Advanced Campaigns¶
Advanced Campaigns allow you to build automated multi-step message sequences triggered by specific events or schedules.
What is an Advanced Campaign?¶
Unlike a standard campaign (one message → one group → one send), an Advanced Campaign is a workflow:
Trigger (e.g. contact added to group)
→ Wait X days
→ Send Message 1
→ Wait 3 days
→ Send Message 2
→ (conditional) If no reply → Send Message 3
Use cases¶
- Onboarding sequences — welcome message on day 1, follow-up on day 3, offer on day 7
- Appointment reminders — reminder 48h before, 2h before
- Re-engagement — message contacts who haven't replied in 30 days
- Post-purchase — thank you message + review request
Creating an Advanced Campaign¶
- Go to Marketing → Advanced Campaigns
- Click New Campaign
- Set the campaign name and trigger
- Add steps using the Step Builder
Campaign builder¶
Each step in the builder has:
| Field | Description |
|---|---|
| Type | Send SMS, Send Email, or Wait |
| Delay | Time to wait before this step runs (minutes, hours, days) |
| Message / Template | Content to send |
| Channel | SMS or Email |
| Condition | Optional: only run this step if a condition is met (e.g. no reply received) |
Triggers¶
| Trigger | When it fires |
|---|---|
| Manual | You run the campaign manually against a group |
| Contact added to group | Fires when a contact is added to a specific group |
| Scheduled | Runs at a fixed date/time against a group |
Behavioral triggers (automation rules)¶
Each campaign step can have one or more behavioral triggers — automated actions that fire when a contact interacts with that step's message.
Events¶
| Event | When it fires |
|---|---|
| Open | Contact opens the email from this step |
| Click | Contact clicks a link in the email from this step |
Actions¶
When the event fires, choose what happens next:
| Action | What it does |
|---|---|
| Add to group | Moves the contact into a different contact group |
| Send email | Sends a follow-up email using a saved template |
| Send SMS | Sends an SMS using a saved template |
| Call webhook | Sends a POST request to a URL with the contact's data |
Delay¶
Set a delay (in hours) before the action executes. For example: fire 24 hours after a link click to send a follow-up only to contacts who engaged.
Webhook payload¶
When the Call webhook action fires, the platform sends a JSON POST to your URL:
{
"event": "click",
"action": "webhook",
"campaign_id": 42,
"stores_id": 1,
"recipient_email": "[email protected]",
"recipient_name": "John Doe",
"recipient_phone": "+15551234567",
"triggered_at": "2025-06-04 14:30:00"
}
Use this to integrate with external tools (CRMs, automation platforms, etc.).
Activating a campaign¶
Set the campaign status to Active to start enrolling contacts. Contacts are enrolled when the trigger condition is met.
Set to Paused to stop new enrollments while keeping in-progress sequences running.
Monitoring¶
Go to the campaign and click View Progress to see:
- How many contacts are enrolled
- Which step each contact is on
- Completed vs. pending
Stopping a contact's sequence¶
In the progress view, find the contact and click Remove to stop their sequence without affecting others.