Who this is for: Brand users and reps. Available when campaigns are enabled for your brand.
Creating a campaign
- Go to Campaigns in the left sidebar.
- Click New Campaign.
- Choose a campaign type:
- Set audience criteria — filter by days since last order, minimum YTD sales, growth status, and more.
- Preview the audience count and sample recipients.
- Configure the email template, subject line, and sender.
- Review and send (or save as a draft).
Audience selection
Campaign audiences are built from your account data, not a manual contact list. Criteria vary by campaign type:- Reorder Reminder — accounts past a minimum number of days since their last order
- Best Sellers — accounts with enough YTD sales to surface meaningful product recommendations
- Re-engagement — accounts dormant for a configurable number of days
- Seasonal — accounts filtered by season and sales thresholds
Sending and tracking
After you send a campaign:- Track delivery and engagement on the campaign’s detail page.
- View Analytics for attributed orders linked to the campaign.
- Pause or archive campaigns you no longer need.
Email configuration (brand admins)
Brand administrators configure outbound email under Email settings — senders, reply-to, and the do-not-email list.Related
- Reports — analyze sales and reorder patterns before building a campaign
- Gus (AI assistant) — ask Gus to help draft outreach copy
