What can you do in the Marketing section?

The Marketing section allows you to:

• Send email or SMS broadcasts.
• Schedule campaigns ahead of time.
• Create templates to re-use later.
• Track opens, clicks and replies.

This is useful for newsletters, promotions, reminders and business updates.

Step 1: Send an email campaign

Email campaigns are one-off messages that you can send to your contacts.

To send a one-time email:

• Go to Marketing > Emails.
• Click + New Campaign.
• Give your campaign a name for your own reference.
• Choose a template or build from scratch.
• Create your message using the drag-and-drop editor.
• Choose your recipient list.
• Choose whether to send now or schedule for later.
• Click Send or Schedule.

Step 2: Track email results

After sending an email campaign, you can check how it performed.

You may be able to track:

• Open rates.
• Click-throughs.
• Bounces.
• Unsubscribes.

Step 3: Send an SMS campaign

SMS campaigns are useful for short updates, reminders, promotions or time-sensitive messages.

To send a bulk SMS:

• Go to Marketing > SMS.
• Click + New Campaign.
• Name your campaign.
• Write your message.
• Choose your contacts or tag group.
• Choose whether to send immediately or schedule it for later.

Step 4: Use templates

Templates let you save emails or SMS messages so you can re-use them later.

To use templates:

• Go to Templates under the Marketing section.
• Create a new template or edit an existing one.
• Use your template when starting future campaigns.

This saves time and helps keep your branding and messaging consistent.

Step 5: Use the social planner

If this feature is enabled on your account, you can also manage social media posts from the Marketing section.

To use the social planner:

• Go to Marketing > Social Planner.
• Connect your social accounts, such as Facebook or Instagram.
• Schedule or post content across platforms.
• View upcoming scheduled posts in the calendar view.

This is useful for planning content and keeping your social pages active.

Tips for better results

• Use clear subject lines and a simple call to action.
• Keep messages short, clear and engaging.
• Personalise messages with the contact’s name where possible.
• Always test emails or texts by sending them to yourself first.
• Use templates for messages you send regularly.
• Check your results so you can improve future campaigns.