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Campaigns

Applies to: 0.1.1-Phase1B · Permission:

Overview

Use campaigns where marketing campaign tools are available.

Requirements

Marketing access.

Step-by-Step Instructions

  1. Open Campaigns
  2. Create or review a campaign
  3. Define audience and message details
  4. Save
  5. Launch only when ready.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Review audience and content carefully before sending.

Troubleshooting

If campaign actions are unavailable, confirm permissions and module availability.

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Last Updated: July 7, 2026

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