Prepara campañas masivas en borrador

What you'll achieve

You'll prepare and save campaign drafts by email, WhatsApp or SMS in the section Bulk sends. For now you can only prepare, save and review drafts: sending and scheduling aren't available yet.

What you can and can't do today

• You can: create campaigns, save them as drafts, edit them, preview the message, choose a CRM segment as the audience, see a sample of contacts and review what the draft is missing.
• You can't yet: send the campaign, set an effective send date, see real results (delivered, failed, unsubscribes) or sync audiences. That depends on connecting and validating Archie Send, which is pending.
• Individual consent and automatic unsubscribes aren't checked yet either.
• Don't confuse it with the menu Campaigns (live chat, SMS, WhatsApp), which is a different feature.

Before you start

• You must be an administrator.
• To use a segment as an audience, create it first in the CRM (see the segments guide).
• Your recipients must have authorized receiving messages on that channel. The draft asks you to confirm it.

Steps

1. In the left menu, open Bulk sends. At the top you'll see “Design campaigns for every moment of your business.” and the notice that sending and scheduling will stay off until Archie Send is connected and validated. Screenshot: Bulk sends screen with the Archie Send connection and New campaign buttons, and the Campaigns and Results tabs
2. Click New campaign.
3. In the step Data, type the Campaign name and choose the Channel: Email, WhatsApp o SMS. Click Continue.
4. In the step Recipients, choose the Recipient source: CRM segment o Archie Send list.
5. If you chose a segment, select it in CRM segment (or use Define audience manually). Type the Name of the segment or list you'll use.
6. Check the authorization box (“The campaign will only use contacts authorized for this channel”). Click Continue.
7. In the step Content, fill in:

• Planned sender.
• Subject (email only).
• Message.
• Meta template name (WhatsApp only; the template must be approved by Meta). Click Continue. Look at the Preview of the message.

1. In the step Scheduling, choose the Send time (When confirming the send o Choose date and time), the Local date and time and the Time zone. This is only saved in the draft.
2. Click Save draft. You'll see “Draft saved.”
3. You'll see the button Send campaign disabled, with the notice “Sending is disabled until Archie Send is connected and the channel is validated.” That's expected.
4. Open a saved draft with Edit and click Review draft. You'll see:

• Still to complete: what you haven't filled in yet.
• Requirements before sending: what's needed before you can send (connect Archie Send, verify recipients, consent, sender and template).
• Audience preview: counts such as Unique contacts, With email or phone, Duplicate destinations excluded and a sample of contacts. It's a partial view and doesn't verify existence, consent or unsubscribes.

1. In Campaigns use All channels y Search campaign to find your drafts; click Load more if there are many.
2. The tab Results will show “No delivery data yet” until Archie Send is connected.
3. To see the connection status, click Archie Send connection (see the sending status guide). Note: this step hasn't been verified with the live service yet.

Expected result

You have one or more campaigns saved as drafts, with their audience and content, and you know exactly what's missing before you can send them. No message was sent.

Common issues

When to contact support

Write to us at support@archietechnology.com if you repeatedly can't save drafts, or to find out when sending will be available. Send us:

• The campaign name and its channel.
• The exact text of the notice and a screenshot.
• The wizard step where it happened.
• The approximate date and time.