Marketing Campaigns

Build automated marketing sequences that send the right message at the right time.

What Are Campaigns?

Campaigns are multi-step communication sequences that automatically send emails or SMS messages to your contacts. Unlike single automations, campaigns let you create a series of messages with customised timing between each step.

Example: A "New Customer Welcome" campaign might include:

1. Immediately - Welcome email with company introduction
2. 3 days later - Tips on getting the most from your service
3. 7 days later - Request a review with portal link

Campaign Types

Type	When to Use	Example
Automated	Trigger-based sequences that start when an event happens	New contact welcome, post-job follow-up
One-Off	Manual sends to a selected audience	Seasonal promotions, service reminders

Automated Campaigns

Automated campaigns start when a specific event occurs:

• Contact Created
• Job Completed
• Quote Sent
• Quote Expired
• Invoice Paid
• Subscription Started
• Subscription Cancelled

One-Off Campaigns

One-off campaigns are sent manually to contacts you select. Use these for:

• Seasonal promotions
• Service reminders
• Re-engagement of inactive customers

Campaign Statuses

Status	Description
Draft	Being configured, not yet active
Active	Running and sending messages
Paused	Temporarily stopped, can be resumed
Archived	Permanently stopped, kept for historical data

Click to enlarge

Track all your marketing campaigns with performance metrics and easy campaign management

Quick Start

1. Go to Marketing > Campaigns
2. Click New Campaign
3. Choose campaign type (Automated or One-Off)
4. Add campaign steps (emails and/or SMS)
5. Test your messages with the Send Test button
6. Click Activate when ready

Start with a Test

Always send test messages before activating a campaign. This lets you preview exactly what your customers will see.

In This Section

• Creating Campaigns - Set up new campaigns
• Campaign Steps - Configure email and SMS steps
• Sending Campaigns - Send one-off campaigns to contacts
• Testing Campaigns - Preview before sending
• Tokens Reference - Personalise with customer data

Campaign Statistics

Once a campaign is active, you can track its performance:

• Total Sends - Number of messages sent
• Delivered - Successfully delivered messages
• Opened - Emails opened (email only)
• Clicked - Links clicked (email only)

Statistics help you understand what's working and optimise your messaging over time.