Steps
- Open Campaigns. In the back office sidebar, click CRM, then Campaigns.
- Create a campaign. Click Create Campaign and enter a Campaign Name you'll recognise later.
- Choose email or SMS. Set Campaign Type to Email or Sms.
- Pick the audience. Choose leads, customers or both. To target by buying activity, use Transaction activity: Has transactions or Has no transactions, In days.
- Write the message. For email, enter the Subject and Email Body. For SMS, enter the Sms Body and keep it short.
- Save a draft or send now. Click Draft to save it for later, or Send Notification to send it straight away. The list shows whether it has been Sent and the Sent On date.
Before your first campaign
Email campaigns use your business email settings and SMS campaigns use your SMS settings, so configure those in Business Settings first. Only contacts with an email address or mobile number can receive each type.
Only message people who have agreed to hear from you, and include a way to opt out.
Good to know
Users with access own campaigns see only campaigns they created. CRM is part of the Pro plan. The CRM item shows in the back office sidebar when your subscription includes it and your role has the CRM permissions.
Frequently asked questions
How do I send a win-back message to lapsed customers?
Create a campaign, choose customers, and set Transaction activity to Has no transactions in, say, 30 or 60 days. Write a short offer in the email or SMS body and send it.
Can I schedule a campaign for later?
There is no send-later timer. Click Draft to save the campaign, then open it on the day and send it. Or click Send Notification when you create it to send it straight away.
Why didn't some customers receive the SMS?
Only contacts with a mobile number can get SMS, and your SMS settings must be configured. Check the customer records and the SMS settings in Business Settings.