Creating a campaign

Creating a campaign starts with a short setup form — name, channel, sender and consent policy — and continues in a three-phase editor: Audience, Message and Review and schedule. Nothing sends until the end, and everything you do is saved as a draft as you go, so you can leave and come back without losing work.

To start, open Campaigns and click New campaign.

Set up the campaign

The first dialog captures the essentials:

Field	What you set
Campaign name	An internal name for your own reference (with an optional emoji). It isn't shown to recipients, but it can be used in the tracking parameters (UTM) of your shortened links.
Channel	SMS or RCS. WhatsApp is shown but marked coming soon.
Sender	The sender the message goes out from. For RCS you also pick the SMS fallback sender for contacts who can't receive RCS.
Consent policy	Who the campaign is allowed to reach and what happens on opt-out. Usually Basic (depends on the project's configuration).

Pick the channel first, since it determines which senders and options are available in the rest of the form. Choosing RCS adds the second, SMS fallback sender so no one is left out; the SMS fallback message itself is written later, in the message composer. The consent policy is summarised here and explained in full in Compliance policies.

Click Continue to open the editor.

The three steps

The editor is a guided, three-step flow, shown as numbered steps at the top:

1. Audience — who receives the campaign.
2. Message — what you send.
3. Review and schedule — confirm the cost and choose when it goes out.

You move forward with the Continue to message / Continue to review button, or jump between steps from the numbered steps. Each step is saved automatically when you move on, so you can pick the campaign back up where you left off.

1. Audience

The first step is where you choose who the campaign reaches — your whole audience, a segment, or an ad-hoc filter, with the estimated number of recipients shown as you go. This is covered in full in Audience & targeting.

2. Message

This is where you write what gets sent. The first thing you do is write the message: expand the message block, type your text, and keep an eye on the character counter — it reflects the channel's limit and, for SMS, how many message parts you're using.

With the text written, you personalize it with each contact's data. From the toolbar you insert Attributes (for example, a first name); each inserted attribute can carry options such as a default value (used when a contact's field is empty), a maximum length, an uppercase transform, and Unicode replacement for SMS.

The message toolbar gathers the rest of the tools:

• Unsubscribe link — insert an opt-out link the contact can use to unsubscribe.
• Links — add a tracked link (shortened URL) inline.
• Emoji — insert emojis into the text.
• AI — AI Copy Writer drafts a message from scratch and AI Copy Enhancer polishes the copy you already have.

You can also send the same message in several languages. Language tabs in the message block let you add a per-language version: each language has its own tab, and a + button adds another one. Each contact receives the version for their language only if they have a matching language among the ones you added; otherwise they receive the default version. When you add a language, AI generates a first translation that you can edit.

For RCS you also choose the content type. Right now, RCS campaigns can send text content with up to four Quick actions (buttons below the message, added with Add action). The Rich cards type — which includes carousels — is shown in the editor but marked coming soon.

The SMS fallback

On an RCS campaign you can turn on the SMS fallback: the automatic plan B so the send also reaches contacts who can't receive RCS. It's a second message block inside the composer, not a separate tab. Between the RCS block and the SMS fallback block, the If RCS is undeliverable connector holds a switch: leave it on to reach those contacts, or turn it off to skip the SMS fallback. When it's on, expand the SMS fallback block and write its SMS version the same way you wrote the main message. See SMS fallback.

A live preview on the side shows your message as it will look on a phone, with a country selector and an Android / iOS toggle so you can check how it renders for different recipients and on either device (your platform choice is remembered). Before you confirm, it's good practice to send yourself a test send to a real device to check the content, personalization and links — see Test sends & preview.

3. Review & schedule

In the Review & schedule step you see the message preview, the campaign details and the estimated cost. When everything looks right, click Schedule or send: a panel opens where you choose to send the campaign now or schedule it, set the delivery speed and scheduling options, and confirm right there — that's the final confirmation, there isn't another one after it. On confirm, Instasent prepares the messages and, if you chose a future date, the campaign moves to Scheduled until that date. Timing, send speed and local-time delivery are covered in Delivery settings; what happens after — preparation and sending — is in the campaigns page.