Campaigns are your toolkit for creating meaningful, targeted messages that reach the right people at right time. Whether you're welcoming new customers, promoting features or nurturing relationships, campaigns enable you to communicate at scale while keeping the personal touch.Benefits of CampaignsIncreased efficiency and productivity - Automate your marketing messages so you can focus on customer relationships instead of manual sendingEnhanced targeting and personalization - Send the right message to the right customer groups, making every communication relevantBetter budget and resource allocation - Track what's working in real-time so you can double down on successful campaignsGetting Started With CampaignCreate CampaignIt covers three types of campaigns:Message campaign - Create an automated omnichannel messaging campaign that delivers targeted content through chat customer behavior and triggers.  Click here.Email Campaign - Design beautiful, personalized emails with responsive templates that look great everywhere. Click hereSMS Campaign - Send quick, targeted text messages that customers can read instantly. Click here.Edit Campaign​Fine-tune your campaigns with these customization options:Configuration:Campaign Name - Give it a clear, memorable titleTeam Members - Choose who manages this campaignMessage Timing - Decide when customers see your messagesUser Audience and context:Contact Filters - Target exactly the right customers based on their profile, behavior, or preferencesCampaign Text - Craft messages that connect and convertPush SegmentCreate customer group segments on behavior, preferences and characteristics for highly targeted and personalized campaigns. Navigate to Campaign > Pushsegment  > Create​​Add New Segments:Segment Name: Descriptive identifier that clearly indicates the targeting criteria for easy campaign management.Actions - Define behavioral triggers that determine which customers automatically qualify for the push segment.Properties - Set criteria that filter customers into this targeted segment for personalized push campaigns.Edit Existing SegmentsRefine your targeting by updating segment names, actions, and properties as your understanding of customers grows.Campaign Dashboard​Search: Quickly find any campaign by typing its name instantlyCampaign Type Sorting: Filter campaigns by Message, Email or SMS types easilyDelete Campaigns: Remove unused campaigns by clicking on the delete icon Active/Inactive Toggle: Turn campaigns on or off to control messaging instantly.Campaign Creation Details: See who created campaigns and when they started.Note: Don’t know how to set up the push segment. Click Here.

Message campaigns are the perfect process for building relationships right where customers are already chatting. Send personalized messages through your chat messenger to welcome new visitors and re-engage quiet customers. Let's walk through creating campaigns that connect with people.Perfect Times to Use Message Campaigns:Welcome new visitors - Greet people exploring your website with friendly introductions and helpful resourcesWin back quiet customers - Reach out to people who haven't been around lately with special offers and reasons to returnGuide new users - Send helpful tips and training messages to help customers get the most from your serviceBoost seasonal sales - Time promotional messages perfectly to catch customers during peak shopping periodsCreating a Message Campaign​Step 1: Navigate to Campaign > All Campaigns Step 2:  Click on Create Campaign > select Message Campaign from the dropdown menu to get started.Note: Want to know about other types of campaigns? Click hereStep 3:Time to set up your message campaign basics by filling out these details on the Configuration page: Hit Next when you have configured your campaign.​​Name - Give your campaign a clear, memorable titleTeam Member - Choose who'll manage this campaignWhen to Show Message - Pick the perfect timing for your campaign to go live​Always - Send messages regardless of business hours, for maximum reachWorking Hours Only - Deliver messages only during your defined business hours for professionalismAfter Hours Only - Send messages exclusively outside business hours when they might have more time to engage​Step 4:The audience selection step is crucial for campaign success, as it helps to set up who will receive your messages based on specific criteria​​Choose whether users must meet All or Any one of the conditions for inclusion in your campaign. Click Next once you've defined your perfect audience. selection criteriaFilter Options:Current Page URL - Target users are currently viewing a specific page of your websiteNumber of Page Views - Reach visitors based on engagement by setting a minimum or maximum page views.Time on Current Page - Users who have spent a specific amount of time on a page.Number of Visits - Segment by visitors who frequently return.State - Reach users from specific states for location-relevant campaigns.City - Focus on users from particular cities for area-specific promotions.Device Type - Messages for mobile or desktop usersFirst Seen - New visitors or returning customersAdvanced conditionsUse conditions to create sophisticated targeting rules to make sure that your message reaches exactly the right audience.For example, in the number of page views, the filtering operation will be as belowAnd the condition for the defined operation will be as below​​Note: These targeting rules will be different for each targeting condition. Step 5: Time to craft your message! This is where your campaign comes to life. Your message campaign editor provides three versatile content blocks that can be combined to create an engaging campaign. ​​Important: You can use any two of these three block types in a single campaign:1. Text Message BlockSelect the text option to craft comprehensive messages using the built-in text-based editor​Specify your text-based content that you want ot send it to your targeted customers and encourage a response.2. Image Message Block Select the image option to add visual appeal and communicate to enhance your message impact.​Image Specifications:Supported formats: JPG, JPEG, PNGMaximum file size: 1MBOptimal resolution: 1080 x 1080 pixelsUpload from local drive or insert image links3. Video Message Block Choose the video option to include dynamic visual content that captures attention effectively. Note: You can either upload a video file from your computer or paste a link of an online video.Video Specifications:Supported formats: MP3, MP4, WMV, MKVMaximum file size: 20MBUpload from local drive or insert video linksUse the Preview option to see exactly how the message campaign will appear to your customer to ensure that it creates the intent across multiple devicesHit Create and your message campaign is ready to start engaging customers.Ready to expand your campaign toolkit?Create email campaigns - Design beautiful emails that boost relationshipsBuild SMS campaigns - Send quick, targeted text messages customers love​

Email campaigns are your best for building lasting customer relationships! Create beautiful, targeted emails that land in the right inboxes at the right time. Customizable templates and smart automation help in nurturing leads and keeping customers engaged without the manual work.Why Email Campaigns Work So Well?Build relationships on autopilot - Send personalized emails based on customer behavior so every message feels relevant and timelyTarget with precision - Group customers based on criteria to send exactly the right message to each audiencePerfect timing, every time - Schedule campaigns in advance or trigger emails when customers take specific actionsCreate an Email Campaign Step 1: Get to Your Campaign HubNavigate to Campaign from your main dashboardClick on All Campaigns to see your existing campaigns​Step 2: Choose Your Campaign TypeClick Create Campaign to start freshSelect Email Campaign from the dropdown menuStep 3: Campaign ConfigurationSet Up Your Email Campaign Basics to configure the essentials. Click Next when you're ready to move forwardThe fields required to be filled are:Name - Clear, descriptive title for easy trackingTeam Member - Who can manage this campaign?​When selecting a schedule later, you can set the time zone along with the date and time for sending it at the perfect time and when you select now, the campaign will be published immediately​​Time Zone Settings - Select the time zone to ensure the email arrives at the right time for better engagementDate and Time Selection - Specify the exact delivery timing of your email for maximum impact.Step 4: Campaign AudienceSelect exactly who should receive your email. Target the right customer groups to ensure your message resonates with the most valuable customersOnce done, click on next.Step 5: Design Your EmailHere's where your campaign comes! Use our email editor to create something beautiful:​​Email Subject - compelling subject lines (add personalization for extra impact!)Essential Content Elements:This essential provides the structural foundation and interactive elements for organizing your email campaigns. It allows you to create layouts and make them engaging and encourages customer interaction. Let's explore all the building options available under the content sectionColumns Create multi-column layouts for content presentation and a well-organized information display. It automatically adjusts based on the structure to maintain professionalism.Buttonclickable call-to-action (CTA) buttons with text, colors and linking destinations. Button styling helps to encourage customer engagement and drives specific business actions such as purchases or sign-ups.Divider Horizontal lines or spacers to separate content sections and improve readability, as it help to organize information chronologically while creating space  among multiple sections.Heading ​​A section title with customizable typography and a styling option to establish content hierarchy while drawing attention to important to key messages.​Text​Formatted body content with advanced text editing, styling formatting capabilities to allow for professional content presentation and customization.Image Photos, logos with sizing, alignment and linking options for visual impact to enhance message appeal while supporting demonstrations or even brand recognition efforts.Social ​Social media icons and links to extend engagement beyond email to encourage content sharing while connecting email campaigns to broader digital marketing.HTMLInclude custom code blocks for advanced functionality or specialized design elements. HTML blocks enable advanced customization while supporting integrations and campaign tracking.Block Elements Block components provide pre-designed layout templates that you can customize and populate with your content. These templates eliminate the guesswork of campaign structure while providing a professional appearance for different campaign types.Block layouts Available: The block section offers various pre-built email structures,Single-column layoutsTwo-column designsThree-column arrangements  Mixed-layout templates. Body Customization Body settings control the overall appearance and global styling of your entire email campaign. The comprehensive controls ensure brand consistency while maintaining clear readability and professional presentation.​Available campaign Body Controls tools:Text Color Default text color to follow a consistent look throughout your email campaign while maintaining brand consistency across all elements.Background Color Background colors that complement your brand and improve engagement while enhancing visual appeal.Content Width Proper width settings of content help to maintain a professional appearance while ensuring compatibility with various email formats.Content AlignmentAlign your content for a professional presentation as it creates visual balance while improving content flow and reader engagement.Drag-and-Drop FunctionalityThe email builder uses simple drag-and-drop mechanics where you select elements from the left panel and position them in your email canvas.This approach lets you see exactly how your email will appear while building it, making design intuitive and immediate engagementHow to Activate/Inactivate an Email Campaign ​Navigate to the campaign from the main dashboard menuEnable or disable the toggle for the campaign list dashboard to activate or deactivate a campaignNote: this activation and inactivation process is the same for all three types of campaigns. To delete a campaign, click on the delete icon beside the campaign

SMS campaigns are perfect for reaching customers instantly. It gets opened within minutes, making them ideal for time-sensitive offers or quick updates. You can also schedule a campaign in advance with messaging rules. Let's create an SMS campaign that gets results!Step 1: Navigate to Campaign > All Campaigns from your main dashboard menuStep 2:Click on Create Campaign and choose SMS Campaign from the drop-down​Step 3:The new page opens as a Create SMS campaign, where you need to fill in all the details. Click on Create once you have set up, and your SMS campaign is ready to connect with customers ​​The fields required to be filled are:Name - Give your campaign a clear title Description - Add notes about your campaign Select Customers Select the customer groups that should receive the SMS Campaign. Different Customer Selection Methods available: By Segment - Customers will be added based on audience push segments that group users by specific behavioral criteria.By Tag - Target customers who are assigned to specific tags for organized campaign delivery.Upload CSV - Import a custom list of recipients by uploading a CSV file containing contact information for targeted SMSMessage CreationThe Messages section is where you craft the actual content that customers will receive. Create compelling SMS that encourages engagement while staying within character limits.​​SMS Number - Verified sender number (the number customers will see the text from)Message - Specify your text message concisely and clearly. (Watch the character count it will be only 320 characters)Campaign SchedulingThe scheduling section gives you control over when and how your SMS campaign reaches customers.Delivery Timing - Select when to send your campaign with two main options: Send Now - Launch your campaign immediately once published to your target audience​Schedule Later - Plan your campaign for optimal timing based on customer work patternsTime Zone Configuration: Select the appropriate time zone so that messages arrive at the customer's local time. ​​Date: Specific calendar date when your SMS campaign should be delivered to customersWhat's next?Ready with SMS campaign. Want to explore more campaign options?How to Create a Message Campaign - Create an automated chat campaign that nurtures relationshipsHow to Create an Email Campaign - Craft an email campaign that drives engagement

Push segments are your smart way to automatically group customers based on criteria! Instead of manually sorting contacts and dynamic segments, update them based on interactions with your business. It is perfect for sending the right message to the right people at exactly the right time.Key Benefits for Push Segment:Automates contact segmentation based on real-time behavior and attributes, reducing manual effort and ensuring up-to-date audience targeting.Enhances campaign effectiveness by enabling precise, personalized messaging to dynamically update customer segments.Saves time and resources by eliminating the need for manual list updates while maintaining accurate audience categorization.Create a Push Segment Step 1:Head to Campaign from the main dashboard menu, find the Push Segment section, and click Add.Step 2:A Create Push Segment window will pop up. Here's what you'll set upSegment Name - Clear name that describes who belongs hereActions - Choose what customer behavior triggers addition to this segment (visited a specific page, downloaded something, etc.)Properties - Set up your rules using AND/OR conditions for customer qualification for the segment.Hit Create and your smart segment is live!Important: These are dynamic segments, so once your segment is created, it works automatically! As potential customers perform any actions, they'll be added to segments without any manual process so that they can be part of the campaignUpdate an Existing Push SegmentStep 1:Find the push segment you want to change and click on it from your list.​Step 2:A segment updating page will open. Edit the push segment as per the requirement ​​Click Update when you're finished and the segment will start using the new rules.What's Next?Now that you are ready with customer segments. Let's work with targeted campaigns that convert.Create targeted email campaigns - Send targeted email to each segmentSet up SMS campaigns - Reach customers where they are with personalized quick texts​