Marketing Agencies: Plan & Schedule Client Campaigns Like a Pro

Managing SMS campaigns for multiple clients? The Campaign Planner is your command centre. Map out campaigns weeks in advance, organise ideas, and never miss a launch date.

How the Campaign Planner Works

1. Create a Planner

Go to Planners → Create. Fill in:

• Name — e.g. "Q1 2026 — Client Name"
• Description — brief overview of the campaign plan
• Start date and End date — the planning period

2. Add Campaign Ideas

Inside your planner, click + Add Campaign Idea. For each idea, specify:

• Name — What's this campaign about?
• Message draft — Draft the SMS content
• Target group — Which contact group to target
• Scheduled date — When should it launch?
• Notes — Creative brief, target audience, etc.

3. Manage and Launch

Each planned campaign has a status: Idea → Drafted → Ready → Launched. When a planned campaign is ready, click Launch to convert it into a real campaign that gets sent.

Example: Retail Client Annual Plan