What it is
A campaign is a message you send to a whole group of contacts at once, instead of one recipient at a time. On Convert, you can build a campaign for any of your three channels: Email, WhatsApp, or SMS. Every campaign you've sent (or saved as a draft) lives in your Campaigns list, where you can see its channel, audience, how many messages went out, and its status.
Campaigns are how you reach more than one person without repeating yourself. Instead of writing and sending 500 individual messages, you write the message once, pick who it goes to, and Convert handles sending it to everyone in that list, while tracking delivery for each one. That delivery data feeds straight into your Analytics, so you can see exactly how a campaign performed after it goes out.
Campaigns also respect the limits of each channel. WhatsApp, for instance, has a daily sending cap, Convert shows this to you live as you build a campaign, so you're never caught off guard by a failed send.
Before you start
Make sure you have:
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A connected channel for whichever you're sending through, WhatsApp needs a linked number, SMS needs an approved Sender ID, Email needs a root domain only, without a path or email address.
see guide on how to setup your email channel -
A contact list ready to send to (or a small test list, if this is your first campaign)
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Your message content drafted, or at least an idea of what you want to say, since you'll write or design it directly in the campaign builder
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If sending WhatsApp or promotional content: confirmation that your recipients have opted in
How to set it up: step by step
Step 1: Click "New campaign"
From the Campaigns page, click New campaign in the top right.
Step 2: Choose your channel
Select WhatsApp, SMS, or Email. This is the one decision that shapes everything after it, each channel has its own fields, message format, and rules.
Step 3: Name your campaign and pick an audience
Give it an internal name (e.g. "June promotion") just for your own tracking, then select which contact list to send to. If you're testing, choose a small Test Users list instead of your full audience.
Step 4: Write or design your message
For WhatsApp and SMS, write your message directly (type {{ to insert personalization like first name); WhatsApp also lets you attach an image. For Email, use the visual email builder to design the body, plus a subject line and sender.
Step 5: Check the live preview
As you type or design, the Live message / Recipient preview panel on the right updates in real time, showing exactly what the recipient will see.
Step 6: Check any sending limits
For larger audiences, watch for a notice like "8 recipients fit within your daily WhatsApp limit of 100. Messages will still be paced individually." This confirms your send is within range before you commit to it.
Step 7: Send a test
Before sending to your full list, run the campaign against your test list first. Confirm the test recipients actually receive it, and that formatting, images, and personalization all look right.
Step 8: Send now or schedule
Choose Send now, or Schedule for later to set a future send time. For Email, you'll click Proceed first, Convert reviews your sender and delivery timing before the campaign actually sends.
Final checklist before sending to a real audience
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The right channel is connected and shows as active (WhatsApp linked, Sender ID approved, or Email sender confirmed)
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Your audience list is the correct one, not a test list
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The message has been proofread, and personalization variables render correctly
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Any image (WhatsApp) or design (Email) displays properly in the live preview
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Recipients are opted in, where required
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A test send was delivered successfully first
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You've confirmed you're within any daily sending limit for that channel
Common problems
The audience list is empty or shows 0 contacts: Double-check you selected the right list, and that it actually has contacts uploaded (see your Contacts page).
Personalization variables show up blank or literal (e.g. {{first_name}}): This usually means the contact record is missing that field. Check the contact's details, or fall back to a generic greeting for that list.
WhatsApp campaign won't send: Confirm your WhatsApp number shows as Connected under Settings → Channels, and that you haven't exceeded your daily sending limit.
SMS campaign fails to send: Check that your Sender ID has been approved; SMS can't send on a pending or rejected Sender ID.
Email campaign stuck after clicking Proceed: Make sure you have a confirmed, active sender address selected — an unconfirmed sender will block the review step from completing.
Test recipients didn't receive the message: Verify their number/email is correct and in the right format, and that the relevant channel is connected and healthy.
What's next
Once a campaign is sent, head to Analytics to see how it performed, delivery rate, opens, clicks, bounces, and cost.