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Campaigns are used for outbound messages to selected customers. Create Campaign button

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Open The Campaign Form

  1. Open Connect360.
  2. Go to Campaigns.
  3. Click Create Campaign.
Campaign form top

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Fill Campaign Details

Add a clear campaign name and description. Choose the channel that should send the message. Use campaign tags when the campaign belongs to a season, audience, or offer group.

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Choose What The Campaign Does

A campaign can send a template, start a workflow, or do both. Campaign form lower section Use a template for a single outbound message. Use a workflow when recipients should enter a multi-step automation.