A fast-start guide to creating campaigns in 4 steps.
Before You Begin
Have these ready:
Audience KPI: The customer list/filter defining who gets your messages (required)
Email Template: A pre-designed email layout (optional)
Promotion: A configured discount or offer (optional)
💡 Use Save & Exit at any point to save your progress and return later.
Getting Started
Open SMRT → click Marketing → click Campaigns in the top right → click + Create Campaign → click Start workflow.
Step 1 — Who (Target Audience)
Campaign Name: Clear and descriptive. E.g. "Win-Back Q1 2026" or "New Customer Welcome"
Campaign Description: Internal note on the campaign's purpose
Campaign Type: Marketing (promotions on) or Notification (promotions off)
Include Audience: Select KPI(s) for who should receive this campaign
Exclude Audience: Optional — remove segments like recent purchasers or VIP customers
AND/OR logic: "ALL selected KPIs" means the customer must match every filter. "ANY selected KPIs" means matching at least one.
Step 2 — How (Delivery Settings)
Choose your messaging channel:
Email + SMS: Maximum reach
Only Email: Best for detailed or visual content
Only SMS: Best for urgent or time-sensitive offers
Email First: Prefer email, use SMS as fallback
SMS First: Prefer SMS, use email as fallback
Then set your frequency (Daily, Weekly, Monthly, Day of Month, or Day of Week) and the total number of messages to send.
Optional: Turn on Send different message each time to rotate content, or Send reminder message for follow-ups.
Step 3 — What (Message Content)
Promotion (optional)
Select an existing promotion or create a new one. Toggle Automatically apply promotion ON to skip the code entry at checkout.
SMS
Max 1,500 characters. Lead with your offer, include your business name, add an expiration date, and end with a clear call-to-action. Use dynamic fields to personalize — e.g. {{customer.firstName}}, {{brand.name}}, {{customer.promotionLink}} — inserted via the dropdown.
Select an existing template or create a new one. Write a subject line (under 50 characters recommended). Preview on both desktop and mobile before moving on.
Step 4 — Preview & Activate
Review everything: name, description, type, audience, delivery settings, promotion, SMS, and email content.
When ready:
Save & Exit: Saves as a draft — you can activate it later from the dashboard
Enable Campaign toggle + Activate: Goes live immediately and starts sending
⚠️ Important: Enabling the campaign makes it active immediately. Messages already sent cannot be recalled.
Troubleshooting
KPI not in dropdown: Make sure it's tagged with "Marketing Customer Filters"
"Fill in required fields" warning: Complete all required fields before clicking Next
Campaign not sending: Check that the Enable Campaign toggle is ON and your audience KPI has matching customers
Dynamic fields showing {brackets}: Test with real customer data to verify field population
To edit an active campaign: Dashboard → View → Edit. Changes only apply to future sends.