, bounced, and drop-off rate between steps.

Recipient Details

Browse individual recipients by status (delivered, opened, clicked, bounced, etc.). Export recipient lists as CSV or bulk-tag recipients for follow-up.

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Templates

Managing Templates

The Templates sub-page lets you build and save reusable email designs:

• Create from a blank canvas or start from a pre-built template
• Organize templates into folders
• Categorize as Marketing, Newsletter, Announcement, Promotion, or Other
• Search and filter your template library

Using Templates

When creating a campaign, choose From Template to pre-fill the content. You can customize the template content before sending.

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Suppressions

Suppressed contacts are automatically excluded from campaign sends.

Suppression Reasons

Managing Suppressions

The Suppressions page under Campaigns lets you:

• View all suppressed addresses with reason, channel, and date
• Add suppressions manually
• Remove a suppression to re-enable a contact
• Import suppressions from CSV
• Export all suppressions as CSV

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Summary