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How-to guideCampaigns

Send a campaign to a tag

Send one approved message to every customer with a tag, like VIP, and track who reads and replies.

5 minutesOwners and adminsUpdated

Before you start

Section titled “Before you start”

Choose the message

Section titled “Choose the message”
  1. Go to Campaigns and click Create campaign.
  2. In Campaign name, enter a name your team will recognise. Customers don’t see it.
  3. If you have more than one number, choose it in Send from.
  4. Under Pick a message, choose the template and click Continue.
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Choose who gets it

Section titled “Choose who gets it”

The Add recipients window opens.

  1. Keep Contacts by tag and click the tag, like VIP. Click a tag twice to leave out everyone with it instead.
  2. Optional: under Last conversation, keep only customers who wrote recently.
  3. Click Next.
  4. For each variable in the message, like {{1}}, choose what fills it, like Contact name. Add a fallback in If empty, use… for customers without one. Click Next.
  5. Check the messages and the Estimated cost, then click Add, and Done.

When the template is a marketing one, customers who asked to stop marketing messages are left out for you.

Send it

Section titled “Send it”
  1. Under When it goes, keep Send now, or choose Schedule it.
  2. Under Check and send, click Send to … people, then Send it.

Result

Section titled “Result”

The campaign page shows the messages going out, and the delivered, read and replied counts update live. Replies arrive in your inbox.

Section titled “Related”