Campaign

What this page is for

Campaign is for planned outbound communication to a selected audience, such as renewal offers, trial follow-ups, festival campaigns, win-back messages, and member announcements.

Who should use it

Marketing, sales lead, manager, owner

Where to find it

/campaign

Before you start

• Campaign flow uses identity, audience, action, schedule, quiet hours, blackout periods, preview, and delivery monitoring.
• Campaign list fields are Campaign Name, Created On, Created By, Status, and Actions. Actions include Duplicate and Stop Campaign.
• Campaign list filters are Filter By, Search Campaign, and status/sort handling such as Recent, Name, or Status.
• Campaign create fields start with Campaign Name and Campaign Description, then Action Group date and time window.
• Action Group time windows are 12 AM - 3 AM, 3 AM - 6 AM, 6 AM - 9 AM, 9 AM - 12 PM, 12 PM - 3 PM, 3 PM - 6 PM, 6 PM - 9 PM, and 9 PM - 12 AM.
• Campaign segmentation supports pre-built segments, AND/OR rule joins, Add Rule, Add Group, field/operator/value rows, and removable nested groups.
• Campaign rule operators are In, Not In, Equal, Not Equal, Greater Than, and Less Than.
• Rule fields include gender, enquiry source/channel, client status, lifetime value, balance, member/prospect since, churn/date-of-birth/subscription dates, outstanding amount, last visit, plan name, sales representative, billing frequency, bill cycle day, contract term, autopay, service category, memberships, service behavior, session totals, and session owner.
• Campaign audience controls include selected people, excluded people, prebuilt segments, saved segments, relationship states, lead temperatures, gender, tags, lead source, lead channel, client rep, opt-in channel, email or phone presence, and member-since window.
• Client Filter supports include and exclude lists, Excel/TXT/CSV/XLSX upload, Download Sample, search by client ID/name/phone/email, add button, suggestion picker, and removable chips.
• Campaign action types are Send Email, Send SMS, Send WhatsApp, Add to Call List (Tasks), and Send Push Notification.
• Each selected campaign action must be configured. Message actions need a template, sender, and provider account for the matching channel; task action needs task title and priority; push action needs push title/body.
• Campaign action configuration status must be reviewed before Save & Test or Save this Campaign.
• WhatsApp campaign actions require an active approved WhatsApp template before save or launch.
• Email/SMS/WhatsApp campaign actions require a connected provider account. If no explicit provider is selected, SquareOS looks for a connected provider for that channel.
• Campaign schedule modes are Draft, Send now, Schedule, Recurring, and Triggered. Triggered campaigns require a trigger event.
• Quiet Hours fields are Enabled, Start Hour, End Hour, and Timezone. Current default is 22 to 8 in Asia/Kolkata when reset.
• Audience preview shows total audience plus reachable and suppressed counts for Email, SMS, and WhatsApp.
• Campaign detail tabs are Overview, Audience, Content, Delivery, and Settings.
• Campaign detail metrics show status, audience count, queued, failed, delivered, suppressed, by-channel counts, and by-status counts.
• Delivery logs show recipient, channel/action type, recipient value, queued/error text, status, and provider message id.
• Campaign actions from detail include Edit, Duplicate, Publish, and route-level stop/launch behavior depending status.
• Campaign segment fields are Name, Description, Category, Prebuilt segments, Client state, Lead temperature, Gender, and Tags.
• Campaign blackout fields are Name, Description, Channel, Start, End, and Timezone.
• Build the audience from real lifecycle filters, tags, source, stage, membership state, opt-in, and suppression rules.
• Preview the audience before sending. A campaign should never surprise a large group because the filter was too broad.
• Choose a template and sender that match the channel. WhatsApp/SMS/email sends require configured provider account and sender identity.
• Respect opt-outs, quiet hours, frequency caps, and blackout dates.
• Use payment links for payment collection. Do not paste untracked bank instructions into campaign copy when a tracked link is available.

Daily workflow

• Create campaign identity, choose audience, preview recipients, select content/template, schedule/send, and monitor delivery.
• Use Save & Test before publishing a new audience or new WhatsApp/SMS/email template path.
• For a sales campaign, create follow-up tasks or owner review for replies and hot leads.
• After the campaign, review delivery, failures, opt-outs, replies, conversions, and revenue impact.

Watch out

• Do not send to all members/prospects without checking suppression and provider health. Bulk mistakes are hard to undo.

Related help

• Use the left menu to open related pages in Sales and Trials.
• Use Ask Docs for questions that are already covered in this public documentation.