Sending your first message campaign

Sending a message campaign — a broadcast to your members — is a 4-step wizard.

The wizard

1. 01
   Open Message Centre → Message Campaigns

   From the portal sidebar.

2. 02
   Click + (create new)

   Routes to /createmessagecampaign. The 4-step wizard opens.

3. 03
   Step 1 — Campaign Details

   Fields: campaign name, campaign type, message subject. If you pick "Goal Alerts" as the type, the wizard routes you to /actionalerts instead — that’s a separate flow.

4. 04
   Step 2 — Select Lists

   Pick the customer segment(s) to send to.

5. 05
   Step 3 — Compose Message

   Write the message body in the editor.

6. 06
   Step 4 — Summary

   Review the campaign and the date/time. Send.

What we don’t document precisely at v1

• Available campaign type options on Step 1 beyond "Goal Alerts" — the audited code branches on the goal-alert type but doesn’t enumerate the full select options in a single place.
• Available customer segments on Step 2 — these are populated from the partner’s campaigns; what segments map to depends on your setup.
• Editor capabilities on Step 3 (rich text? plain? variable substitution?) — not exhaustively confirmed.
• Scheduled-send timezone behaviour — the wizard captures dateTime, but UTC vs local handling isn’t spelled out in the wizard’s render code we audited. Check the field carefully when scheduling.

After sending

Sent campaigns appear in /messagecampaigns. Click in for a sent-message summary view.

In one sentence

Message Centre → Message Campaigns → + → 4 steps (Details → Select Lists → Compose → Summary) → send.