Creating a Shipping Campaign Step by Step

To create your Sending Campaign, follow these steps:

1. In your platform dashboard, click the “Campaigns” button in the left-hand menu.

IMPORTANT: To send messages, you need to purchase a sending plan.

1. Click “Create Campaign”.

2. Create a name for your campaign (this will not be sent to the customer; it is for internal use only).

1 – Campaign Name

1. Select the type of inbox through which the campaign will be sent.

2 – Inbox Type

1. Select the inbox where the messages will be sent.

3 – Inbox

1. Set the interval between messages; to avoid errors or blocks, it is recommended to set it between 1 and 2 minutes.

4 – Message Interval

1. Click Add Message and write your message, and select files if you want to include any.

5 – Message

1. For more personalized messages, such as using your customer’s name, type {{ in the message field to access the available automation commands.

6 – Personalized Message

1. You can add more messages if needed, sending up to 5 messages per campaign.

7 – Option for Additional Messages

If desired, you can also:

• Assign to a team

8 – Assign to a Team

• Assign to an agent

9 – Assign to an Agent

• Change the conversation status

10 – Conversation Status

1. Select the audience that will receive the messages (based on your tags/labels).

11 – Audience

1. Select the day and time for the campaign to start.

12 – Campaign Start

For sending options, you can:

• Schedule messages by day and time

13 – Schedule Sending

• Add tags

14 – Tags

• Limit sending

15 – Limit Sending

1. After configuring the sending options, click “Create”. A message will appear showing the credits used for the campaign. Click Confirm.

16 – Create Sending

✅ Done! Your sending campaign is now scheduled to start at the configured time, and you can track everything in the “Conversations” section within Nexloo.