Send your first campaign
A ten-minute walkthrough that takes you from an empty workspace to a live campaign delivering messages to your contacts.
This walkthrough gets you from an empty workspace to a live campaign in about ten minutes. You'll create a channel, add some contacts, author a template, build a campaign around them, and then watch delivery in analytics.
1. Create a channel
A channel is how EngageApp delivers a message. Go to Channels → New and set one up — Email is the quickest to start with. Give it a name and fill in the provider details, then save.
2. Add contacts
Your contacts are the end-users you want to reach. The fastest way to load a batch is Contacts → Import, where you upload a CSV and map its columns to contact fields. You can also add a contact manually, or create contacts programmatically through the API.
3. Author a template
Go to Templates → New and create a template for the channel type you just configured. Write your message content and drop in {{ first_name }} merge fields wherever you want per-contact personalization — they resolve to each contact's values at send time.
4. Build a campaign
A campaign is a visual flow that enrolls contacts and sends them messages. Open Campaigns → New, choose how contacts enter (the trigger), then add a send message step that references the channel and template you created.
5. Activate and monitor
Activate the campaign to start enrolling contacts and dispatching sends. Open the campaign's analytics to watch delivery, opens, and clicks come in as messages go out.
Set it up with the API instead
Prefer to wire this up programmatically? Using a secret API key you can import contacts, ingest behavioral events, and enroll contacts into a campaign — no manual steps required. This is the usual approach once you're integrating EngageApp into your own product.
Next steps
- Understand the building blocks in key concepts.
- Explore what a campaign can do.
- Add more contacts to your audience.
- Configure additional channels to reach people where they are.
Related
Getting started
Learn how EngageApp works — contacts, channels, templates, and campaigns — and how to authenticate with API keys.
Campaigns overview
A campaign is a visual, multi-step flow that enrolls contacts and sends them messages across channels.
Contacts
How EngageApp models your end-users as contacts, the fields they carry, and the ways to add them.
Channels overview
The delivery channels EngageApp supports — email, SMS, WhatsApp, push, custom API, and full-screen in-app takeovers.