GUIDE

How to Use Campaign Pro+

Get started quickly with these step-by-step guides — from importing contacts to tracking results.

Getting Started

Four steps to your first campaign

Follow this simple flow to go from an empty account to a live, tracked campaign.

1

Add Your Contacts

Import contacts manually or bulk upload CSV files. Organize them into groups for targeted campaigns.

  • Manual add or CSV import
  • Create custom contact groups
  • Tag and segment dynamically
2

Create Your First Campaign

Design beautiful emails, SMS, or WhatsApp messages using our drag-and-drop builder.

  • Drag-and-drop email builder
  • Use ready-made templates
  • Schedule or send immediately
3

Set Up Automation

Create automated flows that trigger based on user actions or time-based events.

  • Visual automation canvas
  • Trigger on user behavior
  • Multi-step conditional flows
4

Track Results

Monitor campaign performance with real-time analytics and detailed reports.

  • Open and click rates
  • Conversion tracking
  • Exportable reports
Checklist

Quick Start Checklist

Five quick wins to get your first campaign live with confidence.

Set up your profile

Add your company details and branding.

Import your first 100 contacts

Use our CSV template for easy import.

Create your first email template

Customize it to match your brand.

Send a test campaign

Preview before sending to your list.

Set up your first automation

Welcome series or follow-up sequence.

Need more help?

Our documentation and support team are here to help you succeed.

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