Step 1: Start a Campaign
Navigate to the Customer List Page.
Click the Marketing Campaign button in the top right corner.
The campaign sidebar will open.
Step 2: Campaign Settings
Notification Type: Select the purpose of your message from the dropdown (e.g., Promo Notification, Holiday Notification, Education Notification).
Channel: Toggle between Email or Text depending on how you want to reach your audience.
Step 3: Select Your Audience
Use the "To" dropdown menu to choose who receives this message.
Select All: Sends to your entire database.
By Customer Type: This is where your segmentation pays off. You can select specific groups (e.g., only "Homeowners" or only "Commercial Clients").
Step 4: Content & Sending
Subject: (Email only) Enter a catchy subject line.
Body: Type your message. You can use the paragraph editor to format text.
Attachments: You can upload files (like a flyer or coupon image) to the message.
Always Preview: Before sending, click the Preview button to see exactly how the message will look to your clients.
Once satisfied, click Send.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.