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Communication & Campaigns

The Campaign view enables bulk communications with contacts in your dataset.

Key Features

Template System

  • Dynamic content with mail merge
  • Column value integration
  • Personalization tokens

Audience Management

  • Dataset-based targeting
  • Filter criteria
  • Segment definition

Creating Campaigns

  1. Message Creation

    • Select/create template
    • Insert dynamic content
    • Configure personalization
  2. Define Audience

    • Set filter criteria
    • Verify contacts
    • Review segments
  3. Configure Settings

    • Schedule delivery
    • Set parameters
    • Enable tracking

Mail Merge

Use @Column_Name syntax to insert:

  • Column values
  • System variables
  • Calculated fields