What a campaign is
A campaign is a one-time or scheduled send to a filtered set of CRM contacts. Email or SMS. Templated, tracked, and billed from the same notification token pool every other NOWAITN app uses. Available on Advanced and Admin tiers.
Because it's built on the same shared pool, you don't provision SendGrid, Postmark, Mailgun, or Twilio. You don't manage separate API keys. You don't reconcile a second invoice. Your platform plan already has a token budget — campaigns draw from it.
Build a segment
Segments are filtered contact lists. They can be saved for reuse or built ad-hoc for a single campaign. Filter by:
- Tags — everyone tagged
vip,wine-club,corporate. - Source — everyone who came from Queue in the last 30 days.
- Activity — contacts with no interaction in the last 90 days (re-engagement).
- Deal state — primary contacts on any active catering deal.
- Account tier — all contacts at accounts tagged strategic.
- Custom fields — anything you've added via the API or CSV import.
Segments respect the do-not-contact flag automatically — marked contacts are always excluded, even if they match the filter.
Pick a channel
| Channel | Best for | Token cost |
|---|---|---|
| Narrative content, newsletters, event invites | 1 token per recipient | |
| SMS | Time-sensitive, action-oriented messages | 3 tokens per recipient (US/CA) |
| Email + SMS | High-importance campaigns (confirmations, reminders) | Sum of both |
See NOWAITN Platform Tokens for how the shared pool is purchased and metered across apps.
Compose the message
The campaign composer supports:
- Rich templates with merge tags (
{{first_name}},{{account.name}},{{deal.expected_close}}). - A/B subject lines for email campaigns (Admin tier).
- Preview as recipient — render the message using a specific contact's data before sending.
- Send test — send to yourself or a teammate first without decrementing tokens from the real audience.
Schedule and send
- Send now — immediate delivery.
- Schedule for — pick a future date/time (recipient's local timezone, if the contact record has one).
- Drip (Admin tier) — release the campaign in staggered batches over hours or days to spread replies and respect rate limits.
Track results
Every campaign has a results page showing: delivered, opened (email only), clicked, replied, unsubscribed, and bounced. Every per-recipient event also lands on that contact's activity timeline — so the next person to look at the contact sees “opened 'VIP Valentine's Dinner' campaign” in context.
Compliance
- Unsubscribe links are required on email and injected automatically. One-click unsubscribe flips the contact's
do-not-contactflag for marketing messages across the platform. - SMS opt-in is enforced. Contacts without an explicit SMS opt-in are excluded from SMS segments, even if their phone number is on file.
- Transactional vs. marketing — tag campaigns correctly. Transactional campaigns (receipts, confirmations) bypass the marketing do-not-contact flag but are also subject to platform rate limits.
See Do-not-contact and unsubscribe handling for the full policy.