Browse this guide
Know what is available before you start
Campaigns use application data and backend endpoints; several adjacent marketing experiences are still interface previews.
Social Suite, Lead Forms, and Surveys are preview-only
Those areas currently use sample records or local interface state. Connections, scheduled posts, analytics, edits, and submissions in those previews should not be treated as saved or delivered work.
Campaign workflow
Email campaigns
Compose rich email content with subject, preview, sender, and reply-to details.
Campaign workflow
SMS campaigns
Write concise plain-text content for contacts with a valid SMS destination.
Campaign workflow
WhatsApp campaigns
Prepare plain-text campaign content for contacts with a valid WhatsApp destination.
Find and manage a campaign
The campaign list is the reliable starting point for previously saved campaign records.
- Search saved campaigns by the available campaign details.
- Use channel and status to distinguish similar records.
- Open a campaign to continue editing its setup and content.
- Open Results for the delivery metrics returned for that campaign.
- Delete only after confirming the exact campaign and its history.
- Treat preview-only marketing cards separately from this saved campaign list.
Create a campaign
Start with the channel and audience because both determine what content can be sent.
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Start from Campaigns
Open Marketing, switch to Campaigns, and choose the new-campaign action.MarketingCampaignsNew campaign - 2
Name the campaign and choose a channel
Select Email, SMS, or WhatsApp. Use a name your team will recognize in the campaign list and results. - 3
Choose the audience
Add the intended recipients and verify they have a valid destination for the selected channel. - 4
Add content and save
Complete the channel-specific content, then save before previewing, scheduling, or sending.
Compose content for the selected channel
The editor changes by channel, so review the metadata and message together.
Email content
Use the rich-text editor and complete subject, preheader, sender name, and reply-to details where available.
SMS content
Write the message as plain text and review its length and clarity before saving.
WhatsApp content
Write the campaign message as plain text and confirm the audience has WhatsApp destinations.
Campaign preview
Use the available preview to review content, then return to the editor to correct the saved campaign.
Review the audience before delivery
A campaign can only reach recipients whose contact data matches its selected channel.
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Inspect the selected recipients
Confirm that the intended contacts—not only the expected count—appear in the campaign audience. - 2
Check destination availability
Email requires a usable email address; SMS and WhatsApp require an appropriate phone destination. - 3
Remove unintended recipients
Use the campaign editor's audience controls to remove people who should not receive this message. - 4
Save the revised audience
Return to the campaign summary and verify the audience before proceeding.
Send now or schedule carefully
Delivery actions are available only when the campaign setup is ready enough for the current interface.
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Run the final content check
Preview the message, confirm its channel metadata, and review the saved audience. - 2
Resolve readiness blockers
If Send or Schedule is unavailable, return to the missing campaign setup instead of bypassing it. - 3
Choose send or schedule
Use Send for the current action or Schedule to store the timing offered by the campaign interface. - 4
Verify the resulting campaign state
Return to the campaign list and Results. Do not rely on the button interaction alone as proof of provider delivery.
The frontend does not prove provider delivery
Send and Schedule submit the campaign through the campaign update workflow visible in this frontend. Actual dispatch depends on backend and provider configuration that this interface cannot independently verify. Use the saved status and returned results as the available evidence.
Send email campaigns from your own domain
By default, email campaigns come from our shared address. Verify your business domain so recipients see an address like news@yourbusiness.com.
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Add your domain
Open Sending domains in settings and add a domain your business owns, such as yourbusiness.co.zw. Enter just the domain, without https:// or www.SettingsSending domainsAdd domain - 2
Add the DNS records
Copy each DNS record shown (type, host and value) into your domain provider's DNS settings, where you bought the domain. - 3
Check the domain
Select Check DNS. DNS changes can take up to 48 hours to spread, so check again later if records are not found yet. The domain is ready when it shows Verified. - 4
Choose it on a campaign
In an email campaign, open From, pick your verified domain and type the part before the @, such as news or hello.MarketingCampaignFrom
Admins manage domains
Adding, checking and removing domains needs the manage sending domains permission. If a domain stops being verified or is removed, campaigns using it must switch to another sender before they can be sent.
Read campaign results
Results reflect the metrics returned for the selected campaign and channel.
- Use Sent as the recorded outgoing campaign volume.
- Compare Delivered and Failed before judging reach.
- Use Opened or Read only when that metric is returned for the channel.
- Use Clicked only when click data is available for the campaign.
- Investigate the underlying audience and provider setup when results are incomplete.
- Do not combine preview-only analytics with saved campaign results.
Treat preview-only features as demonstrations
These screens can help communicate a future workflow, but they do not yet provide durable marketing operations.
Preview data
Social Suite
Account connections are simulated, and scheduled post changes are held only in local interface state.
Preview data
Lead Forms
The displayed forms and analytics are sample content; edit and submission actions are not connected.
Preview data
Surveys
The displayed surveys and analytics are sample content; edit and submission actions are not connected.
Preview changes can disappear on refresh
Do not use these three areas as a system of record, promise that a social account was connected, or share their sample analytics as business results.
Check access and consent before acting
Campaign actions are permission-controlled and still depend on accurate customer contact data and appropriate communication practices.
- View, create, update, and delete actions can be restricted by marketing permissions.
- Verify recipients and their channel details before submitting a campaign.
- Use only audiences your organization is authorized to contact.
- Confirm the campaign status and results after any send or schedule action.