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How to create a campaign from TBit | TBit

Step-by-step guide to create and send campaigns from the TBit platform. Quick send or scheduled campaigns for your customers.

5 min read

How to create a campaign from TBit | TBit

How to create a campaign from the TBit platform

TBit is designed to offer an intuitive and accessible experience, especially for entrepreneurs and business owners who don't necessarily have advanced technical knowledge.

Path: Side menu → Communication → Campaigns

Path to campaigns in TBit

Select campaign type

Step 2: In the Campaigns option you'll see two options:

  • Quick Send: To send a template quickly to a group of people (no more than 200, no less than 75)

  • + New Campaign: For a more structured campaign with the option to schedule the send

Campaign options: Quick Send and New Campaign

Quick Send

Step 3: Select the "Quick send" option.

Quick Send view

Step 4: Select the template you want to share and the batch number (how many people you'll send this campaign to).

Step 5: You'll have the option to enter the contacts you want to reach.

Step 6: Click "Add Contact" to enter the phone number and contact name.

Add contacts for quick send

Step 7: You can enter the number of contacts according to the batch you selected.

Step 8: Once you've finished entering them, click "Send to X contacts".

Confirmation

Step 9: A confirmation window will open where you can review:

  • The campaign type

  • The selected template

  • The number of numbers it will be sent to

If everything is correct, click "Confirm and send". If you need adjustments, select "Cancel".

Campaign confirmation window

Step 10: Wait until the confirmation message appears indicating the process was completed successfully.

Success message for sent campaign