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Campaign Management

The Campaign Module is a tool designed to manage your marketing and informational workflows by allowing you to send bulk communications via email, SMS, or WhatsApp to your target audience.
With this module, you can select recipients based on specific criteria, design personalized messages, and analyze delivery results in detail.

When you navigate to Dashboard > Campaigns, you'll see a list of all previously created campaigns.

  • Click the "Create New Campaign" button at the top to start building a new campaign.
  • Existing campaigns are listed with details such as Name, Description, Type, Data Module, Creator, Creation Date, and Status.

Create a New Campaign​

Choose Campaign Type​

  • Enter the name of your campaign.

  • Select the campaign type:

    • SMS (Coming Soon)
    • EMAIL
    • WHATSAPP (Coming Soon)

  • Select EMAIL and click Continue to proceed.

Select Recipients​

  • Choose a Data Module (e.g., Patient, Customer, etc.).
  • Records from the selected module will be listed.
  • Optionally, filter the recipients for more specific targeting.

Email Design​

  • Use Select Template or Create New Template to design your email content.
  • When creating a new template:
    • You can add elements like titles, text, and images.
    • Use personalized variables (e.g., {name}, {surname}) to send more relevant and targeted emails.

Sender Information​

  • Select Email: Choose the sender's email address.
  • Sender Name: Enter the name of the person sending the email.
  • Email Subject: Set the subject of the email.
  • Delivery Time:
    • Now: Send the email immediately.
    • Schedule: Set a specific date and time for the delivery.

Once all steps are completed, click the Create button to launch your campaign.

Important Notes​

  • Draft campaigns can be saved and edited later.
  • You can track campaign metrics (delivery status, open rates, etc.).
  • Advanced filtering options allow you to customize your recipient lists.