Select Contacts, Segments & Audiences
Build relevant campaign audiences using contacts, tags, fields, segments, consent, exclusions, and suppression.
Main concepts and fields
| Contact | One customer or lead record. |
|---|---|
| Segment | Saved audience based on fields, tags, or conditions. |
| Exclusion | Record intentionally removed from the campaign. |
| Suppression | Record that must not receive optional marketing. |
| Preview Count | Audience size before launch. |
Step-by-step instructions
- Define the campaign purpose.
- Choose contacts or segment conditions.
- Exclude invalid, irrelevant, and opted-out contacts.
- Preview sample records and total count.
- Confirm consent evidence.
- Save and test the audience.
Who should use it
Marketing users, sales teams, workspace managers and authorized campaign operators.
Where to find it in Wemblo
Wemblo -> Marketing -> Campaigns
Before you begin
- Use the correct workspace and connected channel.
- Confirm audience consent and provider eligibility.
- Prepare fictional test contacts and approved content.
- Assign a person or team to handle replies.
Test and verification
- Complete one successful path with fictional data.
- Complete one invalid, failure or permission path.
- Confirm the result appears in the correct workspace and module.
- Confirm the correct person or team can review and continue the work.
Common issues and solutions
| Issue | What to Check |
|---|---|
| Campaign or post cannot start | Sender, destination, audience, consent, schedule and plan limit. |
| Content or variable fails | Template/content status, field mapping and fallback value. |
| Provider reports failure | Authorization, media/content rules and provider response. |
| Replies are missed | Smart Inbox routing, assignment and staffing. |
Security, privacy, consent, cost and provider notes
- Use only data the business is authorized to process.
- External provider charges, policies, approvals, limits and availability remain separate.
- Do not expose passwords, API keys, tokens, webhook secrets, payment credentials or private customer data.
- Use human review for sensitive, regulated, urgent, financial or final decisions.
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