Accept your invitationUse the invitation sent by your platform manager. Create a password or continue with an approved Google or Microsoft account.
Sign in securelyVisit the sign-in page and use your own account. Never share another user’s login details.
Review your modulesYour sidebar only shows the modules assigned to you. Ask your platform manager if a required module is missing.
Complete your profileAdd accurate personal details and a profile image so campaign records identify the correct sender.
Enable two-factor authenticationOpen User Settings, scan the QR code with an authenticator app and safely store your recovery codes.
Create or choose a groupGroups keep separate audiences organised and prevent one import from replacing another audience.
Add a recipient manuallyOpen Recipients and enter the required name, email, phone number and configured custom fields.
Import a CSV fileChoose the matching CSV import template and destination group, then upload the file. Large files run in the background.
Review the import auditCheck processed, imported, corrected and skipped totals. Review skip reasons before using the audience.
Search and filterUse recipient search, group filters and table templates to find the information needed for a campaign.
Open Send EmailsCreate a new campaign or continue an unfinished message from Drafted Emails.
Select an email templateChoose an available branded design and confirm the loaded subject and message.
Personalize your messageUse the editor toolbar for formatting and click placeholders such as name, email or a custom recipient field.
Attach a documentOpen Uploaded Documents to choose a gallery file, or upload a new document that will also be saved in Storage Gallery.
Choose the audienceSend to all eligible recipients or a specific recipient group. Confirm the audience before queuing.
Track the deliveryOpen the campaign record to see queued, processed, sent and failed totals, the sender and the delivery time.
Create the campaignGive the SMS campaign a clear internal name and write the message recipients should receive.
Use placeholders carefullyWhere available, add recipient placeholders and preview the wording around personalized values.
Choose recipientsSelect all recipients or a group containing valid phone numbers.
Queue the messageDelivery runs in the background, so you can safely leave the page after it is queued.
Check the resultsOpen the delivery record to review progress and any failed messages.
Use an approved templateEnter the exact template API name and language code approved in WhatsApp Manager.
Add template parametersEnter one value per line and keep the same order as the variables in the approved template.
Choose recipientsUse all eligible phone numbers or select one recipient group.
Queue and monitorThe system creates background jobs and records sent and failed totals.
Open AutomationChoose New Automation and give the schedule a recognizable name.
Select the channel and messageChoose email, SMS or WhatsApp, then prepare the content required by that channel.
Set the audience and timezoneSelect all recipients or a group, then confirm the delivery date, time and timezone.
Choose how often it repeatsSend once, daily, weekly or monthly. Recurring schedules calculate the next delivery automatically.
Manage the schedulePause, resume, run immediately or delete an automation. Every execution keeps a run record.
Prepare recipient fieldsThe platform manager configures the fields that should appear on the form.
Create the public formAdd a title, instructions and destination group, then copy the generated public link.
Share the linkCustomers can complete the form without signing in to the communication platform.
Review and exportOpen Data Collection to review captured records and export them as CSV when required.
Upload a fileAdd supported images, PDFs or office documents to the gallery.
Reuse stored documentsWhen composing an email, open Uploaded Documents and select the files to attach.
Download or remove filesReview file details before downloading or deleting. Files still used by a campaign may need to be retained.
Respect file limitsKeep files within the displayed type, size and total attachment limits.
Use your own accountCampaign audits record who created and sent each communication.
Enable 2FAAn authenticator code protects the account if a password is exposed.
Review active sessionsSign out devices you no longer recognize from User Settings.
Check before sendingConfirm the audience, message, placeholders, links and attachments before queueing.
Report suspicious activityContact your platform manager immediately if you notice an unknown login or campaign.
Common Questions
Why is a module missing?
Your platform manager controls access for each sender. Ask them to enable the required Recipients, Email, SMS or WhatsApp module.
Can I close the browser after sending?
Yes. Once a campaign or import is queued, background workers continue processing it.
Why was a recipient skipped during import?
Common reasons include a missing required name, invalid email syntax, duplicate data or a CSV column that does not match the selected template.
Why is my campaign still queued?
A queue worker may be busy or temporarily unavailable. Wait briefly, refresh the delivery record and contact your platform manager if it does not start.
Why can’t I send to a recipient?
The recipient must contain a valid email address or phone number for the selected channel and may need to belong to the chosen group.
Who can change provider settings?
Connection credentials and system-wide provider settings are managed by authorized administrators, not sender accounts.
No documentation topic foundTry a simpler word such as email, SMS, recipients, schedule or security.
