Campaigns/Campaigns
Create an audience
A saved segment of customers: their fields, their tags, whether they are a lead, and what they bought or booked.
Send each campaign to the right people
Save an audience by fields, tags, whether someone is a lead and what they bought. Change it later and sent campaigns still keep who they went to.
Audiences
Each audience’s rule and how many people it matches today. An audience no campaign uses can be deleted.
What you can do on Audiences
Each is a button or a form in the app; every one is tied to role permissions and logged.
Edit an audience
Changes the segment’s name or rules. Campaigns already sent keep who they were sent to.
Delete an audience
Removes a segment no campaign uses.
Start a due campaign
Machine-only (campaigns-jobs.ts): lists the recipients, registers the links to track, and starts sending.
How it connects to other modules
Audiences is part of the Campaigns module and uses the same customer record and permissions.
Email, SMS and WhatsApp campaigns to your customers, with opens and clicks.
CustomersBuilt on it: One record for every customer, shared by every module.
TagsBuilt on it: One shared set of tags for every record, in your own colours.
SalesBuilt on it: Leads, the calls that follow them up, and the partners who send them.
NotificationsBuilt on it: Who is told about what — by email, SMS, WhatsApp or in the app.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
Business setupRetail
Online store
A shop with stock, cargo zones, first-order codes, WhatsApp order confirmations and review requests.
12 modules3 agents6 workflowsBusiness setupRetail
Fashion boutique
Sizes and colours per piece, new-season drops to your regulars, exchanges and VIP clients.
11 modules3 agents4 workflowsBusiness setupRetail
Shoes & bags store
Every size as its own stock, size exchanges in a day, and a free care kit on big orders.
10 modules3 agents4 workflows
Questions about Audiences
Create an audience, Edit an audience, Delete an audience, Start a due campaign.
It has its own row in the Marketing menu; it is part of the Campaigns module and shows while the module is on.
The Campaigns module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Send each campaign to the right people.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.