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Build and send a single email and/or in-app message to a chosen audience with the campaign wizard.
A one-time campaign sends a single message — an email, an in-app notification, or both — to the audience you choose. The mobile app uses the same six-step campaign builder as the web app: choose the campaign type, audience, schedule, channels, content, and final review.
Before you start: sign in with an employer/operator account that can manage marketing. A saved segment is the fastest audience option, but you can also build a custom audience from contact rules inside the wizard.
From More, open Marketing, then tap One Time Campaigns. The list shows status tabs (All, Draft, Scheduled, Sent), campaign cards, search, filters, and your monthly email and in-app usage.
The mobile One Time Campaigns list with status tabs and usage totals.
Tap the plus icon. On Create Campaign, choose One Time Campaign, then tap Continue. The header also includes Save as Draft and a discard icon while you work through the wizard.
Step 1: choose One Time Campaign.
On Select Audience, keep Saved Segment selected and tap Select Segment. Choose the segment you want, then review the audience summary before continuing. The summary shows total contacts, customers, leads, and the segment conditions.
A saved segment selected as the campaign audience.
Choose Custom Audience when you want rules just for this campaign. Pick a Contact Type — All contacts, Customers, or Leads — then tap Add condition and choose a field such as Location, Revenue, Last Service Date, Invoice Status, or Job Status.
The custom audience builder with contact type and condition controls.
On Schedule, keep Send Now selected to send as soon as you publish the campaign, then tap Continue.
Send Now delivers the campaign immediately after publishing.
Choose Schedule for Later to set a future Date, Time, and Timezone. The campaign waits under the Scheduled tab until that time arrives.
Schedule a future date, time, and timezone.
On Select Channel, select Email, In-app, or both. Email sends a template-based message and counts against your monthly email allowance. In-app sends a portal notification and only reaches customers with portal access.
Email and In-app selected together.
On Email & In-app Content, email fields stay locked until you pick a template. Tap Select Template, browse categories such as Promotional Code, Review Request, or Customer Appreciation, then choose a template.
The template picker with categories, search, and recently used templates.
After choosing a template, fill in Subject and edit the email Header, Body Text, Button Text, and Footer — the toggle beside each section includes or hides it. Use Change Template if you need a different starting point, and open Email Preview to check the rendered message.
Email content populated from a template and ready to edit.
If you selected In-app, scroll to In-app Setup and fill in the Title and Body. Use Reset to default when you want to return to the template’s suggested in-app copy.
In-app title and body fields for the portal notification.
On Review & Send, check the Campaign Name, Campaign Type, Audience, Channel, and Schedule. Tap any edit icon to return to that step. The suppression line explains any muted, missing, or no-portal recipients before you publish. Tap Campaign Preview to switch between the Email and In-app tabs and see exactly what each channel will look like to the customer.
Review & Send shows the final campaign summary and channel readiness.
Tap Publish Campaign. If you chose Send Now, CleanOps starts the send immediately. If a selected in-app recipient does not have portal access, email can still send while the in-app delivery is skipped for that recipient.
A safe custom audience ready to publish.
After publishing, return to One Time Campaigns. Drafts, scheduled sends, and sent campaigns appear in their matching tabs. A campaign with some skipped deliveries can show Partial sent under All while its detail screen shows exactly what happened.
The campaign list after a send, with the new campaign at the top.
Open the campaign for Overview metrics by channel — Emails Sent and Open Rate for email, In-app Sent and Read for in-app — plus Attributed Revenue and a performance chart. Per-contact skipped deliveries appear on the Recipients tab.
The mobile campaign Overview with email and in-app metrics.
Open Recipients to inspect each delivery row. Use this tab to confirm which contacts were Sent and which were Skipped, such as an in-app message skipped because the customer has no portal account.
Recipient rows show per-channel delivery status.
Use Save as Draft in the wizard header when you are not ready to publish. To abandon a campaign setup, use the discard icon in the header and confirm. Draft campaigns stay on the Draft tab so you can finish them later.
Your one-time campaign is either sent now or scheduled for later. Track delivery from the list, review performance on the campaign Overview, and use Recipients when you need per-contact delivery details.
Need more help? If you can't find what you're looking for in our documentation, create a support ticket and our team will assist you.