The quick answer
Open AI Employee → Campaigns & revenue and describe the purpose, such as filling an experience or following up with relevant customers. Polar prepares the audience, reasons and channel message. Review any missing facts, recipient eligibility and cost, then authorize Review or Autopilot with a budget and deadline.
Follow these steps
Open AI Employee → Campaigns & revenue. Choose Email or WhatsApp and describe the campaign's actual purpose and useful context.
Select the AroundU experience when relevant, or supply confirmed external-experience details. Choose the required destination action and exact link.
Review how recipients may be selected: relevant club audience, past customers, filtered audience or specific named contacts. Provide true relationship/context details when requested.
Prepare the campaign and inspect Who Polar selected, recipient reasons, filters and exclusions. Answer Needs input questions rather than allowing missing experience facts to be guessed.
Review the email subject/message or WhatsApp template, verified parameter values, price treatment and destination. Review existing consent evidence or record actual proof through the permitted controls.
Choose Review or Autopilot, a maximum budget and a deadline. Read the exact authorization before confirming. WhatsApp Autopilot uses approved marketing rules/templates; new wording and unsupported cases may require review.
Track the saved campaign's approval/provider/balance states, decisions and results. Take over in Review mode or pause campaign sending through the available controls when needed.
Good to know
- No Meta ad campaign is needed for email/WhatsApp work on your existing eligible audience.
- The campaign can prepare an assisted re-engagement send. Do not confuse it with a separate autonomous past-customer reactivation loop.
- Imported contacts and enquiries can be considered when their relevance and permission are recorded; importing or buying alone does not make them eligible.
- Email does not use WhatsApp template approval or the WhatsApp wallet. Its provider configuration and usage are separate.
- AI Employee does not promise additional bookings or create cold leads. You review actual selected recipients and outcomes.
If something isn’t working
- Needs input? Provide the missing confirmed experience, price, relationship or destination facts and continue the saved work.
- Fewer eligible people than requested? Review the shortfall and exclusions. The system does not silently relax filters or add unrelated people.
- Waiting for wallet or pricing? Restore the shown WhatsApp funding/billing condition; Review mode may require final send approval after top-up.
- Template rejected? Read Meta's reason and the available revision/review options; do not assume a category or approval outcome.
- Paused by changed access, limits or inventory? Review the saved campaign and current conditions before resuming.
Still need help? Include the club, screen, action and error message so our team can find the right issue.
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