Tutorials
Campaigns
Bulk text or email to a filtered audience, with optional schedule and sent/failed tracking.
Path: main nav → Campaigns
Who can use it
| Role | Access |
|---|---|
| Admin / Owner | View, edit, and delete every campaign. Send account-wide. |
| Manager / User | Create campaigns. Audience is only prospects they own or that belong to their offices. They only see campaigns they authored. |
| View Only | Campaigns hidden from the nav. The page shows a permission message if opened. |
Create a campaign
- Open Campaigns.
- Create a campaign. Choose channel: text or email.
- Build the audience with filters (source, office, owner, stage, license status, unsubscribed, created date, and similar).
- Check the audience count preview. If it looks small, you may be limited to owned/office prospects.
- Compose the message (HTML for email). Insert templates or a Virtual Meeting Room tag if needed.
- Optionally schedule a date and time.
- Save / send.
After send
Review sent vs failed recipients and open any prospect that needs a retry. Status chips include scheduled and completed counts.
Common questions
Why can’t I create a campaign? You need Admin, Owner, Manager, or User.
Why is my audience smaller than expected? Managers and users only include owned or office prospects. Also check unsubscribed and other filters.
Why don’t I see a teammate’s campaign? Managers and users only see campaigns they created. Ask an admin.
Why is Campaigns missing from the nav? View Only.
Text vs email? Set the channel when you build the campaign. You do not switch channels on an existing send.
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