Campaigns

Launch governed outreach and turn delivery exceptions and replies into owned work.

Expected outcome: Only eligible recipients receive approved content, and every exception or response has a clear follow-up path.

1. A campaign is an operating decision, not a send button
Audience, permission, sender, content, timing, delivery, and response handling must work as one system.

2. Choose WhatsApp or email for the customer moment
Use channel consent, content type, urgency, provider rules, sender identity, and expected response to decide.
Review point: Do not choose a channel only because it has higher reach

3. Build a governed audience snapshot
Check list logic, identity, consent, eligibility, suppressions, duplicates, and exclusions before content review.
Review point: Selected does not always mean eligible

4. Write for one outcome and validate every variable
Verify sender, subject or template, preview text, links, media, merge values, fallback values, claims, and reply path.
Review point: A missing variable can change meaning, not just appearance

5. Send to representative internal recipients
Test every important segment and device. Confirm actual rendering, link destination, sender identity, and reply routing.
Review point: A preview is not a provider delivery test

6. Review the final audience and timing at commitment
Audience changes, suppressions, time zone, rate limits, and provider availability can change between draft and launch.
Review point: Approval applies to this content, audience, sender, and time

7. Separate submission, delivery, engagement, and failure
Read channel-specific denominators and states. Investigate systemic failure before retrying any audience.
Review point: Never resend the whole audience to fix a partial exception

8. Move replies and exceptions into owned customer work
Assign responders, record next actions, honor unsubscribe requests, and capture learning for the next campaign.

This silent visual walkthrough was screen-recorded from the sanitized Acme Retail demo workspace. Follow the linked written guide for exact prerequisites, role boundaries, edge cases, and recovery.