Creating Your First Campaign

Trackably supports three main campaign types:

Direct Mail Postcards, letters, and handwritten notes sent via USPS.

SMS Campaigns Text messages sent to mobile phones (requires 10DLC registration).

Email Campaigns Bulk or triggered emails with tracking.

You can also create Multi-Channel Sequences that combine all three.

• Go to Campaigns - Click "Campaigns" in the sidebar
• Click "New Campaign" - Choose your campaign type
• Select Your Audience - Upload a list or select from saved lists
• Choose a Template - Pick from our library or create custom
• Personalize - Use merge tags like {{first_name}}, {{address}}
• Review & Send - Preview your campaign and confirm

For Direct Mail:

• Use high-quality images
• Keep messaging concise
• Include a clear call-to-action
• Add a tracking phone number or QR code

For SMS:

• Keep under 160 characters when possible
• Personalize with first name
• Include opt-out instructions
• Send during business hours