Campaign Management: Create and Send Multi-Channel Campaigns

The campaign management system lets marketing and admin users create multi-channel campaigns that reach customers and partners through email, push notifications, SMS, WhatsApp, and social media.

Marketing Dashboard

The dashboard is your starting point. It shows:

Below the stats, a chart shows the distribution of campaigns by status and channel.

Creating a Campaign

Step 1: General Information

Click New Campaign to open the creation form:

• Campaign Name — a descriptive title (e.g. "Summer AC Service Reminder")
• Description — internal notes about the campaign's purpose
• Channels — select one or more: Email, Push, SMS, WhatsApp, Social
• Status — starts as Draft

Step 2: Write Content

Each channel has its own content section:

• Email — subject line and HTML body
• Push — title and short message
• SMS — plain text (160 character recommendation)
• WhatsApp — template message
• Social — post text for connected social accounts

You can write content manually or use the AI Generate button to create three content variants based on your campaign name and description. Review the variants and select the one that fits best.

Step 3: Define Audience

Filter who receives the campaign:

• Role — customer, partner, or all
• City — target specific cities
• Active Status — only users active in the last 30 days
• Pincode — target specific service areas

The Preview Audience button shows a count of matching users before you send. This helps you verify the targeting is correct.

Step 4: Set Budget

• Total Budget — maximum spend for this campaign
• Channel Allocation — how the budget splits across channels
• Schedule — send immediately or schedule for a specific date and time

Step 5: Send

Click Send Campaign to start delivery. The system queues messages for each recipient on each enabled channel. Progress is tracked in real-time on the campaign detail page.

Campaign Lifecycle

You can Pause an active campaign to stop further sends, Resume to continue, or Clone a completed campaign to create a new one with the same settings.

Social Accounts

Before using the Social channel, connect your accounts:

1. Go to Social Accounts in the marketing sidebar
2. Click Connect Account
3. Select the platform — WhatsApp, Instagram, Facebook, X, or LinkedIn
4. Enter the account handle and access credentials
5. Click Test Connection to verify

Connected accounts appear in the Social Accounts list with a status badge. Disconnected or expired accounts show a warning.