Reach Your Audience with Campaigns
Reach a whole audience at once — a project launch, a site-visit invite, an OTP, a reactivation push — over Email, WhatsApp, SMS, or an AI-powered Voice Call, and see exactly who received and engaged with it. Every channel uses the same 4-step creator, so once you've learned one you can send on any of them.
Entry pointGrowth → Campaigns
| Article summary | Details |
|---|---|
| Where to go | Growth → Campaigns |
| What you can send | Email · WhatsApp · SMS · Voice Call |
| Time per campaign | 2-10 minutes once senders, templates, and audiences are ready |
Who Can Do This
- Growth operators and marketing managers create campaigns.
- Sales managers review the audience and post-send performance.
- Account admins connect senders, approve templates, and grow the template library.
Open Campaigns
- Open Growth.
- Open Campaign. The list shows every campaign in the workspace, most recent first.
- Use All Channels, All Statuses, Created date, or Schedule date to filter.
- Click + New Campaign (top-right) to start a fresh campaign, or open an existing row to view / edit / clone it.
Campaign Channels
| Channel | Use it for | Channel-specific page |
|---|---|---|
| Professional email outreach (templates + attachments) | Email campaign | |
| Meta-approved WhatsApp Business templates + dynamic microsite | WhatsApp campaign | |
| SMS | Fast text-message broadcasts (Twilio / MSG91 / Exotel / Kaleyra) | SMS campaign |
| Voice Call | AI voice agent calls with per-day calling hours and retry policy | Voice Call campaign |
Each channel-specific page focuses on Setup (which sender) and Content (which template or agent flow) — the parts that differ. Audience, Schedule, and Stats are shared (see below).
The 4-Step Creator
Every campaign — regardless of channel — uses the same four steps:
- Setup — name the campaign, pick the channel (Email, WhatsApp, SMS, Voice Call), pick the sender for that channel.
- Content — pick the approved template (or, for Voice Call, the published agent flow) and any channel-specific add-ons (e.g., Email Attachments).
- Audience — pick recipients via Contact List, Dynamic Segment, or File Upload.
- Schedule & Review — review the launch summary, then Send Now or Schedule Later with a date / time / timezone.
A Setup incomplete / Setup ready badge in the top-right tells you whether Continue is ready in the current step.
Shared Steps (Read These Once)
These three steps are identical across every channel and live in their own pages so they don't get repeated on every channel doc:
- Campaign Audience — Contact List, Dynamic Segment, File Upload (CSV / XLSX), required headers, preview table, opt-in compliance checkbox.
- Schedule & Review — Preview, Test send, Send Now vs Schedule Later, the Launch Summary, Publish / Update / Reschedule.
- Campaign Stats — Scheduled, Paused, Sending, Sent, Delivered, Engaged, Failed, Cancelled tiles + audience delivery history + Export Result.
Read these once; you don't need to relearn them for every channel.
Channel-Specific Pages
For the channel-specific bits — which sender to pick, which template type to use, what attachments / payload look like — open the page matching the channel you're sending on:
- Email campaign — connected email sender (Gmail / SMTP), approved template, optional global attachments.
- WhatsApp campaign — connected WABA / Cloud API sender, Meta-approved template with variables, optional dynamic microsite.
- SMS campaign — connected SMS account
(Twilio / MSG91 / Exotel / Kaleyra), approved SMS template with
inline
{{variables}}, DLT-registered IDs for India sends. - Voice Call campaign — published voice agent, no template (agent flow runs the call), with voice-only Call Schedule (per-day calling hours) and Enable Retries (Busy / Timeout / No Answer / Voicemail).
Campaign Lifecycle & Statuses
| Status | Meaning | Available actions |
|---|---|---|
| Draft | Saved but never launched | View · Edit · Publish · Schedule · Clone · Delete |
| Scheduled | Queued for a future date / time | View · Edit · Schedule · Pause · View Stats · Clone · Delete |
| Sending | Brixi is actively dispatching | View · View Stats · Clone |
| Paused | Held mid-schedule by a Pause action | View · Edit · Resume · View Stats · Clone · Delete |
| Sent | All recipients processed | View · View Stats · Clone · Delete |
| Cancelled | Closed before send (e.g., audience emptied) | View · View Stats · Clone · Delete |
| Failed | Sender / template / connector failure | View · Edit · View Stats · Clone · Delete |
Common patterns:
- Pause then Resume —
...menu turns Pause into Resume as soon as the campaign is paused. - Reschedule —
Schedulefrom the...menu re-opens the Schedule modal on an already-scheduled campaign. - Clone — copies the campaign as a new Draft with sender, template, and audience pre-filled (useful for recurring sends).
- View is always available and is read-only — useful for confirming a sender / audience without risk of accidental edits.
Strategy & Reporting
The pages above cover the operational flow — clicking through the creator and running campaigns. For the strategy and reporting side — when to send WhatsApp campaigns, how to set up automation around campaign replies, and how to read post-send reports across multiple campaigns — see:
- Run WhatsApp and Message Campaigns — reply handling, owner routing, follow-up discipline.
- Campaign Automation — workflows that react to campaign delivery, replies, and engagement.
- Campaign Reports and Analytics — what to look at after a campaign closes (delivery, replies, conversion, follow-up quality).
Troubleshooting
If Campaign is missing under Growth, or + New Campaign is greyed out for you, that's a role question for your admin. The same goes for empty sender lists and missing templates — connecting senders and approving templates is admin work on every channel.
Contact Brixi support if a campaign sticks in Sending long after the audience should be processed, or the list shows a status that doesn't match what actually happened. Include the campaign name, channel, and a screenshot of the row.