Creating a Campaign
The dashboard wizard walks you through four steps:1
Recipients
Choose your input mode:
- CSV — Upload a file with a
user_idcolumn and optional variable columns - User picker — Select from the Users list
2
Select Template
Pick an approved template. The template determines the content and delivery channels.
3
Compose
Enter campaign name, set per-user variables, and add an optional analytics tag.
4
Review & Send
Review the summary. Choose Send Now or Schedule for a future date/time.
Scheduling
You can click “Send Now” on a scheduled campaign to override the schedule and send immediately.
Campaign Status Flow
Cancel and Delete
- Cancel — Cancels a scheduled or draft campaign. Cannot cancel once
sendinghas started. - Delete — Only draft campaigns can be deleted.