Audiences and Campaigns
Select the right contacts, choose a workflow, and send or schedule a campaign.
Prepare Your Contacts
Select the correct brand in the dashboard. Import or sync contacts, attach the attributes you need for targeting, and record consent accurately. Campaign eligibility requires an active, opted-in contact; importing a list does not grant consent.
Build a Segment
Open Segments and create a segment for your audience. The rule builder supports standard contact fields, tags, and custom fields. Combine conditions with AND when all must match, or OR when any may match.
For example, use a tag to group customers in a program and a custom field to record their plan. Inspect the resulting membership before using the segment in a campaign. Data changes can change which contacts meet your rules.
Configure the Campaign
Open Campaigns and create a campaign:
- Give it a name that identifies its purpose.
- Choose the target segments and any segments to exclude. The audience combines included segments and removes excluded contacts.
- Review the recipient estimate and preview. A segment's member count is not a guarantee of final send count because eligibility checks still apply.
- Select the workflow to run. Choose a version strategy: follow the current version or select a specific available version.
- Test the selected workflow using a phone you control and verify its content and variables.
- Choose Send Now or Schedule for Later. For a scheduled campaign, check the date and time shown before confirming.
Sending or scheduling is a real customer-facing action. Review the brand, audience, workflow version, and content before the final confirmation.
Monitor Outcomes
Review the campaign's status and messaging results after launch. An accepted campaign or workflow is not proof of delivery to every recipient. Use delivery webhooks when your own system needs message-level outcomes.
The public API reference covers contacts, individual messages, and workflow execution. Campaign and segment authoring in this guide use the dashboard; campaign and segment authoring endpoints are not part of this public API reference.