Marketers build a first campaign
A checklist shows the path from audience to a campaign ready to launch.
From signup to the first campaign
New marketers choose an audience, build a campaign and check it before launch. Your team explains complex settings as people work.
Campaigns
TodayCampaignAudienceStatus
Audience selectedJust nowDone
New collectionSubscribersDraft
Choose your audience
Only subscribers in your chosen segment will receive this campaign.
Campaign ready to launch
The user completed the task and can keep working.
1 / 3Your first campaign
- 1Open your workspace
- 2Choose subscribers
- 3Prepare campaign
From sign-up to the first campaign
Settings become easier to use
Tooltips and tours explain conditions, channels and the pre-launch check.
Each role sees relevant help
Marketers and administrators get different journeys for their tasks.
From the first step to a finished task
Follow the user journey: take an action and see the result in the workspace.
Campaigns
TodayCampaignAudienceStatus
Audience selectedJust nowDone
New collectionSubscribersDraft
Choose your audience
Only subscribers in your chosen segment will receive this campaign.
Campaign ready to launch
The user completed the task and can keep working.
1 / 3Your first campaign
- 1Open your workspace
- 2Choose subscribers
- 3Prepare campaign
Guidance for the task
First campaign
Choose an audience, prepare a campaign and check it before launch.
Progress 0 / 3
Audience conditions are saved in the campaign.The campaign draft is ready for review.The campaign is ready to launch.
Start with the first campaign
Choose the path from audience to a ready launch that a new marketer takes in your product.
Name the result
The marketer chose an audience, built a campaign and checked it before launch.
Add the path
Put actions in a checklist and place tooltips beside complex settings.
Check display
Run through the path in preview and set rules for marketers and administrators.
Questions about marketing platform onboarding
How do we explain audience selection?
Show a tooltip beside the conditions or guide users through a short tour of segment setup.
Can we separate help by role?
Yes. Set display rules with role, page, attributes and product events.
Do we need a developer?
If you use Google Tag Manager or Yandex Tag, you do not need a developer. A developer is needed only to install the script directly in your product’s code. Once connected, your team updates and publishes journeys on its own.
How do we update the path after interface changes?
Check the journey in preview, update steps and publish a new version.
Map the first campaign
Show us a marketer journey. In the demo, we will identify steps from audience to campaign review.
Request a demo
Leave your details. We’ll email you to find a time for the demo.