Campaigns
The Campaign hub is where enrollment and success teams run outreach at scale by email, SMS and WhatsApp. Every launch goes through the same contact gate as a one-to-one message: consent, budget and quiet hours.
Before you start
Section titled “Before you start”- You need view campaigns to look and manage campaigns to create and launch. Test sends need send messages; importing contacts into lists needs manage recipient lists; CSV reports need export data.
- Email and SMS must be configured for your institution. The pre-flight checklist will tell you if a channel is not.
Overview
Section titled “Overview”Campaign → Overview shows total campaigns, total audience, average engagement and delivery rate, charts of campaigns by status and deliveries by channel, and recent campaigns.
Campaign manager
Section titled “Campaign manager”Campaign → Campaign has six tabs:
| Tab | What it holds |
|---|---|
| Intelligence | Campaign counts, audience reached, deliveries and outcomes by channel, findings from the insight feed, recent campaigns. |
| Campaigns | Your campaigns, filtered by active, scheduled, paused or all, searchable, with a filter for channel and audience segment. An Unfinished drafts strip offers Resume or Discard. |
| Templates | The template library. See Templates. |
| Recipient Lists | Lists of contacts with their source, members and the campaigns that used them. |
| Users | The campaign contacts store, with Add New User and Bulk Upload Users. |
| Reporting | The report builder. See Reporting. |
Build a campaign
Section titled “Build a campaign”New Strategy opens the Campaign Orchestrator. Drafts save automatically as you go; if the same draft is changed elsewhere, a banner offers Reload.
- Strategy details: Campaign Name (required); Primary Goal (yield, application completion, event registration, fundraising, retention); Channel Mix (Email, SMS, WhatsApp; at least one); Key Context / Notes.
- Recipients: choose the Target Audience segment from the contacts store. Email and phone can be edited inline, and Add new contact adds one. At least one matching contact is required.
- Choose Creation Engine: AI Architect (give instructions, Generate Content, refine), Template Library, or Manual / 3rd Party (paste HTML or text).
- Content: write or adjust the message. Merge tags
{{FirstName}},{{Name}},{{Email}}and{{Phone}}are filled per recipient; preview them as written or as a sample contact. - Message preview: desktop and mobile views, and for SMS a phone frame with the segment count.
- Review & launch: a summary with edit links, and the Pre-Flight Checklist.
The pre-flight checklist
Section titled “The pre-flight checklist”The checklist runs on the server and reports how many recipients are reachable, opted out, or have no address. Failures block the launch: a channel that is not configured, an empty body, an email without a subject, a missing unsubscribe link, or an audience that is empty or unreachable. Warnings do not block: unresolved merge tags, multi-part SMS, missing addresses, or high suppression.
Send test to me sends the message to your own address only. You must tick the consent confirmation before Launch Campaign is available. The server runs the checklist again at launch and refuses if anything now fails. Each recipient’s send goes through the contact gate, so some may be skipped for consent, budget or quiet hours; the result reports how many succeeded, failed and were skipped.
Recipient lists and contacts
Section titled “Recipient lists and contacts”Expanding a list shows its members and Add contacts from a file (CSV or Excel). The import previews first, then reports rows read, added, updated, needing review, added to the list and skipped, with Download skipped rows. Existing contacts are not overwritten unless you Apply updates. Contacts who previously unsubscribed are imported as suppressed: a file cannot undo an opt-out.
Templates
Section titled “Templates”Create Template offers Upload Pre-existing Template (an HTML file, with an AI review) or Create from Scratch: name, department, tone, description, goal, owner and parameters, then look and feel (font, colours, header image), Generate Template, and refinement in plain language. The preview opens in Preview, Edit or Code modes, with Export HTML, Send Test to your own address, and a typed confirmation to delete.
Reporting
Section titled “Reporting”Name the report, choose data points from Delivery (attempts, sent, delivered and their rates), Engagement (opened, clicked, replied and their rates) and Failures (failed, skipped or unsubscribed and their rate), filter by campaign and date range, then Generate Report or Export CSV. Engagement figures depend on the email provider reporting opens and clicks back to Unifuse.
Campaign details
Section titled “Campaign details”Each campaign’s page shows recipients, delivery rate, sent, failed and opt-outs, a preview of the message as launched, and tabs for Analytics (delivery status and channel performance), Recipients (status, attempts and last activity per recipient) and Opt-Outs.
Unsubscribe
Section titled “Unsubscribe”Every launched email carries an unsubscribe link. It needs no sign-in, never expires, and records an opt-out for that address on the email channel. Anything already queued stops within a short while. Restoring an opt-out is done in Contact policy.
Related
Section titled “Related”- Messaging students for the contact gate
- Surveys
View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.