Campaigns

Campaigns

Help Guide: Campaigns 

IdeaReach, engage, and convert learners across WhatsApp, Email, SMS, and Push—all from your Edmingle dashboard.

What is Campaigns?

Campaigns is a native tool inside Edmingle that lets you run multi-channel outreach—WhatsApp, Email, SMS & Push—using learner data and filters. No need for extra CRMs, marketing tools, or imports.

NotesThings to Remember

Requirement

Details

Who can use it?

Edmingle 2.0 customers on Prime+ or Premium+ plans

Channels Supported

WhatsApp (via AISensy PRO), Email, SMS, Push (Edmingle App)

Audience

Only signed-up or enrolled learners

Billing

Via Utility Wallet credits

Templates

Must be created in advance for WhatsApp/Email

How to Use Campaigns?

Where to find Campaigns?

  • Navigate to the Marketing section on the left sidebar.
  • Click on Campaigns (marked as NEW).

Dashboard
    To start with any channel, you first have to activate it. For channel-specific activation and launching steps, check the resources below.
    1. Whatsapp
    2. Email 
    3. SMS
    4. Push 

Create a New Campaign

Info
TL; DR. 
  You’ll be guided through 3 steps:
  1. Basic Data – Name your campaign, choose channel(s), and set the delivery time.
  2. Audience – Choose who to send to.

  3. Build & Test – Add your message, select template, test, and go

Step 1: Enter Basic Campaign Details

  1. Go to Marketing → Campaigns

  2. Click Create New Campaign

  3. Enter a Campaign Name (e.g., New Webinar Alert)

  4. Select the channel of your preference (you can combine it with others like Email/SMS if needed)

  5. Choose Delivery Time:

    • Immediately

    • Or schedule for a Specific Time


Basic Details
Step 2: Select Your Target Audience

Push campaigns support all learner targeting options:

  • Select Learners Manually – Search and filter by name or email

  • Select a Segment—Choose from existing event-based or course-based groups

  • Upload CSV – Bulk upload learner list with phone numbers/emails

    Select Audience

Step 3: Build & Test Your Campaign

Select or Create a Template

In Step 3 – Build & Test, click on Select Template or create a new one.

To create a new push template:

  1. Click Create Template

  2. Fill in:

    • Template Name (for internal reference)

    • Notification Title (what appears bold in the push notification)

    • Template Body – Message text (can include placeholders like {{institution_name}})

  3. Click Save and Continue

A live preview will show how the message will appear on a mobile device.

Test & Go Live

  1. Add a test mobile number and click Test to send a sample push
    Once everything looks good, click Go Live

  2. Confirm submission from the popup

Create Template, Test and Go Live

Tracking & Performance

Once sent, return to the Campaigns dashboard to:
  • See status (e.g., Draft, Upcoming, Sent)

    Campaigns Dashboard

  • Track delivery and open rates

  • Download detailed recipient-level reports



Use Cases

Here’s what you can do with Campaigns in Edmingle:

  • Promote events and drive registrations

  • Remind learners to complete their courses

  • Nudge inactive learners to return

  • Upsell or cross-sell new programs


🙋 Need Help?

If you need assistance or face issues while setting up Campaigns, reach out to us at
📩 support@edmingle.com


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