Campaigns

Send a personalized message to a large group, all at once.

Written By Clerk Chat

Last updated 3 months ago

Campaigns let you send a single, personalized message to a large audience in just a few clicks. Whether you’re announcing a new event, sending reminders, or following up with leads, Clerk Chat delivers every message individually, so it feels personal.

Each recipient can reply directly to your message, and their response opens a private 1:1 conversation with your business. Replies are never visible to anyone else.

Once your campaign is sent, you can track performance through detailed analytics.

Learn more about Campaign Analytics, including how RCS message interactions are measured.

How to send a campaign

  1. Make sure you have a list ready in your contacts. You can use a static list (manually created) or a dynamic list (automatically updated based on filters). Learn more about Static and Dynamic Lists.

  2. Click Campaigns in your sidebar and select New / Send a new campaign.

  3. Follow the workflow to walk through the setup process.

  4. Choose the contact list you’re sending to.

  5. Write your message or select a pre-saved template.

  6. Add personalization using variables (contact properties) to make each message unique.

  7. Name your campaign so it’s easy to find and track later.

  8. Choose to send your campaign immediately or schedule it for a future date and time.

After sending a campaign

Easily review campaign status and responses:

  • View sent campaigns: Go to Campaigns in your sidebar. You’ll see a list of all sent campaigns within your messaging panel.

  • Check campaign details: Click on any campaign to view quick metrics like the number of messages sent and delivered.

  • Open related conversations: Click View Conversations to see individual replies. Each reply opens as a private 1:1 thread between your business and the recipient.

  • Analytics: For a full performance overview, visit the Analytics tab and select Campaigns. You’ll find detailed insights such as delivery rates, read receipts, and RCS engagement metrics.

For more details on Lists (Static and Dynamic) and Campaign Analytics, click the links to learn more.

Key Features

  • Personalized Messaging – Use contact attributes for tailored communication.

  • Scheduling – Send immediately or plan ahead.

  • AI-Powered Workflow and Naming – Let AI suggest campaign names.

  • Real-Time Insights – Track responses as they come in.

  • Built-In Compliance – Blocked or opted-out contacts are automatically excluded.

Best Practices

  • Use the right list type (static vs. dynamic) to target the right audience.

  • Share lists with teammates for easier collaboration.

  • Save templates for consistent, efficient messaging.

  • Review individual conversations regularly to monitor delivery and engagement.

  • Watch for delivery issues until campaign-level reporting is available.