Campaigns and Actions
Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.
Overview
Campaigns are planned launches aimed at a defined audience. Campaign actions are the steps your team uses to prepare, launch, monitor, and improve each campaign.
Common Actions
What teams usually do in this area
How to Create
Create the campaign
Define the campaign objective, audience, and timing.
Choose audience and exclusions
Use segments and suppression groups before launch.
Use a template or custom setup
Apply a template for repeatable launches or build manually when needed.
Review and launch
Confirm owners, checklist items, and reporting view before go-live.
How to Connect
Connect sources and segments
Targeting quality depends on reliable source data and shared segments.
Connect reporting
Save dashboard/report views for campaign reviews.
Connect follow-up to flows
Send campaign outcomes into flows for automated next steps when needed.
Campaign Action Examples
Launch QA
FAQ
Quick answers to common questions about campaigns.
Templates: Reusable Campaign and Flow Setups
Build reusable templates for repeatable campaigns and automations so teams launch faster with fewer mistakes.
Segments: How to Create and Use Audiences
Build reusable audience segments for campaigns, flows, and reporting with clear rules and better targeting.