Marketing Campaigns
Use this page to send SMS or email messages to customer groups — promotions, birthdays, feedback requests, or HTML newsletters. Track delivery stats and resend when needed.
Open the screen: Sidebar → Promotions Management → Marketing Campaigns
Outbound messages only
This is not for checkout discounts or online banners — use Promo Codes or Online Promotions for those.
Plan and groups required
You need campaign tools (SMS & email) on your plan and at least one Customer Group before creating a campaign. Push notification tabs are not shown in the current admin UI.
Campaign list
What it does
Shows SMS or email campaigns in a table with status, audience, schedule, stats, and a row menu. No search or pagination — the list loads the first page of results from the server.
Step-by-step
- Open Promotions Management → Marketing Campaigns.
- Read the page title Marketing Campaigns and subtitle Create and manage your marketing campaigns.
- Under All Campaigns, pick a tab — SMS Campaigns or Email Campaigns.
- Tap refresh (spinner while loading).
- Read the table columns and use the ⋮ menu on each row.
Tabs
| Tab | What it lists |
|---|---|
| SMS Campaigns | Text-message campaigns |
| Email Campaigns | HTML email / newsletter campaigns |
Toolbar
| Control | What it does |
|---|---|
| Refresh | Reloads campaigns for the active tab |
| Create Campaign | Opens the create form for the current tab type (needs CREATE permission) |
What the table shows
| Column | Meaning |
|---|---|
| Campaign Name | Title with SMS or email icon; subtext = description or No description |
| Status | Draft, Scheduled, Active, Completed, Inactive, or server status text |
| Audience | Customer group names + X recipients, or All customers |
| Schedule | Start date/time + relative time (e.g. 2 days ago) |
| Stats | Sent, Failed (if any), Opened, Clicked, Success Rate % — or No metrics yet |
| Actions | ⋮ menu |
Row actions (⋮ menu)
| Action | What it does |
|---|---|
| View Details | Opens read-only campaign dialog |
| Resend | Sends again to the same audience and content |
| Delete | Removes the campaign permanently (needs DELETE; no confirmation dialog) |
No edit on existing campaigns
You cannot change name, content, or audience after creation. Create a new campaign or use Resend to repeat the same message.
Common mistakes / FAQs
- Empty tab: No SMS campaigns found / No Email campaigns found — tap Create Campaign.
- Load error: toast Failed to load campaigns. Please try again.
- Upgrade screen instead of list. Your plan lacks campaign tools (SMS & email).
Create a campaign
What it does
Full-page form (not a dialog) to compose and submit one SMS or email campaign.
Step-by-step
- Select SMS Campaigns or Email Campaigns tab first — the new campaign matches that type.
- Tap Create Campaign.
- Fill Campaign Details (fields below).
- Tap Create Campaign at the bottom (Cancel or back arrow returns to the list).
- On success: Campaign created successfully — you return to the list.
Create fields
| Field | Required? | What to enter |
|---|---|---|
| Campaign Name | Yes | Internal title |
| Customer Group | Yes | One group from dropdown — Select a customer group / No customer groups available |
| Description | No | Note shown in list and View Details |
| Select Template | No (SMS only) | Promotion, Birthday, or Feedback — fills Content |
| Content | Yes | SMS: plain text. Email: HTML (newsletter template pre-filled for new email campaigns) |
SMS templates: Replace placeholders like [DATE], [ITEM], [FEEDBACK_LINK]. Promotion template includes opt-out text.
While loading groups: Loading customer groups... — if error: Failed to load customer groups + Refresh Page.
Validation toasts: Campaign name is required, Content is required, Please select at least one customer group.
View campaign details
What it does
Read-only summary with content preview, stats, and recent send history.
Step-by-step
- Tap ⋮ → View Details.
- Review Campaign Details, Target Audience, Campaign Content, Campaign Statistics.
- If shown, read Recent Delivery History (last five sends: Date, Recipients, Delivery, Sent By; note + N more entries if longer).
- Tap Close.
Content preview: Email renders HTML in a scroll box; SMS shows plain text with line breaks.
Resend or delete
Resend
- Tap ⋮ → Resend (spinner on the item while sending).
- Success: Campaign resent successfully. Error: Failed to resend campaign. Please try again.
Delete
- Tap ⋮ → Delete (requires DELETE permission).
- Success: Campaign deleted successfully. No undo prompt.
Permissions
| What you need | Why |
|---|---|
| Marketing Campaigns module permission | Open the page |
| CREATE | Create Campaign |
| DELETE | Delete in row menu |
View Details, Resend, and Refresh are available when you can open the page.
Related
- Promotions overview
- Customer Groups
- Online Promotions
- Promo Codes
- SMS event settings — automated order SMS (separate from campaigns)