Send your offer to a relevant audience
Select audiences from CRM data, exclude unsuitable contacts and approve SMS and email campaigns before sending.
Who should receive the offer?
| Selection step | Contacts |
|---|---|
| Starting list | 120 |
| Purchased in the last 30 days | −18 |
| Opted out | −7 |
| Remaining for review | 95 |
Fictional example with non-overlapping exclusions: 120 − 18 − 7 = 95. Remaining contacts still require pre-send checks.
What your team gets
Clear selection rules
Define segments by interest, location or purchase history.
Exclusions before sending
Check consent, opt-outs, duplicates and recent purchases.
Approval and delivery reporting
An owner approves the copy, audience and schedule. Sending and delivery are recorded separately.
How it works
- Connect the agreed CRM or import permitted data.
- Build the segment and check exclusions.
- Approve copy, channel, budget and schedule.
- Review provider results and update contact statuses.
Questions and answers
Are SMS and email included in the monitoring price?
Sending volume, provider fees and integration work are scoped separately. A monitoring record quota is not a messaging allowance.
Does AI launch campaigns on its own?
In this workflow, campaigns start after an authorised person approves them. Approval does not replace consent and channel checks.
Start with your use case
Tell us what you monitor and which decisions the data should support. We will work with you to select sources and a plan.
Discuss setup