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25 practical guides

Campaigns & broadcasts

Select a suitable audience, personalise a message, review delivery and understand the final send decision.

A useful starting point

Move through audience, message and review with one coherent business purpose. Confirm the recipient sample and schedule before authorising a real send.

01

Start a campaign with one clear objective

Give the audience, message and measurement a consistent business purpose.

02

Choose a saved audience for a campaign

Use the contact group that actually matches the message purpose.

03

Understand zero eligible recipients

Investigate exclusions rather than treating a matching audience as automatically sendable.

04

Refresh a campaign audience before review

Use current contact and permission information at the point of preparation.

05

Select an approved campaign template

Choose a currently usable message that matches the campaign's purpose.

06

Map a template variable to a contact field

Use customer information deliberately and provide a safe fallback.

07

Use the same variable text for everyone

Provide a shared value when the message needs one campaign-wide detail.

08

Fix an incomplete campaign variable

Resolve missing values and fallbacks before moving to review.

09

Preview recipients with different data quality

Test personalisation against ordinary and incomplete records.

10

Add a compatible campaign image

Attach media only through a template whose approved format supports it.

11

Prepare a service-related campaign context

Explain the genuine customer request or transaction behind the planned update.

12

Review the full campaign before saving

Check the combined audience, message and timing rather than each field in isolation.

13

Distinguish saving from sending a campaign

Understand which action preserves a draft and which authorises outreach.

14

Schedule a campaign in the correct time zone

Translate the intended customer time into the displayed scheduling context.

15

Review a scheduled campaign before its send time

Check that the assumptions remain valid while the draft waits.

16

Plan a small broadcast pilot

Use a bounded audience to expose content and workflow issues early.

17

Prepare a large audience responsibly

Make scale a sequence of reviewed operational decisions.

18

Monitor a campaign after launch

Follow the individual and aggregate outcomes while keeping customer replies in view.

19

Investigate a partially delivered campaign

Explain mixed outcomes at recipient level rather than calling the whole campaign broken.

20

Retry suitable campaign failures

Use the supported retry path only after understanding the reason and current context.

21

Handle a campaign creation error

Keep the draft context and fix the specific validation or server issue.

22

Create a campaign from the mobile app

Complete the audience, message and review steps on a smaller screen.

23

Coordinate campaign approval within a team

Make the business decision to send explicit even when several people prepare the draft.

24

Measure campaign replies separately from delivery

Connect message outcomes to actual customer engagement without conflating the metrics.

25

Archive campaign learnings for the next run

Preserve useful operational lessons without copying private customer content.

Relevant public sources

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