Messages and connections
Send the right message to the right merchant group.
Build approved templates, choose recipients and schedule email, SMS or WhatsApp campaigns. Review personalisation, delivery, engagement and opt-outs before the next send.
What it handles
Manage reusable content, targeted broadcasts, scheduled activity and engagement reporting.
Communications & Integrations capability
What Templates & campaigns covers
Manage reusable content, targeted broadcasts, scheduled activity and engagement reporting.
01
Reusable templates and approved snippets
02
Segments, schedules and channel selection
03
Personalisation and merge-field controls
04
Delivery, engagement and opt-out reporting
Workflow notes
Templates & campaigns in practice
A team prepares a merchant update that uses approved wording but needs the correct audience and contact preferences.
What to prepare
Prepare templates, audience definitions, permitted channels, approval responsibilities and the intended campaign outcome.
Review the workflow
- Review wording and variable fields using sample records.
- Check the audience and applicable communication preferences.
- Review delivery and response reporting before planning follow-up.
Does a template make a campaign appropriate for every recipient?
No. The audience, relationship, channel and purpose still matter. Your team should review its communication requirements and provider configuration before sending a campaign.
Related tools for your team
- Sales engagement — Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
- Service workflows — Route queries, requests and exceptions to the right owner with visible status and escalation.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Check the audience, contact preferences and personalised fields before sending a campaign.
Continue through Communications & Integrations
Related capabilities
Show us the tools your team relies on.
We will review your messaging channels, providers and data requirements, then demonstrate the supported connections and confirm any additional integration work.