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How to send a campaign to a customer segment.

A campaign sends one message to a group of customers, such as everyone who has not visited in a month. You pick the channel and the segment, then send now or schedule it.

Who it is for
Owners and managers
Plan
Advance and Team

Create and send a campaign

  1. Open Marketing > Campaigns (for gyms, Members > Campaigns) and tap New campaign.
  2. Type a Campaign name so you can find it later.
  3. Pick the Channel, for example WhatsApp (Meta) or Email (Resend).
  4. Pick the Segment to send to.
  5. Optionally pick a coupon under Attach coupon (optional). Each recipient gets it in their wallet after a successful send.
  6. Write the Body. Merge tags such as {{customer.name}} and {{tenant.name}} fill in each customer and your business name. For email, also fill in Subject.
  7. Check the Preview, then tap Send now, or set Schedule (optional) and tap Schedule. Save draft keeps it for later.

Who receives a WhatsApp campaign

WhatsApp campaigns only go to customers in the segment who agreed to receive offers, and children managed under a family account are never included. Campaign messages count toward your 500 automated messages a month; appointment reminders are separate and unlimited.

Check the results

The Campaigns list shows each campaign with its Status, Recipients, Sent, Open and Click numbers. Open a campaign to see each recipient and any Error.

What your customers see

  • Your message on WhatsApp from your business number, or by email, with their name filled in.
  • If you attached a coupon, it appears in their coupon wallet in the member app.

Common problems

The segment list is empty.
Create a segment first under Marketing > Segments, then come back to the campaign.
Many recipients show as unsubscribed.
Those customers have not agreed to receive offers on WhatsApp. They are skipped on purpose.
Campaigns shows an Upgrade label.
Campaigns are part of a higher plan. See your plan options under Settings > Billing & plan.

More in WhatsApp and messaging, or start with the getting started guide. Still stuck? Contact us.

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