Campaigns
Launching Your First Campaign
Account setup, building creative and audience, and launching.
Step 1: Account Setup
A. Submit approved URLs
Client Setup → Sender Settings. All links must be approved before use.
B. Add credits
Balance tab → Request credits → Submit form.
C. Add users & permissions
Add team members and assign appropriate access levels.
Step 2: Build Your Creative & Audience
Create Your Message
Creative → Create New
- Write message copy
- Upload media (if MMS)
- Add links (approved only)
- Use merge fields
Submit for approval → receive email confirmation
Set Up Your Audience
Option 1: Upload List
Data → Lists · CSV or XLSX
Required: First Name, Last Name, Zip, Phone
Option 2: Build Filters
Data → Filters
Use OR to expand reach · Use AND sparingly
Step 3: Launch Campaign
- 1
Create campaign
Dashboard → Create New Campaign. Name campaign and select creative.
- 2
Select audience
Choose Premium, Standard, or Uploaded List.
- 3
Set duplicate protections
7-day creative-level · 1-day client-level
- 4
Run test send
Check formatting · Validate links · Confirm personalization
- 5
Deploy campaign
Set status to Deploy → Save → Click Deploy → Confirm
Once deployed, campaigns cannot be cancelled. Always run a test send before confirming deployment.
Still stuck?
Talk to your account team.