The quick answer
Open Marketing → Campaigns and create a campaign. Work through Channel → Audience → Content → Review & send. Email uses an editable subject/message; WhatsApp uses an approved template for the actual sender. Review recipients, content, cost and eligibility, then send or use the available scheduling control.
Follow these steps
Open Campaigns and start a new campaign. Choose Email or WhatsApp at Channel.
At Audience, choose the intended source groups or selected people and any supported manual recipients. Review the unique-recipient preview after combining sources and removing duplicates.
For Email Content, choose a layout/template or write the subject and message, then review supported personalization and links.
For WhatsApp Content, select the approved template for the current sender. Fill all required parameters and button destination values. On Pro, you fill these details manually.
At Review & send, name the campaign and check recipients, final rendered content, channel and estimated charge. Review the sender/billing checks and any optional delivery-retry controls.
Choose Send Now to queue the reviewed campaign, or use Schedule later when the screen offers supported scheduling. Sending is an explicit action.
Open the campaign in Campaigns afterward to inspect recorded delivery, failures and engagement.
Good to know
- AI Employee preparation is a different flow. A manual campaign remains useful when you already know the exact audience and message.
- The unique-recipient preview can be lower than your selected rows because duplicated or ineligible destinations are excluded.
- Owner-number templates belong to a specific club number; a template approved elsewhere cannot automatically send here.
- Use only recorded facts for personalized fields. Unmapped fields must be fixed before sending.
- If measured-campaign controls are offered, review the protected control group and the outcomes used; attributed bookings alone do not prove incremental lift.
If something isn’t working
- Audience check failed? Use Retry and wait for a valid preview before sending.
- Sender check failed or sender blocked? Open Settings and restore the eligible default sender; the system may deliberately avoid falling back to AroundU's number.
- No approved WhatsApp template? Create and submit one in Templates, then wait for approval.
- Insufficient credits or billing setup required? Open Balance (or Credits before connection) and review/recharge the communications balance.
- Submission could not be confirmed? Check Campaigns before pressing send again. Use the recorded submission recovery guidance.
Still need help? Include the club, screen, action and error message so our team can find the right issue.
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