Campaigns

A campaign is a message sent to a segment of your audience through one or more channels. Campaigns are one of the five automation type values in the unified automation model (alongside journey, ad_campaign, audience_ops, and orchestration) and live on the same surface at Engage → Automations.

What you can do

• Multi-channel delivery — send via WhatsApp, Email, SMS, RCS, Push, or In-App in a single campaign
• A/B testing — compare up to 5 message variants, auto-select the winner
• Send-time optimization — the platform learns when each contact is most likely to engage and times delivery to match
• Scheduling — send immediately, schedule for a specific date/time, or set up recurring sends
• Approval workflows — require manager sign-off before a campaign goes live
• Goal tracking — define a conversion event and measure campaign ROI

Campaign types

Triggered campaigns overlap with Journeys — use campaigns for single-step triggers, journeys for multi-step flows.

Per-outlet execution

For multi-outlet brands, campaigns can execute per-outlet with branched targeting. The chip-strip on /dashboard/{ws}/automations carries the scope as ?location= URL state:

• chip = “All outlets” → brand-tier campaign; every outlet receives a branched execution
• chip = specific outlet → outlet-tier override; queueing is scoped to that outlet

Location context propagates through the dispatcher, event-egress, and the canonical_orders view so outlet attribution survives end-to-end.

Two creation modes

The Simple / Advanced toggle that gates these two modes is the same workspace-mode persona switch that drives the in-app messages persona split — SMB persona defaults to Simple, Marketer persona defaults to Advanced, and the choice persists across pages.

Simple mode (goal-first)

Pick a business goal and Active Reach guides you through the rest:

1. Select a goal — Cart recovery, Product launch, Win-back, Birthday, Feedback request, or Reorder reminder
2. Pick a segment — the platform suggests segments based on your goal
3. Write or generate the message — use the built-in editor or let AI draft it

Best for: marketers who want to get a campaign out quickly without touching advanced settings.

Advanced mode (full control)

Build a campaign from scratch with full access to:

• Campaign name, description, tags
• Segment targeting (multiple segments, exclusions)
• Channel selection (multi-channel with priority order)
• Message content per channel (with template picker)
• A/B test variants
• Schedule and timezone logic
• Approval workflow
• Conversion goal and tracking window

Best for: growth teams running sophisticated multi-channel campaigns.

Campaign lifecycle

Draft → Scheduled → Sending → Sent → Completed
                              ↘ Paused (manual)

• Draft — editable, not yet scheduled
• Scheduled — locked, waiting for send time
• Sending — actively delivering to the segment
• Paused — manually paused mid-send (resume anytime)
• Completed — all messages delivered, analytics finalized

Analytics

Every campaign tracks:

• Delivery — sent, delivered, bounced, failed (per channel)
• Engagement — opened, clicked, replied (where applicable)
• Conversion — contacts who hit your goal event within the tracking window
• Revenue — attributed revenue from conversion events

View campaign analytics from Engage → Campaigns → [campaign name] or aggregate across campaigns in Measure → Analytics → Reports.

Guides