Quick start

Before you start

You'll need:

• A super admin account (or an admin role inside an existing org)
• Your business name, one-liner, and main offer (we'll put these in Brand DNA)
• Your customers' phone numbers or emails (we'll import them as contacts)

15 minutes, 5 steps

1. Set up your Brand DNA (3 min)

Settings → Brand DNA. Fill in at minimum:

• Business name
• Industry
• One-liner
• 1 primary persona
• 1 main offer

Skip the rest for now — you can fill it in later.

2. Import or add contacts (3 min)

Contacts → Import (CSV) or Contacts → Add. For a first campaign, you only need ~20–100 contacts. Start small — learn what works before scaling.

3. Connect a channel (5 min)

You need at least one channel to actually send messages:

• Email works out of the box (no setup)
• SMS — top up SMS credits at Settings → Messaging → Top Up. Request your custom sender ID at the same time (takes 1–2 days to approve).
• WhatsApp — Settings → Messaging → Channels → Connect. Scan QR with your WhatsApp.

If this is your first time, pick email. Fastest path to sending.

4. Run a pre-built campaign (3 min)

Super admin: run the seed script one time to load the Reactivate Dormant Customer starter template:

npx tsx scripts/seed-reactivation-template.ts

Then as an org user:

1. Go to Campaigns → New
2. Pick "Reactivate Dormant Customer"
3. Fill in variables (offer, price, etc.)
4. Pick a small audience (10–20 contacts you haven't spoken to in a while)
5. Review → Launch

5. Watch it run (1 min)

Campaigns → [your campaign] shows:

• Enrolled / messaged / replied counts
• Per-contact status
• Pause / Resume / Stop actions

The cron fires every 5 minutes, so the first messages go out within 5 minutes of launching.

What to do next

Week 1

• Run 2–3 campaigns on different audiences
• Check reply rates per channel (email vs SMS vs WhatsApp)
• Update your Brand DNA with what you've learned
• Connect Paystack so customers can pay invoices directly (Settings → Payments)

Week 2

• Build a custom campaign in the tree builder (super admin: /admin/campaign-templates)
• Add conditional branching: "if reply → human follow-up, if no reply → try SMS"
• Set up the Clients module if you have retainer customers

Month 1

• Review which campaigns actually drove sales (coming: native revenue attribution)
• Audit your Brand DNA — does it match how you're talking to customers now?
• Invite your team. Assign staff + manager roles.