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 to know

• Available campaign type options on Step 1 beyond "Goal Alerts" — available options can vary by account and campaign setup.
• 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 text or variable substitution) — check the composer controls shown on your account.
• Scheduled-send timezone behaviour — check the scheduled time carefully before confirming a send.

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.