Send a one-time campaign

In the left navigation, open Marketing and select One Time Campaigns. The page lists your campaigns with their Audience, Date Created, Status, Open Rate, and Click Rate. The All, Draft, Scheduled, and Sent tabs filter by status, and the banner shows how much of your monthly email allowance you’ve used.

Select New Campaign in the top right. The wizard opens on Campaign Type — choose One Time Campaign to send a single message, then select Continue. Choosing Automation Campaign instead switches to the trigger-based builder (see build an automation campaign).

On Select Audience, keep Use Saved Segment selected and pick a segment from the Segment dropdown. A summary card shows the Total contacts and the segment’s conditions. Use + Add segment to combine more than one, then select Continue.

To target contacts without a saved segment, choose Build Custom Audience. Pick a Contact Type — All contacts, Customers only, or Leads only — then select + Add condition and choose a field such as Location, Revenue, Last Service Date, Invoice Status, or Job Status. Add as many conditions as you need to narrow the list.

On Schedule, select Send Now to send the moment you publish, then select Continue.

To send later, choose Schedule for Later and set the Date, Time, and Timezone. The campaign sends automatically at that time and waits under the Scheduled tab until it does.

On Select Channel, choose how the campaign reaches people: Email sends a branded email built from a template, and In-app delivers a message to the customer’s in-app inbox. Select one or both, then select Continue.

On Setup Content, the email fields stay locked until you pick a template. Select Select Template, filter by a category such as Promotional Code or Review Request, choose a template, and select Save Changes. A live preview of the email appears.

Enter a Subject (required), then edit the Header, Body Text, and Button Text — the toggle beside each one includes or hides that section. Click a chip under Available Variables (such as First Name or Company Name) to insert a personalization tag. The preview updates as you type.

If you chose the In-app channel, fill in the Title and Body of the notification. The Preview shows how it appears to the customer, and the message opens their marketing portal.

On Review & Send, check the Campaign Details — Campaign Type, Audience, Channel, and Schedule. Edit the Campaign Name here, or use the ✎ icon on any row to jump back and change that step. The status line confirms the send fits your monthly cap.

Select Publish Campaign. With Send Now chosen, the campaign goes out immediately and opens to its results page. Email is delivered to every reachable recipient; In-app is skipped for customers who don’t have a portal account. The status reads Sent when every recipient is delivered, or Partial sent when some were skipped.