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Campaigns

Marketing campaigns are managed from the "Marketing campaigns" screen. The working flow is: template and channel -> date and time -> audience -> preview -> save -> send and statistics.

What you can configure​

  • Campaign name
  • sending channel;
  • message template;
  • Start date and Start time;
  • Active Status;
  • campaign audience.

Supported channels and fields​

  • Email: Subject, Greeting, Message
  • SMS: Message, Transliterate
  • FCM / Push: Title, Message

For all three, you can add client variables such as :client_first_name and :client_last_name.

How to create a campaign​

  1. Open "Marketing campaigns".
  2. Choose "New marketing campaign".
  3. Enter the campaign name.
  4. Select a channel and fill in the required template fields.
  5. Set Start date and Start time.
  6. Turn Active Status on or off.
  7. Open "Set Audience" and define the recipient rules.
  8. Check the estimation box for expected recipients, price, and parts.
  9. Use "Preview" before creating or saving the campaign.

What the preview shows​

The preview shows:

  • the campaign name;
  • the template for the selected channel;
  • whether SMS transliteration is enabled;
  • the scheduled date and time;
  • whether the campaign is active;
  • the estimated recipients, price, and parts.

Actions from the list​

  • Edit
  • View audience
  • Send test
  • Statistics after the campaign has been sent
  • Delete

Important about price and sending​

  • Each message is charged according to the selected channel.
  • The amount is deducted from the business wallet.
  • If the balance is lower than the estimated price, the campaign can be sent partially.

Review status​

Campaigns go through review statuses:

  • In queue (waiting) -> the campaign has not yet moved to the next stage;
  • Waiting for review (in_review) -> the campaign is prepared for review;
  • Published (published) -> approved and ready to be sent;
  • Rejected (rejected) -> returned with a note;
  • Sent (sent) -> already sent.

When the status is rejected, the list also shows a note with the reason. Until the campaign is sent, you can go back and adjust its content, audience, or schedule.

After sending​

After sending, you can open "Statistics" and review:

  • total recipients;
  • delivered;
  • opened;
  • failed;
  • clicks;
  • price;
  • quantity;
  • period.