Campaign
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New campaign
Choose a campaign template, then configure how and when to send it.
Live · CMG
Pick a campaign template
Choose a category, then a campaign definition. The list is sorted by group (for example Booking or Reminder), then by name. The same name can be used many times in production — each scheduled or manual run is separate.
How should we reach the audience?
Pick one or more channels. Sequence is fixed (email first, then letter, SMS, task list, follow-up).
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FirstAttachments
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Add tasks on
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Refine the audience
Set the criteria that define which customers receive this campaign. Toggle All to ignore a parameter. Single-choice fields use a drop-down; multi-choice fields show a list — hold Ctrl or ⌘ while clicking to choose several values.
Campaign results
Customers and vehicles matching the selected campaign and active parameters.
| Customer | Vehicle | Rego | Branch | Last service | Due date | Channel |
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Ready to send
Final review. Send now, or schedule for later.
Channels
Audience
0 recipients
Schedule
Campaign sent
Your campaign has been queued for delivery.
Schedules
Automated campaigns running on a recurring schedule, defined by .EAF files on the Engage Automation host.
Campaign History
Completed sends in a column layout — including several programmes on the daily 10:00 automation slot (weekdays). One-off runs stay in the same grid.
Templates
Library of message templates (.docx) linked to campaigns. Edit content from the New campaign wizard Methods step.
Engagement analytics
Delivery and engagement across service reminders — mock aggregates for UI exploration. Replace with live BI feeds in production.
Messages sent
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Open rate
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Click rate
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Unsubscribe rate
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Bookings attributed
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Attributed bookings trend
Mock seriesPerformance by campaign
| Campaign | Sent | Open rate | Click rate | Unsub rate | Bookings |
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Triggered Campaigns
Campaigns that fire automatically in response to DMS events — bookings, RO closures, and service milestones.
Automated Workflows
Multi-step automations that move customers through communication sequences over days or weeks.
Notification Rules
Internal alerts triggered by campaign events — errors, delivery anomalies, and scheduled summaries.
Campaign Results
Performance summary across all campaign definitions — last 30 days (mock data).
Channel Analytics
Delivery and engagement broken down by send channel — last 30 days (mock data).
Booking Times
Hourly breakdown of reminder sends vs service bookings — phone versus web/OSB — last 30 days.
Customer Journey
Customer and vehicle record with a chronological timeline of quote, sale, delivery, and service events.
Territory PMA
Primary market areas across New Zealand — customer counts and retention rates by city.