Customers & CRM
Campaigns, segments and automated messages
Send SMS, WhatsApp or email to the right group, and set messages that send themselves.
1 min read
Campaigns go to a segment you build rather than to everybody, which is both cheaper and less annoying for your customers.
- Build a segment — customers who have not been in for sixty days, everyone who bought a particular product, a whole customer group.
- Write the message, or start from a template with merge fields for the customer's name.
- Choose the channel: SMS, WhatsApp or email.
- Send now or schedule it.
- Read the send log afterwards — every message is recorded, so you can prove what went out and to whom.
Automations
Some messages should not depend on anyone remembering. Automations fire on a trigger — a birthday, a customer who has lapsed, an abandoned online cart — and send without being asked.
Tip — Sending works out of the box on the platform's own messaging accounts. If you would rather messages came from your own sender name or your own WhatsApp business number, connect those in Settings and the system will use them instead.
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