Create Campaign
A campaign is a channel-agnostic rule: define who, when, and the offer — channels deliver per each customer's opt-in.
Campaign details
Audience
Who should this campaign apply to?
New CustomersFirst-time members
All CustomersEveryone enrolled
Inactive CustomersLapsed / at-risk
Segment / TagCustom segment
Trigger
The event that fires this campaign.
First VisitOn signup / 1st check-in
Nth VisitPunch-card (e.g. 5th)
Visits in PeriodN visits within Y days
RetentionX days after last visit
BirthdayOn customer birthday
Specific DaysScheduled dates
KeywordInbound SMS keyword
Message & offer
Keyword campaigns reply to an inbound text and fire an action.
Pick one or more channels. Delivery still respects each customer's opt-in.
Text message (SMS)sending pending
Email
Pick a saved email template, or write a plain body below.
In-app / tablet
Offer / coupon
Review & activate
Confirm the details, then save as draft or activate.
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