Plans: Calls need a phone number (Essential, Pro, Business or Powerhouse). WhatsApp, Messenger and Instagram steps need a Social or Powerhouse plan.
A campaign sends one message to your own contacts, never a bought list. Each step can be a call or a message, and a person's steps stop once they book or reply.
- Open Contacts. To use a group, filter first by Tag, Channel or Source, then press Start a campaign. The filter becomes the audience.
- Type a Name. Only you see it.
- Under Who it goes to choose the Audience: everyone or one tag, a filter, or people on the interest list.
- Under Steps choose each step's channel: Call, WhatsApp, Messenger or Instagram. Press Add a step for a second, at most four. Later steps set After how many hours (1 to 168) and Unless they read it or replied.
- Tick This is only news about the business — no offer for a closure, a move or a reschedule. Leave it unticked for anything that sells.
- Choose when to stop: Booked or Replied at all.
- Fill The message (5 to 300 characters), What is on offer and Never promise.
- Under When pick When I press Start or At a set time.
- Check the Who it reaches panel, then press Start… or Schedule… and confirm. Save draft keeps it for later.
Limits and pacing
- A campaign can be for at most 1,000 people, and its call step rings at most 200. The panel says when you are over either.
- The agent has one line, so calls go out one every two and a half minutes, shared with any other campaign running.
- News rings in daytime hours where each person is. An offer rings only people who agreed in writing to promotional calls, Monday to Friday 10am to 6pm and Saturday 10am to 5pm in their own time.
- Anyone marked do-not-call is left out. The panel counts who is skipped and why.
Watch a running campaign
Open Campaigns (from the Contacts page) to see Draft, Scheduled, Running, Ended and Cancelled. A running one shows what was sent, who was skipped and the bookings it produced, and Cancel campaign stops it. Owners, Admins and Managers can start campaigns.
Where is the Broadcast a message button?
When campaigns are on for your workspace, Start a campaign takes its place. Where only broadcasts are on, the Contacts page shows Broadcast a message, a call-only version: write what the agent should tell them, optionally choose Only people tagged, and press Start calling.
Why does it say people have not agreed to promotional calls?
An offer by call needs their written consent on file. Record it on each contact card, or import people who agreed. See stop the agent calling someone.