How to Create a New Campaign

Creating a campaign in Edmingle follows a guided 3-step process:

Step 1: Enter Basic Campaign Details

1. Navigate to Marketing → Campaigns

2. Click Create New Campaign

3. Fill in the following fields:

   • Campaign Name (e.g., "Webinar Registration Drive")

   • Select Channels (WhatsApp, Email, SMS, Push)

   • Set Delivery Time:

     • Send Immediately - to send the campaigns immediately

     • Schedule for Later (choose date and time) - to send at a future date. 
       

Step 2: Select Your Target Audience

Edmingle supports three methods of targeting learners:

• Manual Selection: Search and filter by learner name or email by course or batch. 

• Segment Selection: Use pre-created segments based on learner behavior, course progress, or other filters. To know more about segments, click on this help documentation. 

• CSV Upload: Upload a .csv file with learner data (phone number or email required)
  

Note: Push campaigns support all three audience types. WhatsApp and Email campaigns may have additional template compliance requirements.

Step 3: Build & Test Your Campaign

Create or Select a Template. For more information on creating and managing templates, please refer this document. 

For each channel, you must select or create a message template:

• Click Create Template

• Fill in:

  • Template Name (internal reference)

  • Title (for push/email, shows as subject or notification header)

  • Body (message content, can include placeholders like {{learner_name}} or {{course_name}}


You can also see a real-time preview of the campaign which will be visible to the learners on the right-side pane.

Preview and Test

• Use the live preview to see how your message will appear

• Add a test number/email to send a sample message

• Once satisfied, click Go Live

• Confirm your campaign submission