How to Create a Campaign?
Campaigns & MarketingCreate a campaign in UpBlick when you want to send one planned message to a selected group of eligible customers. A campaign can be used for business updates, offers, announcements, or other customer communication.
Before you create a campaign
- Choose the correct business location.
- Confirm that the messaging channel is connected.
- Prepare a clear campaign purpose.
- Check that customers have valid contact details and consent.
- Prepare any image or message text you want to include.
Steps to create a campaign
- Open Campaigns from the sidebar.
- Select the campaign channel, such as WhatsApp.
- Choose a campaign template that matches your purpose.
- Select Send Campaign.
- Enter a clear Campaign Name.
- Select the Audience.
- Upload a header image if the selected template requires one.
- Enter your message in the available message fields.
- Review the selected audience, recipient count, and preview.
- Choose Send Now or Schedule.
What to check before sending
- The campaign name is easy for your team to recognize later.
- The audience matches the purpose of the campaign.
- The recipient count looks correct.
- The image and message text are accurate.
- The selected business location is correct.
- The campaign follows customer consent and communication rules.
After sending
After the campaign is sent, open campaign reports to check status and performance. Depending on the channel, you may see sent, delivered, opened, failed, and clicked activity.
Frequently asked questions
Can I create a campaign without an image?
Yes, if a text-based template is available. Image fields appear only when the selected template supports or requires an image.
Can I schedule a campaign instead of sending it now?
Yes, when scheduling is available. Review the message, audience, date, time, and timezone before confirming.
Can I change a campaign after it is sent?
Messages already sent to customers usually cannot be changed, so review the campaign carefully before confirming.
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