VeloConnect — Guide

Creating a campaign

A campaign in VeloConnect is a one-to-many send across any supported channel. The composer walks you through it in four steps: pick a channel, pick an audience, compose the message, schedule and review. The whole thing usually takes a couple of minutes once your contacts and senders are set up.

Campaigns charge from the shared company wallet on send. Worth a quick balance check before scheduling a big one — see Topping up your wallet.

Step 1 — Pick a channel

Channel selection step
Fig. 1 — Step 1 — pick a channel. Disabled channels are awaiting integration.

Four channels are live for v1 campaigns: SMS, WhatsApp, Viber, Email. Telegram, Messenger, and Instagram appear in the picker but are greyed out — they’re coming in a future release.

The channel choice determines what the composer in step 3 looks like, what sender options you’ll have, and which rate applies.

Step 2 — Pick an audience

Filter your contacts to the people you want to reach. The audience builder reads the same filters you use in Manage contacts:

  • Tag — e.g. vip, winter-2026-leads.
  • Custom field — any of the fields you defined; see Custom fields.
  • Last activity — last inbound, last outbound, last campaign.
  • Channel opt-in — the audience auto-excludes contacts who opted out of the channel you picked in step 1.

The recipient count at the top updates as you adjust filters. That’s your sanity check — if it shows 12 when you expected 1,200, fix the filter before you spend money.

Step 3 — Compose

The composer adapts to the channel:

  • SMS — free-text body with a live character/segment counter. The segment number drives the per-recipient cost. {{first_name}} and other contact variables substitute in at send time.
  • WhatsApp — outside the 24-hour customer window, you can only send a pre-approved template. Step 3 swaps the free-text composer for the template picker and a field for each variable. See WhatsApp templates.
  • Viber — body + optional image + optional CTA button. Sender is your registered Viber Business name.
  • Email — subject, body (with a basic rich-text editor), and reply-to address.

This is also where you toggle Add tracking link if you want per-recipient click data — see Tracking links.

WhatsApp template picker
Fig. 2 — WhatsApp campaigns require a pre-approved template; step 3 swaps the free-text composer for the template picker.

Step 4 — Schedule and review

Pick Send now or set a future date and time. The review panel on the right shows:

  • Final recipient count after opt-out filtering.
  • Per-recipient and total cost from your rate card.
  • The exact message preview, with variables substituted for a sample contact.

Click Schedule (or Send now) to commit. The campaign moves into the Campaigns list with the matching status pill.

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