Creating Campaigns

Start a new campaign

Go to Campaigns and click New campaign. Give it a name (only you see it - it helps you find the campaign later) and pick a channel:

• Email - rich HTML with your template branding
• SMS - up to 160 characters, plain text

The channel can’t be changed once recipients have been contacted, so pick it first.

Define the audience

By default the campaign goes to all clients who can be reached on the chosen channel and have not unsubscribed. Click Add condition to narrow it down - see Audience & Unsubscribes for how conditions work.

Use Preview recipients at any time to see how many clients currently match, and a few examples by name.

Compose the content

For email campaigns:

• Pick an email template (or leave the default) - this controls colors, logo, and footer. See Email Templates.
• Write a subject line.
• Build the body with blocks: Heading, Paragraph, Image, Button, and Divider. Use Add block, reorder with the arrows, and align each block left, center, or right. A campaign can have up to 30 blocks, including up to 6 images (JPG, PNG, or WebP, max 5 MB each).
• Paragraphs support inline formatting: **bold**, *italic*, and [link text](https://example.com).
• Toggle Show preview to see the rendered email with your template applied as you type.

For SMS campaigns:

• Write the message in plain text. An SMS campaign is always a single message: up to 160 characters with the standard alphabet, or 70 characters if you use characters outside it (the counter tells you which applies and warns about accented characters).
• The character counter already accounts for your variables being replaced with real values, so what fits in the editor fits on the phone.

Variables work on both channels - they are replaced per recipient at send time:

Send yourself a test (email)

For email campaigns, click Send test to receive the rendered email at your own address, with your real name and business filled in. Test sends are limited to 10 per hour.

Send, schedule, or save

• Save as draft - keep editing later. Drafts and scheduled campaigns are the only editable states.
• Send now - delivery starts within about a minute.
• Schedule - pick a date and time up to 30 days ahead, interpreted in your business timezone.

Either way, a confirmation dialog summarizes the send first: the estimated audience size, and - for SMS - exactly how many messages are covered by your monthly quota and how many would be billed via pay-as-you-go, with the estimated cost. Costly sends ask for an explicit acknowledgment.