Sending a campaign to a group

Campaigns are a one-off email or text to a group you choose, sent when you choose. They come with Max.

Customer groups are saved lists of who to send to. Build one from how often people have visited, how long since they last did, whether they are new, regular or lapsed, and their email address. Permission is checked when you send: someone who has not agreed, or has unsubscribed, is never sent a campaign, and the preview shows who is eligible right now.

Campaigns has a five-step flow. Pick Email or Text, pick the group, write the message, send yourself a test, then send it now or choose when it goes out. A scheduled campaign can be cancelled before it starts.

Emails come off the same monthly allowance as your automations. If you use it all, a campaign pauses until you resume it, and nothing is charged for going over.

Texts go only to guests who agreed to texts. You can send up to 250 text parts a month, and a long text counts as more than one part. If a campaign would not fit in what is left, nothing is sent and you are told how many would fit. Every text carries a link to opt out, and replying STOP opts a guest out.

Set the name your texts come from, and send yourself a test, under Settings, then Venue.