Sending Your First Campaign

This guide walks through creating and launching a campaign from the unified Campaign screen — the same flow whether you're sending SMS, WhatsApp, Email, or a combination of the three.

1. Open the Campaign screen

From the dashboard sidebar, open Campaign (/user/campaign). This is the unified composer — unlike the single-message screen under Messaging, it's built for sending to a group at once, on one channel or several.

2. Pick your channel(s)

Select which channels this campaign should go out on: SMS, WhatsApp, Email, or any combination. Sending on multiple channels at once means the same campaign reaches a contact by WhatsApp and by SMS if both are available for them, without you building two separate campaigns.

Only channels with a connected, working gateway are selectable — if a channel isn't connected, go set it up first from Gateways.

3. Write your message

Compose the message content for the channel(s) you picked. A few things to know:

• If WhatsApp is selected, a live preview panel shows the message rendered as it will actually appear in a WhatsApp chat — including formatting and any media — so you can check it before sending.
• If you're sending on more than one channel, each channel typically has its own message field, since SMS, WhatsApp, and Email have different formatting and length expectations.
• You can pull in a saved template instead of writing from scratch — see Templates.

4. Choose a recipient group

Select the contact group this campaign should go out to. Campaigns send to groups rather than individually-picked contacts, so make sure the right people are in the group before you launch — see Importing Contacts from Excel if you still need to add recipients.

5. Send now or schedule it

At the bottom of the composer, choose when the campaign goes out:

• Send now — the default. The campaign starts sending as soon as you launch it.
• Schedule — pick a future date and time using the quick-preset scheduler. It defaults to "now," and you can either pick one of the quick presets or open the picker to set an exact date and time for the send to start.

6. Launch the campaign

Review the channel(s), message, and recipient group, then launch. The campaign moves into your send queue and starts processing immediately (or at the scheduled time).

7. Track delivery

Once a campaign is sending, open Reports to watch delivery status per channel — total, success, pending, and failed counts — instead of guessing whether it went through.

Next steps

• Unified Campaigns — the full feature reference for multi-channel campaigns, including scheduling and recipient targeting in more depth.
• Quick Start — if you haven't connected a channel or added contacts yet.
• Reports & Analytics — understanding delivery status and rates after you send.