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

Saved in this browser only, so every article can open its screen.

A campaign sends one template to everyone in a published audience. Nothing goes out until it is approved.

Steps

  1. Open Marketing, select the Campaigns tab, then Audiences.
  2. 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.
  3. Select Save as draft. Then find the segment under Segments — computed, consent-aware and select Publish.
  4. Go back to Campaigns and select New campaign manually.
  5. Enter a Campaign name, choose a Template and a Published audience.
  6. Under When to run, choose Run now or Schedule and pick a date and time. Select Save draft.
  7. Open the campaign from the list and select Submit for approval.
  8. Someone with Manage marketing opens it and selects Approve (owner/manager). The audience is fixed at this point.
  9. 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.