The inbox decides the type
Choose an SMS, Twilio SMS, or WhatsApp inbox and the campaign is one-off, automatically. Choose a Website inbox and it becomes an ongoing campaign instead — the two features don’t overlap on the same inbox.Audience
The audience is built from labels, not a saved filter: tag the contacts you want to reach, then select those labels when you build the campaign. A contact matches if it carries any of the labels you picked — not all of them.Audience membership is resolved when the campaign actually sends, not when you save it. Adding or
removing a label between now and send time changes who’s included.
The message
What you’re allowed to send depends on the channel:- SMS and Twilio SMS
- WhatsApp
Free-form text, with Liquid available:
{{ contact.name }}, {{ agent.name }} (the campaign’s
sender), {{ inbox.name }}, and {{ account.name }} all resolve at send time.Scheduling
Pick a send time, or leave it blank — a blank schedule is backfilled to right now. Either way, sending isn’t instant: a cron runs every five minutes to pick up due campaigns, so expect up to a five-minute delay even for a “send now” campaign. Tied will still pick up a delayed one for up to three days past its scheduled time — a campaign that couldn’t send exactly on time doesn’t just silently expire.The SMS campaign form marks the schedule field required — “leave it blank” only applies where the
form itself allows a blank value.
Active → completed
A one-off campaign sends exactly once, but when it flips fromactive to completed depends on the
channel:
- SMS and Twilio SMS
- WhatsApp
The moment the campaign starts processing, it flips to
completed and won’t run again.A failure sending to one contact doesn’t stop the rest, on SMS and WhatsApp — delivery problems are
logged per contact and the campaign keeps going. The Twilio path is narrower: it only rescues Twilio’s
own error classes, so a timeout or a network error there aborts the remaining contacts rather than
logging and continuing.
Next
WhatsApp campaigns
Template rules, opt-in, and per-message cost on top of everything here.
Ongoing campaigns
The other type — for a Website inbox, running continuously instead.
Labels and custom attributes
Building the labels a one-off campaign’s audience is made of.
Channel fees
What each send actually costs, per channel.