Campaigns

Give customers a reason to get in touch.

Share launches, offers, and updates through WhatsApp and email. Choose your audience, track the response, and follow up with interested customers.

CAMPAIGN IN ACTION

New collection.
New interest.

CAMPAIGN · RETAIL PARTNERS

“Our autumn collection is here. View the product list and wholesale prices for your next store order.”

View collection
CUSTOMER REPLY

“Can you quote for 40 units from the new range?”

Next stepAssign the reply. Prepare the quote.
Illustrative campaign and customer response.

The right audience

Reach the customers the message is for.

Start with your contact lists. Refine the audience and check who’s already received a promotion.

Choose your audience.

Start with manual or smart contact lists. Use filters to narrow the group.

Check who can receive it.

Review exclusions, duplicates, invalid contact details, and unsubscribes before sending.

Avoid messaging too often.

Check recent and scheduled promotions on the same channel. Flagged contacts stay out unless your team reviews and includes them.

WhatsApp and email

The right message for the channel.

Use an approved WhatsApp template or design an email. Personalise the details and preview the message before sending.

Make the email your own.

Add your branding, personalise the message, and save the design for your next campaign.

Include images, tables, links, attachments, and customer fields.

Colour
Preview

Illustrative email preview. Try the controls to see the design change.

WhatsApp and email are available today. More campaign channels are in development.

Before you send

Check the details. Choose the time.

Preview the message, review the audience, and decide when it should arrive.

Check before you send.

Review the sender, links, images, and personalised details. For email, send yourself a test to see what customers will receive.

Send now. Schedule for later.

Choose a date, time, and timezone. Adjust or cancel a scheduled campaign when plans change.

Get a second look with AI.

When enabled, AI reviews your WhatsApp template for unclear wording and missing or mismatched variables. Review its feedback before sending.

Campaign results

See how your campaign did.

Track delivery, see who responds, and find the follow-ups that need attention.

Campaign results
Campaign results · Wholesale demo · View full-size

Check delivery.

See what was delivered and what failed. Review available reads, opens, and clicks.

See who responded.

Find the customers who replied and see which conversations still need attention.

Follow the customer’s progress.

For opportunity and accepted-quote goals, see whether recipients later progressed to a deal or accepted a quote.

Available metrics vary by channel. Later customer activity does not necessarily result from the campaign.

Customer follow-up

Turn replies into next steps.

See who’s waiting for an answer, assign the follow-up, and pick up the conversation with the customer’s deal in view.

Campaign follow-up
Campaign follow-up · Wholesale demo · View full-size

See who needs a reply.

See which replies need attention, are being handled, or are complete. Open the conversation with the customer’s context.

Assign the follow-up.

Give a teammate the task and a due time. Keep it connected to the customer, conversation, and campaign.

Keep the deal moving.

Open the linked deal and quote to pick up the conversation with the offer in view.

Campaign learning

Make the next campaign better.

Set a goal. See how the campaign performed. Choose what to change next.

Choose your goal and when you’ll review the results.

EXAMPLE REVIEW FOCUS

Look at replies

Review the customers who replied and who still needs a response.

Give it time.

Choose when to review the campaign. Compare its results with recent campaigns where data is available.

See what needs attention.

Spot delivery gaps, unanswered replies, and overdue follow-ups.

Try something different.

Create a variation with a different message, audience, or send time. Compare results against the same goal.

Comparisons show useful trends when enough data is available. They aren’t controlled A/B tests.

FAQ

A few useful answers.

Try Campaigns

Your next campaign.
Start it here.

Choose your audience, send your message, and follow up when customers respond.

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WhatsApp and email provider fees are separate.