In Penbox, you can simplify your workflows and streamline communication by organizing requests into lists and creating campaigns. These features help you group requests, track their progress together, and reach out to your customers in a structured, time-efficient manner.

With Penbox, you can easily set up campaigns to send requests to multiple contacts at once, saving precious time and effort. Whether you're managing a small group or a large audience, campaigns allow you to personalize and schedule requests in bulk while maintaining control and flexibility.

What Are Campaigns?

Campaigns enable you to bulk import your contacts and their information into a list in Penbox. Once your contacts are imported, you can:

1. Select a Form Template: Choose a single form template that will be sent to all contacts in the campaign.
2. Set Form Options: Customize form options that apply to all contacts in the campaign (if applicable).
3. Create Requests in Draft: Generate all requests for the contacts, saving them as drafts for review.

Key Features of Campaigns

• Scheduling: Plan your campaign so notifications are sent:
  • At the same time for smaller campaigns.
  • In waves (recommended for campaigns with more than 100 contacts) to avoid overwhelming your systems or recipients.
• Pause and Reschedule: Flexibility to pause or reschedule planned campaigns if needed.
• Export Results: Easily export campaign results for analysis or reporting.

Why Use Campaigns?

Campaigns are perfect for businesses looking to:

• Reach a large number of contacts with personalized requests effortlessly.
• Save time by automating bulk communications.
• Maintain control over request delivery and progress tracking.

This guide will walk you through the process of setting up your campaigns, from importing contacts and selecting templates to scheduling and managing the campaign effectively. Let’s get started!