Campaigns

Overview

Campaigns let you send targeted communications to groups of contacts — event announcements, crew call-outs, vendor updates, or client newsletters.

Creating a Campaign

1. Go to Campaigns (under AI Tools in the sidebar)
2. Click New Campaign
3. Configure:
   • Audience — Select recipients: crew members, vendors, clients, or custom lists
   • Channel — Email, in-app notification, or both
   • Content — Write your message with the editor
   • Schedule — Send immediately or schedule for a specific date/time

Campaign Types

Type	Use case
Event announcement	Notify crew/vendors about a new event
Crew call-out	Find available crew for an upcoming event
Vendor update	Notify vendors about policy changes or new requirements
Client newsletter	Share upcoming events with clients
Reminder	Follow up on pending POs, outstanding invoices, etc.

Analytics

After sending, track:

• Delivery rate — How many were successfully sent
• Open rate — How many recipients opened the message (email)
• Click rate — How many clicked links in the message

Automation

Set up recurring campaigns that run on a schedule. For example, a weekly crew availability survey or a monthly client event roundup.