Launch Campaign

A campaign is the execution of a workflow on a pre-defined target audience.

Create your Campaign

Required Campaign Settings

Campaign Name: Choose a clear, descriptive name that reflects the campaign's purpose
Description: Add details about the campaign's objectives and scope

Optional Campaign Settings

Handle previously processed customers intelligently

Include previously treated invoices when they're no longer in active campaigns
This setting is only used when you need to run a re-engagement campaign.
For example: Customers that were previously in a campaign and setup a payment arrangement that subsequently failed causing them to exit the campaign. You would now like to re-engage this cohort of customers via a new re-engagement campaign.

Launch Checklist

Item	How to check this?
✅ Campaign name/description	Ensure campaign name/description are clear and accurate.
✅ Target audience rules are properly defined	Sample invoice is checked against the target audience to see if it matches the ruleset. Check this in the invoice details 'View Matching rulesets' section.
✅ Appropriate workflow is selected	Double check the workflow selected is the one you need for the campaign.
✅ The campaign has been tested prior to launch	Use Campaign 'Test' function to validate the comms/templates being sent out on each day of the campaign. Use Invoice Checker before launching your campaign to validate the Target audience with a sample invoice.

Best Practices

Design for Success

Use descriptive naming conventions for easy identification.
Plan for edge cases and error scenarios.
Use the campaign Test function as part of campaign design.

Next Steps

Launch Your Campaign

Ready to go live?

Complete the launch checklist above
Review all settings one final time
Click the Launch button to activate your campaign
Monitor the first batch of customers processed

Need Help?

Get Support

Ensure you have followed the checklist mentioned above.
Contact support at [email protected] for assistance.

💡 Pro Tip: Campaigns will run continuously until manually stopped.

Monitor your campaigns regularly to ensure your In Campaign % in the Campaign list view is meeting your expected level(defaults to 90%). You can update this expected In-Campaign % level to meet your specific needs in the Notifications section. Whenever this drops below the expected level, you will see an alert on the client portal and guidance on how to action this. Additionally, if you wish to receive email alerts , make sure you subscribe to email alerts as well.