> For the complete documentation index, see [llms.txt](https://docs.simplespa.net/simplespa-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.simplespa.net/simplespa-documentation/reports-and-marketing/marketing/creating-a-new-campaign.md).

# Creating a New Campaign

Build a text and/or email campaign in five checklist steps, from choosing who receives it to sending it for review.

A new campaign is one checklist card with five steps. Each step shows a ✓ when it's complete, a red or amber **!** when something needs attention, or its number if you haven't started it.

To start quickly, use **Start from a template** or **Generate with AI** at the top of the card. See [Campaign Templates](/simplespa-documentation/reports-and-marketing/marketing/campaign-templates.md) and [AI Campaign Generator](/simplespa-documentation/reports-and-marketing/marketing/ai-campaign-generator.md).

{% stepper %}
{% step %}

### To: choose who receives it

Pick an audience card. Each card shows a live count of matching clients.

| Audience                   | Who it includes                                                     |
| -------------------------- | ------------------------------------------------------------------- |
| **Haven't visited lately** | Clients who haven't visited in 90 days (you can change the number). |
| **Birthdays this month**   | Clients with a birthday this month.                                 |
| **Top spenders**           | Your highest-spending clients.                                      |
| **Most frequent**          | Clients who visit most often.                                       |
| **Everyone**               | All active clients.                                                 |

Use **Refine** to narrow it by gender, birthday, age, visit dates, staff or service, and **Limit** to cap the number of clients.

The reach bar shows how many clients are selected, how many can receive a text and how many can receive an email. In the client list, **No text consent** and **No email** badges show who can't be reached on each channel.
{% endstep %}

{% step %}

### Subject

Write the email subject line, and an optional preview line that inboxes show next to the subject.
{% endstep %}

{% step %}

### Email

Design your email with the [Email Designer](/simplespa-documentation/reports-and-marketing/marketing/email-designer.md). Skip this step to send a text message only.
{% endstep %}

{% step %}

### Text message

Write your text and see it in a phone preview.

* Insert the client's name, your booking link or opt-out wording with one tap.
* The counter shows whether your message goes as one text or two (up to 180 characters each). Greek letters and emoji are counted correctly.
* **Write from the email** creates a matching text from your email's headline and offer.

Skip this step to send an email only.
{% endstep %}

{% step %}

### Send for review

Check the **Before you send** list, read the terms (**Read the full terms**), and send the campaign to SimpleSpa for review.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Email and text message are each optional, but a campaign needs at least one of them.
{% endhint %}

## Before you send

Before you send, SimpleSpa checks your campaign for common mistakes and offers a one-click fix:

* Sample text from a template that you haven't replaced.
* Keywords that won't be filled in, including keywords in the subject line.
* Links that don't go to your booking page.

## Moving between steps

Click **Edit** on any step to open it, and **Save and continue** to move to the next one.

## Export the audience instead

From the **To** step you can also send the selected clients to Mailchimp or download them for another email tool. See [Exporting Clients to Email Tools](/simplespa-documentation/reports-and-marketing/marketing/exporting-clients-to-email-tools.md).