How To: Send a Campaign/Offer To Individuals & Groups

Send Messages To Individual Contacts

You can send messages to individual contacts through the customer details page/customer profile. 

  1. Click on the Customer Contacts tab
  2. Locate the customer by using the search bar or scrolling through your contact list
  3. Click on that customer’s name to open their customer details page/customer profile 
  4. Choose which message you would like to send from the “Send a Marketing Message” menu on the right
  5. Click “Send Now” to send selected message directly to selected contact

 

Send Messages To A Group Of Contacts

You can send messages to a select group of your choice through the Customer Contacts tab. This is ideal for a one-time message. 

  1. Click on the Customer Contacts tab
  2. Locate which contacts you’d like to send a message to
  3. Select the checkbox to the left of their name(s)
  4. Click the “Actions” drop-down menu at the top left of your contacts page
    and select “Send Campaign”
  5. Choose a campaign
  6. Click “Send Now” to send a campaign to your selected contact(s)
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