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