Send a campaign to an audience
Build and publish an audience, draft a campaign from a template, and get it approved and sent.
- Who can do this
- Staff with Manage marketing, who can also approve campaigns
- Where in Oben
/marketing/campaigns
A campaign sends one template to everyone in a published audience. Nothing goes out until it is approved.
Steps
- Open Marketing, select the Campaigns tab, then Audiences.
- In New segment — filter editor, enter a Segment name and choose the consent class. Select + Add filter to add each rule, then Preview members to check who matches.
- Select Save as draft. Then find the segment under Segments — computed, consent-aware and select Publish.
- Go back to Campaigns and select New campaign manually.
- Enter a Campaign name, choose a Template and a Published audience.
- Under When to run, choose Run now or Schedule and pick a date and time. Select Save draft.
- Open the campaign from the list and select Submit for approval.
- Someone with Manage marketing opens it and selects Approve (owner/manager). The audience is fixed at this point.
- The page then says what happens next. If it asks you to, select Send now once the campaign is due.
Good to know
- You need an active template first. Create one under Templates.
- People without the right consent or a usable address are skipped. The campaign page shows how many were Consent skipped and Address skipped.
- Select Cancel on a campaign to stop it before it finishes.
- Draft with AI at the top of Campaigns can draft a campaign for you to review.