Channels & inbox

Campaigns

A campaign is a broadcast to many people on one channel, WhatsApp, email, or SMS. All three share the same five-step flow.

The five steps

1. 1
   Details

   Name the campaign.
2. 2
   Audience

   Pick individual contacts, everyone with a tag, or CRM leads by tag / source.
3. 3
   Content

   Choose a template (WhatsApp/SMS) or a template/subject and body (email).
4. 4
   Schedule

   Send now, schedule for a date and time, or save as a draft.
5. 5
   Review

   Confirm the audience and see a credit cost preview before sending.

How sending works

Sending runs in the background in batches, so a large list does not block you. The campaign detail page shows a live progress bar and per-recipient status, and lets you retry failed recipients, cancel, or send to one person. Credits are charged before each send and refunded automatically if a send fails. Drafts skip the credit check until you actually send them.

Per-channel notes