AIBiz Campaigns Help Center

Start Here

• Create contact lists for customers, leads, newsletter readers, or promo groups.
• Add contacts with email, phone, tags, consent notes, and follow-up notes.
• Build message templates before planning repeated outreach.
• Keep this app focused on campaign planning and transfer to approved senders.

Contacts And Lists

• Use lists to separate customers, leads, past buyers, vendors, or event groups.
• Use tags to segment contacts by service, location, interest, or priority.
• Store notes about how the person joined the list and what they asked for.
• Clean lists regularly so staff does not message stale or unwanted contacts.

Campaign Planning

• Create a campaign for each promotion, announcement, follow-up, or reminder sequence.
• Choose the intended channel before writing copy so the length and tone fit.
• Use planned dates to build a simple campaign calendar.
• Move campaigns from draft to scheduled, sent, paused, or completed as work changes.

Templates And Copy

• Templates store reusable subject lines, SMS copy, email copy, and call-to-action text.
• Keep message copy clear, direct, and specific to one offer or update.
• Use internal notes for approval comments and changes before sending.
• Duplicate a template when you need a variation without changing the original.

Daily Workflow

1. Choose the audience list and confirm the contacts belong there.
2. Create or select a reusable message template.
3. Create the campaign, channel, subject, planned date, and status.
4. Review the planned message before handing it to Emailer or PBX/SMS.
5. Record status and follow-up notes after the campaign is sent.

Suite Integrations

• Emailer handles one-recipient transactional sends once connected.
• PBX/SMS handles approved text delivery once connected by the control panel.
• CRM can share contacts and follow-up notes with campaign planning.
• Insights can report campaign counts, outcomes, and planned activity later.