How do I create SMS, email, and WhatsApp campaigns?

Last updated: November 5, 2026

Create a campaign from an existing draft, template, or new campaign flow when you want to send SMS, email, or WhatsApp outreach to a selected audience.

Before you start

  • Know which channel you want to use: SMS, email, or WhatsApp.

  • Prepare your audience, message content, sender, and schedule.

  • Confirm your selected channel is connected and approved for sending.

Steps

  1. Open Campaigns.

  2. Select Create campaign.

  3. Choose the campaign channel or campaign type.

  4. Complete Basic info, including the campaign name and required setup fields.

  5. Build the campaign Audience.

  6. Write the campaign Message.

  7. Configure Schedule and settings.

  8. Add automations if needed.

  9. Preview and review the campaign.

  10. Send or schedule the campaign.

Tips

  • Use a focused audience instead of sending to broad lists by default.

  • Preview the message before sending.

  • Check the excluded audience before launch.

  • Use templates when you need consistent campaign structure.

Troubleshooting

  • If a campaign cannot send, review required fields in each campaign section.

  • If a channel option is unavailable, confirm the channel is connected and eligible for campaigns.

  • If audience size looks wrong, review inclusions, exclusions, and safety settings.