Drafting and sending a test email require permission to draft campaigns, approval requires permission to approve campaigns, and launching audience delivery requires permission to send campaigns. Unconfigured channels cannot be selected.

Steps

  1. Open Engagement → Campaigns. Prepare a saved audience in Segments and ensure the intended delivery channel is configured.

  2. For email, SMS or guest app inbox, choose Quick draft, enter Campaign name, Channel, Audience and Message. Email also requires Subject. Optionally set Schedule; leaving it empty keeps an unscheduled draft.

For WhatsApp, choose Create WhatsApp waves. Enter Campaign name, choose a Saved audience and optionally narrow Visit source to an outlet. Each wave needs an Approved template, every displayed Template value, and a future Send time (your local time). Use Add wave for more messages, then Save wave drafts. Each wave becomes a separate draft with its own approval and scheduled time; saving sends no messages. If saving partially fails, use Retry remaining waves to preserve the drafts already created.

  1. For a Quick draft, choose Save draft and inspect the new draft. WhatsApp wave drafts were saved in the previous step. For visual email use Design email, or Edit visual email on an email draft, to edit and save its content.

To check a saved email, choose Test send in the visual designer (or Test saved revision where shown) and enter the test recipient's email address. This queues a real test email from the current saved revision; save any changes first. Previewing the design does not send an email, and a test does not launch delivery to the campaign audience.

  1. Choose Submit for review. An authorised approver chooses Approve after checking content, audience and timing.

  2. An authorised sender chooses Schedule for an approved dated campaign or Launch when ready to send. Launching a scheduled campaign is an explicit action; check the displayed state afterward.

  3. Monitor recipient and delivery counts on the campaign card. Pause delivery is available while sending, and Resume for a paused campaign. The audience is snapshotted at launch and suppression is rechecked immediately before each send.

Property WhatsApp uses a separate WhatsApp Messaging wallet on Credits & usage. Each property receives ₦50 once; top-ups use Add WhatsApp credit. Review message charges and purchase history in the wallet. Incoming messages are free. Check the connected sender and billing status in Engagement → Settings → WhatsApp engagement.