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
- Open Marketing > Campaigns (for gyms, Members > Campaigns) and tap New campaign.
- Type a Campaign name so you can find it later.
- Pick the Channel, for example WhatsApp (Meta) or Email (Resend).
- Pick the Segment to send to.
- Optionally pick a coupon under Attach coupon (optional). Each recipient gets it in their wallet after a successful send.
- 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.
- 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.
Related guides
- How to turn automatic WhatsApp messages on or off
- How to set up birthday, win-back and package expiry messages
- /pricing
More in WhatsApp and messaging, or start with the getting started guide. Still stuck? Contact us.