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Home › Help & Docs › CRM › Run a campaign from the CRM
CRM

Run a campaign from the CRM

A campaign sends a message to a group of contacts. From the CRM you can run several campaign types and target a segment so the message reaches the right people.

CRM V2

These steps describe CRM V2, the current version. If your account is still on the older CRM, the screens differ but the ideas are the same. Newer accounts are on V2 by default.

Campaign types

WhatsApp and RCS campaigns send an approved template over those channels. API campaigns send via your API setup. Payment campaigns send a payment request. All can target a saved segment and personalise with super fields.

Send one

1
Go to Campaigns and create a new campaign of the type you want.
2
Pick the channel and an approved template.
3
Choose a segment as the audience.
4
Map template variables to super fields for personalisation.
5
Review and send, then track the delivery report.

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