Overview
Once your Application is configured and your data file has come through, the final step is getting the campaign out the door. CX Platform makes this part deliberately deliberate — you'll move through a list view, a results view, and a couple of confirmation screens before anything actually broadcasts.
That extra layer of confirmation isn't friction for the sake of it. It's there so you can sanity-check the list, the template, and the timing before thousands of messages go out. You'll also choose here whether the campaign sends straight away or waits for a scheduled time.
Send now, or schedule for later?
If you leave the Schedule send? box unticked, your campaign will broadcast as soon as you confirm. Tick it when you want to line up a specific date and time — useful for time-sensitive sends like statements, reminders, or anything that should land during business hours.
Schedule and send your campaign
- In the secondary navigation menu, click List to open the List view.
- Click into your list to open the Results view. This shows the individual member records associated with that data file, so you can spot-check the data before you send.
- Open the list selection options by clicking Manage in the menu.
- To move on to the send and scheduling options for every record in the list, click Send. A confirmation screen will open with the details of your broadcast — the list (data file), number of records, template being used, and scheduling options.
- To set a specific date and time for your broadcast, tick the Schedule send? checkbox and follow the prompts. Leave it unticked if you want the campaign to go out immediately.
- Once you've checked everything looks right, click Send to move to the final confirmation screen.
- In the Send List confirmation modal, you'll see a summary of your selected broadcast schedule. Click Send to broadcast the correspondence to all records in the list, based on the timing you've nominated.
That's it — your campaign is now queued. If you scheduled it for later, it'll sit in the queue until the nominated time. If you sent it immediately, broadcast will begin straight away and you can head to Send Activity to watch the results come in.